Demand Management Assessment

[march]

In the current demand management flow when stakeholder identified as assessment recipient are selected, assessment are generated in the screening phase for those stakeholder.

So far, so good.

The problem we have is that it is not very straightforward for the demand manager to track the assessment status.

Does anyone know if there is a way to show the status of the ongoing assessment directly from the demand record?

[Brian Gadeberg · Accepted solution]

Hi march,

My answer is based on London functionality

Demand Assessment use the baseline functionality of the platform - SNC DOCS: Assessments

When a demand changes state from Submitted to Screening, the assessments are send to Stakeholder Assessment recipients.

Some Assessment are done based on data from the demand and are published instantly in the related list named "Assessment results" e.g. Cost, Size and Risk (Created by the user changing state to screening). You have to add it as a related lists.

When Assessment recipients starts to submit their assessment two new categories are published - Risk and Strategic Alignment (Created by the first user to respond). If you click and open the Assessment group (in any category) - you will see 3 related lists. Assessment instance will give you the answers you are looking for.

If you want to see Assessment Instances as a related list on the demand all you need to do is create the relation as a related list - SNC DOCS: Related list - See Section "Create defined related lists"

If the answer is helpful please mark is as helpful and if the answer solves your question please mark it as correct answer.

Regards, Brian

[march]

Thank you Brian.

It works.