NAVIGATING THE

PRAESIDIUM ASSESSMENT TOOL


ADDING A USER

Setting Up Tier 1 Management


01

Log In

Log in using a Super Admin Tier 1 role.

Note: The Tier 1 Management feature is only available to the Super Admin Tier 1 role.

LOG IN

02

Navigate to the "Management" Section

  • From Menu Navigation, click "Administration," and then "Tier 1 Management."
  • In the Manage sub-tiers chart, locate the tier and click "Edit"

By default, there are limited customization options for Tier 1. You will find more customization options for Tiers 2-4.

03

Review & Confirm

  • Review all sections, clicking Yes or No where applicable.

By default, there are limited customization options for Tier 1. You will find more customization options for Tiers 2-4.

Assessment Features: The options in the top section include additional features within the assessment.

  • Sample Policies Access: Ability to download Praesidium Sample Policies.
  • Action Plan Creation: Ability to create their own action plan.
  • Document Uploads: Ability to upload documents during the assessment.

Assessment Specifics: The options in the Assessment Specific section can be used to select which tiers answer questions for the Operations, Standards, Components, and Criteria.

Required and Impact/Priority:

  • Required: Selecting the star symbol can be used to flag which components are high priority for your organization within the Action Plan. (Selecting Required Components is optional.)
  • Impact/Priority: The impact/priority of the components is set by Praesidium. These cannot be edited by an external role.

04

Save

  • Click "Save".

Clicking Save is required to officially set up each tier.


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