To begin the process, a list of assessments available for sharing is displayed in the RDS home screen.

Once the assessment is selected by the Assessed Entity, the user is presented with a Terms and Conditions screen to consent to the electronic distribution of assessment results.

A dialog is then presented with fields to populate for the Assessed Entity Organization Name, Account Number and assessment selected for sharing. Only one assessment may be shared at a time.

The shared assessment is presented in a Pending window. The Assessed Entity can choose to cancel the share if selected in error by clicking “Cancel”, or select the green “Share Assessment” option at the top right corner of the dialog window to proceed with sharing.

Once the Assessed Entity has confirmed the share, the Relying Party is notified to access RDS in the “Shares Received Pending” step in the workflow. The Relying Party can then “Accept” or “Reject” the shared assessment by clicking on the respective words in the “Action” section of the dialog window. The share will remain in Pending status until an accept/reject selection is made.

When the share is accepted by the Relying Party, the assessment will appear in the “Shares Received Completed” dialog window. The assessment is now ready to be viewed by clicking on the assessment name. In this example the assessment selected for viewing is named “*My test assessment to clone”. Note a date stamp is created showing the share date.

The assessment opens into a dashboard view in RDS consisting of a variety of sections, or “widgets”, for visualizing scoring results. Data is summarized at the Domain level in a wheel configuration, with each spoke representing one of the 19 domains included in an assessment. The spoke is green if the domain score achieved the certification threshold, and red if the domain score fell below the certification threshold. Additional scoring details can be revealed by clicking the spokes, which allows drilling further into the scoring data at the requirement statement maturity scoring levels.


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