Smart assessment for BIA

AlsuT · 3 weeks ago

Hello,

I am trying setting up an RTO Smart assessment for BIA template (and utilising demo data subflows).

When I get to Automations and attempt to set up an action in "then", I am seeing a dropdown of actual approved BIAs rather than what I am seeing in the demo assessment in my PDI - a pill "Scope Based - Impact Analysis".

Can you advise please, why is that and what needs to change?

Thanks in advance!

Matthias Ferstl · 3 weeks ago

Hi!

The "pill" is not there until you created the relation.
In you case click on the small wand icon. You should see something like this:

If not, check the settings of your assessment in the details section under "General".

Make sure you selected the right scope (in my case controls, should be different in your case).

Please mark answers (not only mine) as helpful if they were
and "accepted solutions"This motivates others to take part, post solutions and find answers. Thanks! - Mat

View solution in original post

Matthias Ferstl · 3 weeks ago

Hi!

The "pill" is not there until you created the relation.
In you case click on the small wand icon. You should see something like this:

If not, check the settings of your assessment in the details section under "General".

Make sure you selected the right scope (in my case controls, should be different in your case).

Please mark answers (not only mine) as helpful if they were
and "accepted solutions"This motivates others to take part, post solutions and find answers. Thanks! - Mat

AlsuT · 3 weeks ago

Thanks, Matthias!