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Creating an assessment

From the Portfolio, click New assessment. You choose between:
  • Against an assessment set — the set supplies the criteria.
  • Write your own criteria — from a document, an instruction, or by hand.
New assessment screen with assessment set, details, purpose, depth and evidence steps Then work through:
  1. Assessment set — what this assessment is tested against.
  2. Assessment details — a required name, an optional submission date (the date the whole assessment works towards — it drives Progress and shows in the header), and the workspace it belongs to (an existing one, or name a new one).
  3. Purpose and governance — e.g. preparing a deliverable, one-off, assessment only.
  4. Depth and coverage — see below.
  5. Content generation defaults — the default depth for generated report content.
  6. Evidence documents — attach what you already have, or add them afterwards on Evidence & Runs.

Standard vs Extended

This is the choice that governs how thoroughly the engine reads your documents, and it directly sets how much a run costs. Depth and coverage options: Standard (base cost) and Extended (roughly 4x the cost)
  • Standard — right for routine assessments. This is the base cost and the default.
  • Extended — slower and dearer; right for high-stakes assessments. Roughly 4× the cost of Standard.
Choose Extended only when the assessment genuinely warrants the deeper, more expensive pass — a gateway decision or a high-stakes submission, not a routine check.

What a run costs, in practice

Every run calls the assessment engine and Azure’s document-reading service, and both are billed per use. A run against a full set (around 49 criteria on a typical gateway framework) is a real cost, not a trivial one, and Extended is materially more again. Re-running an assessment, and the “re-assess” action on an individual criterion, both trigger a full run — there is no cheaper partial option. Plan runs accordingly: get your documents right first, and choose Standard unless you specifically need Extended’s depth.

After you start a run

The Evidence & Runs tab tracks each run: criteria read, what moved since the previous run, and which documents drove the change. See Documents.

What’s next