Can we send/schedule risk assessments for change management to end users?

[BijoyDeb]

Hi all,

I did installed change management- Risk Assessment plugin on PDI and now i can see this risk assessment module.

Now i want to know if i create a risk assessment with some condition, then

1. who will perform that risk assessment (i was thinking the user who requested change he will)

2. Is there any way to send that assessment to whoever is going to perform via notification , if condition for the risk assessment are met

  As of now, i was seeing 'Risk Assessment' related link on change request form, which is used to fill assessment.

please let me know with some idea for above 2 que, thanks!

[Dr Atul G- LNG · Accepted solution]

Hi @BijoyDeb 

Sorry for delay in response. 

Let me put a case here:

- Let say user raise a change on Day 1 with very minimal information , (for sake to create a change only)

- User get email about risk assessment. and he filled the risk assessment.

- After 5 days user updated the change with more information , also changes the priority and other technical details.

In this do you think risk assessment is valid which is filled earlier? I am sure answer is NO 

So first we need to decide when is risk notification must trigger? What time / state / etc. (There are many case we need to think before we define notifictaion)

2nd As you said you need it like survey but why you want to duplicate the information which is in risk assessment on new Survey designer.

So buddy, it is not a good requirement. Educate user and your work will be done. I am happy to discuss 1-1 if required. 

[Community Alums]

Hi @BijoyDeb ,

There are two methods to calculate the risk of a change. The Best Practice - Change Risk Calculator is activated in the base system by default. Change Management - Risk Assessment is optional.

• Change Risk Calculator uses predefined properties and conditions to calculate a risk value.
• Change Management - Risk Assessment uses information provided by the end user to assess a risk value.

The two methods can be used individually or together, depending on your requirements. If the methods are used together, the highest risk value from both methods is always selected.

If you activate Change Management - Risk Assessment, the administrator can add the Task Assessment > Task related list to the change request form, if necessary. The related list displays risk assessments associated with the change request.

• Define risk assessments

  Change Management - Risk Assessment provides a flexible way to capture information from the end user to calculate the risk of the associated change request. You can define the risk assessment questions, thresholds, and conditions that calculate risk for any change request.

• Perform risk assessment

  You can perform risk assessment of existing change requests after the risk assessment criteria are defined. After assessing the risk, you can view the risk assessment responses in the change request.

[Dr Atul G- LNG]

Hi @BijoyDeb 

Greetings!!

I did installed change management- Risk Assessment plugin on PDI and now i can see this risk assessment module.

Now i want to know if i create a risk assessment with some condition, then

1. who will perform that risk assessment (i was thinking the user who requested change he will)

Atul: Risk assessment done / performed by the requestor who raise change or he /she can take help from tech/deployment / change  team ( If required)

2. Is there any way to send that assessment to whoever is going to perform via notification , if condition for the risk assessment are met

Atul: When you say send assessment means notification to user who need to perform or after assessment to verify? Also please help me to understand what is meaning of  if condition for the risk assessment are met. Means how you are going identify. ( In practical risk assessment need to done for every type of change except Standard).

[BijoyDeb]

@Dr Atul G- LNG , Thanks for reply, 
By 2nd question i mean to say is,

If i create a risk assessment and within that i define condition lets say requester is abel tutor and then question and all for that risk assessment.

Then what i want is, whenever abel tutor create a change request, he should be notified that he has to complete that risk assessment

either by means of notification (which will redirect to that assessment), or

in my surveys module for him

Please let me know if you have any for this

Thanks!

[Dr Atul G- LNG]

Hi @BijoyDeb 

My experience say , it's a education not the coding or notification. if you educate your users about the process then it is easy for you to maintain the system.

What max i can suggest, put a validation condition when a user click on Request approval. If risk assessment has atelast1 record it will proceed else user need to do risk assessment first.

Reg. Notification

- You can send notification ( Survey type I will not recommend) but on which condition the notification trigger. May be a a change in new state for 2 week after creation and number of stuff get change in same. 

In Risk assessment , you can create any number of questions. 

So recommended to educate user and give some breath space to system,