tldr; I am trying to create an assessment that goes out on completion of a project. When I use [Assign Assessment] it sends the user an assessment of all the assessable records where the category isn't empty. If I use the [Assign to Assessors] button it sends an assessment out to the users in 'user field' for all assessable records.
longer version:
- I created a question bank with a bunch of questions
- I created a Assessment Metric Type
- conditons:
- table: pm_project
- state [is one of] (closed complete, closed incomplete, closed skipped)
- Assessors:
- user field: Additonal assignee list
- In Metric Categories, I added the question bank
- Generated the assessable records
Then I added myself and another into the additional assigness list on a singular project. Went into the Assessable Record of that project and the Category to it.
Went into another Assessable record of another project where the assignee list is empty. Added category to it.
Went back to the Assessment Metric Type, and clicked the Assign to Assessors button. The assessment it sent out has questions for the original project, as well as the project where no one is in the list.
Also when I use the [Assign Assessment] and choose someone thats not in Additional assignee list of any project, it sends out an assessment for all assessable records that have a category assigned.
Been going through the docs; Generate an on-demand assessment for multiple assessable records (servicenow.com)
step 4 states:
To assign the assessment to users configured in the Assessors tab of the assessment, click Assign to Assessors.
I'd expect this meaning it would assign specific assessments to users in the user field, not all available assessments to every user in every assessment user field. Am I just understanding the useage of this wrong?
How do I get assessments to go out to particular people for a particular thing and only that thing.. I guess I could go into each assessable record and manually assign to people from there, that seems to have the expected behavior but I feel like I'm missing something or totally misunderstanding how this works.
The PM just wants feedback from users when projects are done, asking how the team did. Originally was going with a survey but then started reading about assessments and they seem like they are exactly what this is for.
