Assessment with Review and Feedback Loop

Lucas Simões
Tera Contributor

4 weeks ago

Hi everyone,

I’ve got a scenario that fits almost perfectly with the Assessment feature, but with some additional requirements:

  • Once an assessment is answered, it should go through a review process.

  • The reviewer could provide feedback linked to each assessment field, and the assessment would then be sent back to the assessor to revise their previous responses.

My question is:
Is there anything close to this out of the box or would this only be possible through customizations?

Has anyone faced a similar use case, and if so, how did you handle it?

Thanks in advance for any insights!

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2 REPLIES 2

Ajay_Chavan
Kilo Sage

4 weeks ago 

Extend Assessment Framework: 

Custom workflow on asmt_assessment_instance table

Add approval process with states (Submitted → Under Review → Needs Revision → Approved)

Custom fields for reviewer feedback per question

Business rules to send back to assessor
Glad I could help! If this solved your issue, please mark it as ✅ Helpful and ✅ Accept as Solution so others can benefit too.*****Chavan A.P. | Technical Architect | Certified Professional*****
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Lucas Simões
Tera Contributor
In response to Ajay_Chavan

2 weeks ago

Thanks for your reply!

Here we are avoiding customizing that much to accomplish our objective.

The custom fields for reviewer feedback would be harmful because there are more than 120 questions.

Thank you again!

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