Whether you're a first time user of the Exchange or looking to refresh your memory on the assessment process, these video walkthroughs are designed to help you navigate various points of the assessment process with ease. They give a detailed overview of each of the below topics along with a step-by-step guide on how to navigate the Exchange.
Registration Process - A new user must go through the registration process in order to be added to the Exchange.
Adding and Managing Users - You may want to add new users from within your organization to leverage multiple subject matter experts to collaborate on completing sections of your assessment.
Approving a Customer Request - Customers will receive access to your data only after you approve them.
Assessment Update Requirements - Data recency is the timeframe that indicates how current the attested date of your assessment must be to meet the customer requirements and fulfill a data request.
Downloading a Report - Your report can be exported in the form of a PDF or an Excel file.
Mapping Your Assessment to Standard Industry Frameworks - You can map your single ProcessUnity Exchange assessment to 60+ standard industry frameworks.