How to create a new Assessment

Creating a new assessment configures the inputs that drive Prudentia's analytic engine. The information you enter here directly shapes the scope of the analysis, so you will want to ensure you have your asset details on hand before you begin.

The process of creating a new assessment is organized into seven steps. Fields marked with a red asterisk (*) are required before you can advance to the next step. Every step after the first includes a Previous button, so you can go back and adjust any entry before committing the assessment to the system.

Basic information (Step 1)

Provide the core identifying details for this assessment. The assessment name will be visible to all authorized users in this workspace.

Field	Action
Assessment name*	Enter the name you want to appear in your assessments list. Maximum 50 characters.
Owner*	Select the assessment owner from the dropdown list of authorized users. If the person you need isn't listed, contact your Prudentia Customer Success Manager or your workspace Administrator.
Company	Enter the name of the company associated with the asset being evaluated.
Category	Enter or select the category for the assessment (e.g., Pharma).
Start date*	Enter or select the start date of the assessment using the date picker.
End date*	Enter or select the end date of the assessment. You will receive a reminder as the assessment approaches its archival date. Note that setting dates also initiates the data archival process. As a user, you are responsible for deleting the data.
Logo	Add a logo by dragging a dropping the logo file from your desktop or uploading from a file on your computer. Image files must be follow these guidelines: 5mb maximum 250x250 pixels .png or .jpg file format only

Disease Characteristics (Step 2)

Define the medical context for this assessment. These fields establish the therapeutic area and specific indication your asset targets, which helps Prudentia scope the assessment accurately.

Field	Action
Therapeutic area*	Select the therapeutic area from the dropdown.
Disease area*	Select the specific disease from the dropdown. This list is filtered based on your therapeutic area selection.
Indication*	Enter the specific indication associated with the assessment.

Target Characteristics (Step 3)

Describe the biological basis of the therapy. These details frame how the treatment is expected to work and establish its relevance to the disease context defined in the previous step.

Field	Action
Target*	Enter the biologic target of the therapy.
Mechanism of action*	Enter the mechanism of action.
Pathway	Enter the biological pathway the therapy affects.

Treatment Characteristics (Step 4)

Enter the core details about the treatment itself. These inputs give Prudentia a full snapshot of where the asset sits in the development pipeline and directly influence the scope of the assessment output.

Field	Action
Modality*	Select the modality for the treatment from the dropdown.
Development stage*	Select the current development stage of the treatment. This field directly influences the assessment output — for example, Prudentia will not surface Phase II data if the asset is currently in Phase I.
Asset type	Select the asset type from the dropdown.
Drug name	Enter the drug name. At least three names are required — include the primary name and any synonyms or aliases.

Workflow and Data Settings (Step 5)

Configure how the assessment will be managed, and review the public data sources Prudentia will include in the assessment. Scroll within this step to see the complete list of included sources — these are predefined and cannot be modified.

Field	Action
Workflow management	Workflow management is enabled by default. Keeping it on provides structured support for task assignment, approvals, and due dates throughout the assessment. If this is an early-stage evaluation and your organization hasn't yet committed resources, you can disable it by toggling the slider off.

Team members (Step 6)

Invite the collaborators who will contribute to this assessment. The dropdown lists all authorized users in your workspace; only users who have been set up in your organization's SSO will appear here. If someone is missing from the list, contact your Prudentia Customer Success Manager to have them added

Review and create (Step 7)

Review all the information entered across the previous six steps before submitting. Make any final adjustments using the Previous button to navigate back. When you're satisfied everything is correct, click Create assessment. Prudentia will take you directly into the new assessment to begin the assessment.