Pre-Assessment Readiness

Complete the readiness checklist and start the assessment.

Every engagement starts in the Pre-Assessment phase. Before the assessment can begin, all items on the Pre-Assessment Readiness checklist must be completed or waived. Every change is captured in an audit trail.

Open the readiness workspace

1. Open the engagement from Engagements.
2. In the section switcher, click Assessment, then the Planning tab. (Planning is the default tab of the Assessment section.)

The Pre-Assessment Readiness workspace shows a progress bar and the item list on the left, with the selected item's detail on the right.

The checklist items

For imported (Bedrock CMMC) engagements the checklist has 8 items:

1. Contract Executed
2. SSP Reviewed
3. Body of Evidence Confirmed
4. Conflicts of Interest Cleared
5. Assessment Team Composed
6. Pre-Assess Form Drafted
7. Pre-Assess Form QA'd
8. Uploaded to eMASS

External (outside) engagements use a 6-item set instead: Assessment Scope Confirmed, Kickoff Scheduled, Interview List Drafted, On-Site Logistics Confirmed, Evidence Request Sent, and Ready to Assess.

Work an item

1. Click an item in the left list to open its detail panel.
2. Attach supporting artifacts (for example a signed contract PDF or a team roster) — uploaded artifacts are stored in the instance and counted in the item's status line.
3. Mark the item complete. Completed items show who completed them and when; you can also re-open a completed item if something changes.

Waivers

A lead assessor can waive an item instead of completing it. Waiving opens a dialog that requires a reason; the waiver — and any later revocation — is recorded in the audit trail, and the item shows Waived by with the lead's name.

The Planning tab's other cards

Below the readiness workspace, the Planning tab also contains:

• The engagement team card — assign assessors to this engagement and give them control-family (domain) assignments. Only lead assessors can change assignments.
• The assessment planning board — plan assessment activities for the engagement.

Start the assessment

At the bottom of the readiness workspace is the Start Assessment button with a helper line that tells you exactly what's blocking it:

• "Only the lead assessor can start the assessment." — you aren't the lead.
• "Complete all 8 items to unlock (n/8)" — items remain.
• "All readiness items are complete — you may start the assessment." — ready.

Click Start Assessment to move the engagement into the Assess phase. The lifecycle stepper at the top of the workspace — Pre-Assessment, Assess, Report, Close-Out — advances to reflect it.