Edit findings for self-performed evaluations

Who can use this feature?

• Organization administrators, workspace administrators, and workspace users.
• Available for Accelerate and Enterprise.

You can retroactively update finding details, like the severity or issue frequency, at any time for self-performed evaluations completed with the Test Accelerator. 

On this page: 

• Edit findings in the platform
• Edit the status of one or more findings in the platform
• Edit a finding in the Test Accelerator
  • Open the extension
  • Open the evaluation
  • Edit the finding

Edit a finding in the platform

Findings for completed evaluations must be updated in the platform.

To edit an evaluation finding in the platform:

1. Navigate to the workspace level. 
2. Under Workspace, select Digital assets.  
3. Select the digital asset with finding you want to update.
4. Under Expert Audits, choose Manual evaluations.
5. Choose the evaluation name.
6. Select Findings.
7. Locate the finding you want to update and select the finding ID. You can sort by any of the column headers or use the filters.
8. Choose Edit.
9. Make your changes.
10. Select Save.

Edit the status of one or more findings in the platform

You can change a status of an individual finding, or bulk-change the status of multiple findings. 

To change the status of an individual finding:

1. Navigate to the workspace level. 
2. Under Workspace, select Digital assets.  
3. Select the digital asset with finding you want to update.
4. Under Expert Audits, choose Manual evaluations.
5. Choose the evaluation name.
6. Select Findings.
7. Locate the finding you want to update and select the finding ID. You can sort by any of the column headers or use the filters.
8. From the dropdown menu, to the left of the Edit button, choose a desired status. 

To bulk-change the status of multiple evaluation findings: 

1. Navigate to the workspace level. 
2. Under Workspace, select Digital assets.  
3. Select the digital asset with finding you want to update.
4. Under Expert Audits, choose Manual evaluations.
5. Choose the evaluation name.
6. Select Findings.

7. Select the finding IDs of the findings that you want to update in bulk. 

Note: Dismissed finding statuses can only be changed individually.

8. From the Bulk action menu, select Change status. The Bulk change status dialog is displayed. 
9. Under Change status to, select the new status you want to assign to the selected findings. 
10. Select the Change status button to confirm the new status. 

Note: You can bulk-change the status only for findings that you have permission to modify. For example, you cannot change the status of findings created by Level Access staff. Likewise, users with the Staff role cannot change the status of manual findings created by you or other members of your organization.

Edit a finding in the Test Accelerator

Findings for in progress evaluations must be updated in the Test Accelerator.

Open the extension

To open the extension:

1. Open your browser and go to the page you want to work on. The extension won’t load on a blank tab. 
2. Select the Extensions menu next to the address bar.
3. Choose Level Access extension. The extension will open in your browser.
4. If you're not already logged in to the extension:
   1. Select Log in. 
   2. Enter your platform URL.
   3. Select Next.
   4. If you're not logged in to the platform, log in.

Open the evaluation

To test with the browser extension:

1. Select Evaluations.
2. Choose the digital asset. Any evaluations you've created will populate.
3. Select the evaluation.

Edit the finding

To edit an evaluation finding in the Test Accelerator:

1. Select Continue testing.
2. Find the page you want to test and choose Test this page.
3. From the left-hand navigation, choose Findings.
4. Locate the finding you want to update and select the finding ID. You can search by keyword or sort by ID.
5. Make your changes.
6. Select Save.