Demand Assessment SPM

Parth_Poriya
Tera Expert

Hi All
Their is an requirement where in Demand Management process, when a demand reaches the 'Screening' state, the assessment (survey) sent to stakeholders should be dynamically assigned based on each stakeholder's group, so that group-specific surveys or questions are sent accordingly how give we achieve this ?

1 REPLY 1

Chavan AP
Tera Guru
To configure assessment scheduling:

Navigate to Metric Definition → Assessment Type

Locate the Demand assessment type (reference URL: https://dev203060.service-now.com/nav_to.do?uri=asmt_metric_type.do?sys_id=0556fa9a8f12110040f82ab2f0f923f8%26sysparm_view=assessment)

Update the Schedule Type field to "Scheduled"

In the Assessor section, configure the appropriate group or field to designate assessment recipients
This configuration will enable scheduled delivery of demand assessments to your specified target audience.

Chavan AP
[ Architect | Certified Professional]

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