Setting assessors in a business application assessment

[markdesouza]

Our team has been tasked to create an assessment for our business applications.  For now, we are trying to create assessments for the person in the "Managed by" field to take, against their financially significant application.  

This will be an on demand assessment, and when we go to generate the assessments we click the "assign to assessors" button.

However, when we generate assessments, we expect to see the assessment created only for the applications managed by the individual user:
Bob smith manages app a, and b; Bill jones manages app c and d.  We expect to see only apps a and b appear for Bob, and apps c and d appear for bill.

Instead, Both Bob and Bill have all 4 applications on their assessment.  Can someone give insight into how this should be set up so that the assessments only include questions for the applications that each respective user manages?

[izzeee]

Hi Mark, 

I'm running to the same challenge, and wondering if you had any updated findings or solutions.

There doesn't seem to be a lot of helpful info in the internet yet, but one SN video stated that "available assessors are those specified under the conditions tab", so it appears in your example, you should be adding an additional condition under the Metric Type condition tab to ensure managers only get assessments for their respective business applications? I tried playing around with setting the condition with "Dynamic (Me)" or "Dynamic (one of my groups)", but it then was checking against myself... 

Any info is greatly appreciated!

[markdesouza]

Hi Izzeeeeeeeeeee,

I actually did solve it but there's a bit of manual work.   I'll try to walk through what we found during the creation of our business application assessment.

So, first, when you generate assessable records, the assessable records would be created at the metric type level. There were a couple of posts that talked about going to Assessments > advanced > create stake holders and that seems to get messy.  We found for our first round, we did not have to do this step. We just clicked "Generate assessments" and the assessments generated as we'd expected. Managers would get 1 or more business applications they would need to assess in one single assessment.

Where it got dicy for us was if we needed to change the filter at the metric type level.  We will be doing financially significant applications first quarter and non FSA apps in the third quarter.

When we changed the filter, we then needed to go into each category and edit the related list of assessible records, removing them or adding them accordingly.  We also checekd the assessors related list but it seemed that once we edited the assessable records per the parent metric type, the assessors related list got edited as well.  

I'm wondering if actually changing the filter at the category level will change the list... That's something I'll try today and see. 

[Marlon Dale]

Did you ever get it to work how you wanted to that managers only received assessments for the business applications they are the manager of?