Has anyone implemented the capability to cancel or reassign a Vendor Tiering Assessment

[Phil Addison]

Has anyone implemented the capability to cancel a vendor tiering assessment? From my knowledge, the only way to effectively cancel a VTA is to manually set the "Active" flag to false. 

2nd question - Has anyone implemented the capability to reassign a VTA? Right now, the only way that I can see to reassign a VTA is to create a new assessment, and deactivate the old VTA. 

Thanks. 

[Mathew Hillyard]

Cancelling a VTA is not available within the baseline instance. There's not even a Cancelled state. It would require customising to action the facility to Cancel, presumably with a custom state, and driven off a UI action or similar. You'd then need to handle what happens next (vendor still needs to be tiered).

For reassigning in-progress assessments, is there any reason why you cannot just change the Assigned to?

[Phil Addison]

Mathew, 

Thanks - That confirms my initial thought that there would have to be some amount of modification to the workflow. 

For the second part, we're looking to be able to change the Tiering Assessor (worded the initial post a bit wrong) and have the change propagate to the assessment instance. 

Cheers

[Jamal Zafar]

Hi Phil, did you get an answer? Can you share the solution if its resolved?

[KG2]

Hi Jamal,

You can do the below:

We have implemented the reassign functionality without a custom solution by letting the analyst update the "Assigned To" on the Assessment Instance (This shows under the Assessment Instance tab on the Tiering Assessments). This will let the new Assigned To to complete tiering assessment and the flow works fine. Please note, this will let you complete Tiering Assessments end to end , but the new assessor will not be updated on the Tiering Assessment.

If you want to update the Tiering Assessor too, you might want to create a BR whenever assigned to on assessment instance is changed or Create a new "Reassign" button which will take care of it all.

@Phil Addison  has marked my answer as helpful but for some technical issues, it doesnt show up.
@Phil Addison Can you please mark it helpful ,if it has helped in anyway.

In our case ,we had very few cases where we needed tiering assessments to be reassigned , hence we are fine with not updating tiering assessor on form. The caveat was already highlighted and approved.