Demand Assessment during the Screening Phase

[Lilia]

 We added stakeholders to demands but My Assessments & Surveys is not visible during the screen phase. Am I missing a setting or a role for the stakeholders?

Thanks

 

[Nick Z1 · Accepted solution]

On the 'Demand' form where the 'Assessment Data' tab exists there is a check box 'Assessment required'. Ensure it is checked. 

Once you have mapped Stakeholders to a particular demand then the stakeholder name will show up in the Stakeholders tab in the Demand form.

Stakeholders can then find their task listed under Self Service >> My Assessments and Surveys.

Hope this is what you were looking for.

Thanks

Nick

[Lilia]

Hi Nikhil,

we did all that, assessment required is checked but we are not sending assessments. It actually looks like it is assessing automatically on behalf of all stakeholders.

[Lilia]

Also, we (stakeholders) dont have My Assessments & Surveys visible.