Auto refresh asssessable records scheduled EA assessments

[fibssy]

Hi, 

I hope someone can clear this up for me.

Recently our yearly schedules assessments for business applications went out and unfortunately the list of assessable records did not reflect the current situation, but was the same as the previous one. I suspect that this had to do with the conditions that you set in the Metric type and/or metric category.

On which level do you need to set conditions for business applications for assessable records to auto refresh for scheduled assessments? Whats the difference in behavior?

* Metric Type

*Metric Category

* Both

The documentation : Create metric types and generate assessable records states that the system creates an assessable record each time a new matching record is created. 

Does the system only create assessable records or also delete records that no longer meet the conditions set in the previous question?

Thank you.

@mcastoe 

[Mathew Hillyard · Accepted solution]

Hi @fibssy 

If both contain the filter then as with other survey filters (and other dynamic filters like Entity filters in IRM) it needs the most up to date condition in order to generate the correct records. As with other filters, you should expect that any assessable record that no longer matches the filter will be cancelled.

However, further down on the linked page it includes this:

Note: If you change the table or conditions, you must click Generate Assessable Records to create new assessable records.

This suggests that assessments must be manually triggered when you change the conditions. 

I hope this helps!

Mat

[Mathew Hillyard · Accepted solution]

Hi @fibssy 

If both contain the filter then as with other survey filters (and other dynamic filters like Entity filters in IRM) it needs the most up to date condition in order to generate the correct records. As with other filters, you should expect that any assessable record that no longer matches the filter will be cancelled.

However, further down on the linked page it includes this:

Note: If you change the table or conditions, you must click Generate Assessable Records to create new assessable records.

This suggests that assessments must be manually triggered when you change the conditions. 

I hope this helps!

Mat

[fibssy]

Thank you for the response.

[fibssy]

As an addition, in our case the the conditions dit not change, however, the assessments where still sent based on the same list of records from the previous year. The list did not refresh based on the current situation 😞

[fibssy]

Mathew, 

On which level do you set conditions for business applications and whats the difference in behavior?

* Metric Type

*Metric Category

* Both