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. 

[BijoyDeb]

@Dr Atul G- LNG , Thanks for the help, but what i want implement is,

if change request in initiated, i want to notify 'Requested for' person that he needs to complete a risk assessment.

There is one OOB customer satisfication surevey as well, which is sent to user once task is closed which i think is defined using trigger conditions for survey.

In similar fashion, i also want to implement for my case

I tried same but no luck

[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. 

[BijoyDeb]

Thanks @Dr Atul G- LNG , 

   I will consider sending notification when user click 'Request Approval' and then based on risk assessment responses , change request will be updated.

  If possible, just let me know how i can  send notification to 'requested for' which will redirect him to fill the risk assessment.

Thanks

[Dr Atul G- LNG · Accepted solution]

Hi @BijoyDeb 

I am not a pro here but my thought say it is not possible to send the Risk assessment link as it is from UI action.

Instead of this add change number in notification which redirect user to change. 

Also, when user click on Request Approval, if you send notification and no risk assessment field then change will move to next state.

So better, when a user click on Request approval, 1st check if risk assessment has been filled or not. If not then send notification and also show error - Risk assessment is mandatory and bring change back in New state.

[BijoyDeb]

Ok thanks, will do that!