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  • Enter new integration metadata: Subject, Company, Assessment Name, Description

  • Enter Benchmark Default Criteria for one of two types: Percentage Based, Days Based

  • Enter Field Mapping for Required Fields with optional notes

  • Enter Field mapping for custom fields and optional notes

  • Select Tool tip checkbox (optional) and text enter if selected

  • Save new Assessment Integration

Workflow Description

  1. Enter Integration information and Settings criteria for default benchmarks

  2. Save

  3. Enter Field Mapping required fields

  4. Select Show Tooltip checkbox and enter text (optional)

  5. Map required fields

  6. Select Add note and text enter (optional)

  7. Add custom field(s) (optional)

  8. Save

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