As a Subject Matter Expert (SME), you assess the IROs that an Analysis Owner has assigned to you. This article covers activating your account, reviewing IROs, and submitting your assessment.
Note: you only see the IROs assigned to you. These are the IROs being assessed individually in this cycle.
Account activation
As an SME, you receive two emails from Datamaran:
- Account activation email: contains a link to activate your temporary user account.
- Assignment notification: a message with the topic(s) assigned to you.
Important: you must activate your account before you can begin your review.
Reviewing and submitting IRO assessments
Once logged in:
1. Open your assigned topic(s)
You see a list of all Impacts, Risks and Opportunities (IROs) assigned to you within that topic.
2. Review IROs
- Click into each IRO to begin your assessment.
- Use the version history icon (top right) to view previous assessments, if available. Click Copy this version to use previous scores as a baseline for this year.
- The reference score shows an average based on already-submitted reviews from other reviewers on the same IRO.
3. Complete the assessment for each IRO
- Rate all relevant criteria: Time Horizon, Likelihood, Scale, Scope, Irremediability, Magnitude.
- After scoring the criteria, you see the calculated IRO score.
- Update the Custom Fields the Analysis Owner has made editable for SMEs. These come pre-filled with the Owner's values as a starting point. Edit them to reflect your assessment. You are editing your own copy, so your changes do not overwrite the Owner's original values.
- Provide a rationale for your rating. If it is not relevant, write N/A.
- If an IRO is not applicable, leave the criteria blank and write Not applicable in the rationale.
4. Submit the IRO assessment
Once the IRO is assessed, click Submit at the bottom of the modal. You are prompted to confirm.
After confirming, return to the main screen to continue with the remaining IROs.
Note: this action is final and cannot be undone. Ownership and editing rights return to the original editor.
Saving progress (optional)
- To save work in progress, use the Save button.
- Your draft is saved automatically, and you can return to complete and submit it later.
Additional notes
- SMEs can only access the IROs assigned to them.
- You can edit the Custom Fields the Analysis Owner has made editable during your assessment (see step 3). Properties can only be edited by the Analysis Owner.
- Once all assigned IROs within a topic are submitted, the topic's status label changes to Done automatically.
- Repeat these steps for each assigned IRO.