Every assessment relies on the creation of a meeting event. In the image you provided there is no meeting created/selected. The reason the meeting event is critical is that in creating a meeting you will select. meeting type (i.e. Business Review, Cybersecurity Assessment, Cloud Assessment, etc.) this controls the following:
1. Which templates will be applied from those in the customers template library
2. How the data is grouped for long term use, and
3. What reports will be generated
4. Ability to hold simultaneous assessments (ie. QBR and a Cybersecurity Assessment) without conflict.
4. Ability to close and archive and trend results by meeting type.
To unlock your template you need to create the meeting event using the steps below.
1. Go to Customer > [Customer Name] > IT Review > Calendar
2. Click New Meeting and schedule the meeting (choosing your meeting type which is likely Business Review)
3. After you create the meeting choose it from the meeting selector to set the IT Review and unlock all the associated questions.
4. After your meeting is conducted and updates are made to generate the final report we close the meeting from the inside the IT Review from More > Close Meeting [Meeting Type] which will then archive the meeting results and build trend scoring More > Archived Meetings & Trend Data. When you schedule the next meeting the previous period's results will be available for modification.
