User Manual

Login and setting up your account

Your account setup starts with the invitation email you receive:

At your first login, the following pop-up will appear, and you will be requested to set your account password. 

Your account is highly secured. Your password should be strong and should meet the following requirements:

  • 8 digits (minimum)
  • At least 1 number
  • At least 1 special character (!,@,#,$, % etc.)

Assessments Management Screen

After setting your initial password, you will be redirected to the IDRRA website to log in securely. You can log inform the login area at the top of the website.

You should enter your email address and the password you chose on initial setup to log in.

Note: whenever you can’t remember your password, simply choose the FORGOT PASSWORD link to reset your password.

After login, you will be directed to the assessment management dashboard:

To begin the assessment – simply click on the magnifying glass and you will be directed to the assessment page.

The Assessment Page

When you enter the assessment page, the assessment will automatically begin (or will continue from the last point at which you paused)

Assessment instructions:

  • The chatbot is a smart dynamic assessment – you should simply follow the questions and instructions in the bot frame (by choosing buttons, free text, upload evidence etc.)
  • At any point you can add/change your answers by clicking on the YOUR ANSWERS link in the main frame
  • Continue with the process until completion
  • At any point you can open the IDRRA support chat for professional assistance

As you progress through the assessment, a score will be dynamically calculated in every category – the score is compared with the standard chosen by the customer

At any point, if you need help, you can click on the chat’s support button, and start a conversation with one of our team members.

Furthermore, if you have a question related to a specific question in the assessment, you can click on the chat icon next to the question, and start a conversation related to that question.

 

 

Gaps/advice management

As the assessment proceeds – gaps (between your answers and the required standard) will be identified. Another source of gaps could be an expert back-office review that will be conducted in parallel to the automated process.

Gaps are called ADVICE and will accumulate in the main assessment frame.

 clicking on the ADVICE link in every category the advice management will open – where you can read what caused the gap and what you need to do in order to address it.

Each gap is defined by 3 elements:

  • Severity level
  • Status
  • Time frame to handle

 

You can change the “Status of each advice according to your progress, there are 4 types of “Status“:

  • Pending – represent new advice that requires attention.
  • Accepted – Indicates that you are currently addressing the issue.
  • Completed – Indicates you finished working on the subject and remove the item from the “advice” list.
  • Dispute – Set this status if you don’t agree with the advice and you wish to solve this issue with the vendor.