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?

[Rshear]

Issue I have is..in Eureka instance. Doesnt matter what I do the assessments do not auto create when going to screening state.

In my Helsinki dev instance it works every time.

V v frustrating as not much documentation out there and see a couple of threads with people having the same issue.

grrrrrrrrrrrrrrrrrrrrrrr

[The SN Nerd]

I'm having the same issue, but it only occurs in one particular instance.

Did you solve this?

[roderickdaniels]

Yes Assessments could use more documentation and a step by step guild.

[Matt Hernandez]

In Helsinki, it works like Toney Vecchio said, there is a business rule for the demand table called, "Create OnDemand Assessment". It looks at the stakeholder table (dmn_m2m_demand_stakeholder) for the demand you're saving, and generates an assessment group with an assessment instance for each stakeholder who had the 'assessment=yes'.

All the assessments are generated by this one command:

SNC.AssessmentCreation()).createAssessments('<sys_id of metric type Demand>', current.sys_id, <csv list of stakeholder sys_ids>, false, "");

This is OOB and it sends assessments nicely, HOWEVER...it doesn't lend to easy reporting. The assessment instances are generated without any reference back to the Demand. There is a sys_id for the source Demand further down on each assessment question (asmt_assessment_instance_question.source_id), but ultimately I had to create a database view of demands + assessment questions to get us what we needed for reporting.

[Jaison Joy]

I've built a UI action on the demand form to create assessment instances, which then appear in a related list under the demand. However, I've all the questions of all metric categories coming in one instance. I want each category to be created in a different instance. Any help would be really appreciated.