Disable demand assessments

[Leonel Sandroni]

Hi everyone

I'm trying to set as manual the score demand calculation. Currently this value is based on demand assessments scores

I deactive 2 business rules and it works in part

But the problem here is when I change the state from screening to qualified. Despite the 2 business rules I deactivated the score demand is again calculated automatically based on assessments results. 

I really need that this calculate be only manual and I don't know what else should be configured. I think in DemandUtil script include maybe, but at the same time it could make some problems.

Do you have any similar requirement? any suggestion?

[Namita Mishra]

Hello @Leonel Sandroni ,

First I would like to understand the business case behind this requirement.

From the screenshot, it looks like you would

1) Send the assessment to all the stakeholders when demand's state = screening

2) Once all the assessments are submitted, the demand moves to qualified state and now you do not want to use the score calculated as a result of the inputs provided by the assessment results.

Filling in the assessment requires significant amount of time and if the stakeholders' assessment is not to be used in calculating the score then why to send the assessment?

Thank You!

Namita Mishra

[Leonel Sandroni]

The requirement is -set as manual the demand score calculation-. I just need that demand managers put their own values in risk/size/value field and then the score demand be calculated automatically.

Currently, the demand managers can't calculate it manually because the demand score value is based on assessment results, so when they put their own risk/size/value values to obtain the demand score, it will be not sufficient because the demand score will change again based on the assessment results when the state changes to qualified or when the demand is updated.

I don't know how to set it. I tried it deactivating the 2 business rules I mentioned but it's not enough.

[Namita Mishra]

Hello @Leonel Sandroni ,

Thanks for the response. 

Based on the requirement - " I just need that demand managers put their own values in risk/size/value field and then the score demand be calculated automatically." If demand manager has to put his own values then 

1. Do not send assessment to the stakeholders. Reason - Values need to come from demand manager.

2. Set the "Assessment Required" field as false. This way no assessment will be sent to the stakeholders. Demand manager can set all the values.

In fact you can also remove the screening.

After making "Assessment Required" as false, Screening has no use. Click on Screening would transition to Qualified.

Hope this will resolve the query. If it does please mark the response as correct to help me and other community members.

Note:  As a process, setting the values by the demand manager is not a good practice because the whole idea of collaborating and taking a decision is defeated when one person sets the value.

Thanks,

Namita Mishra

 

[Leonel Sandroni]

Yes, that is the best solution but something I forgot to mention is my client wants to keep the screening state working...I explained him that screening is a particular state for assessments and no more but he still wants to work with screening state 😒...

...and that's the reason why I'm asking for configurable solutions or any similar