Automatically creating assessments on Demands

[Mikolz]

Can someone clarify assessments for me? It doesnt appear that the system is behaving correctly, at least to my understanding. We are currently implementing Demand Management and are configuring assessments for the prioritization of demands. I have created a test Metric Definition Type that contains some sample categories/metrics for testing purposes. I have specified the Schedule Type to be On Demand and set the filter condition approriately and Published the metric type. Now according to my understanding, this allows you to manually create an assessment instance for any of the assessable records that are created from the resulting filter. I want these assessmnent instances to be created as soon as a Demand state moves to submitted automatically. To do this, I created a correponding Trigger Condition for the Demand table the references my newly created assessment metric type above. I selected a user field that I know will be populated for testing purposes and unchecked the "Trigger Randomly" setting as I want these assessments to be sent everytime. The condition filter has been set to "State is Submitted". To my knowledge, now when I create a demand and submit it, an assessment instance of my metric type should be sent to who I specified in the trigger condition user field. This is not happening. Am I missing something in the bigger picture?

[mitzaka]

I am also very interested in finding the answer to this question. I cannot make the tool send those assessments/ approvals automatically when the demand hits Screening stage and according to the wiki this is what I should expect.

Also, what is the point in the Decisions? I created a couple of them and I expected that I need to have both approved to move the demand to Approved. However, it seems that one is enough and I was able to move the demand into Approved even with the second decision pending (though I had the Approval Needed set to YES).

The whole thing with the multiple assessors / approvers does not seem to work very well OOTB....

[mitzaka]

I guess no update here, huh?

[mitzaka]

I think I finally understood this:)

The automatic creation of assessment instances is bound to the metric type - if it's on-demand, you have to generate the assessment manually by using the 'Assign Assessment' button.

If you want to generate assessments automatically as the state of the demand goes to Screening, then you have to use the metric type 'scheduled'. Just have in mind that you need to set users for a certain metric category, so that these users will be the ones who will receive the assessments to take. After you set this up, you can manually trigger the assessment generation (will create assessment instances for all category users) or set up a scheduled job to do this whenever you like.

It worked in my test instance, so I guess this is the approach.

Good luck!

[toneyvecchio1]

I utilize Demand Management > Settings > Assessments. You can build Metric Categories with Type = Demand and a specific filter condition.

Once that is setup, once you move a demand in to screen, stakeholders are utilized in the related list, and those stakeholders have assessment recipients = true, the screening stage shoots off all of the metric categories that match the filtered conditions. Say 3 metric categories matched based on Type = Change, 1 assessment with 3 metric sections would be delivered.