Triggering assessments

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 1 minute to read

    • You can trigger a Smart Assessment Engine assessment from the Workflow Studio or from a script. With either method, you specify a published assessment template, the assessors who respond, and other optional inputs.

    Triggering assessments

    Important:
    You can create an assessment only from a published assessment template. You can update a published template only if no active assessment is associated with the template.
    Trigger an assessment from Workflow Studio

    Configure the Trigger Smart Assessment flow action to initiate the Smart Assessment Engine assessments and send them to the specified assessors. You then add the action to your flow.

    For more information, see Configure the Trigger Smart Assessment Flow action.

    Trigger an assessment from a script

    Use a script to execute the Trigger Smart Assessment flow action to generate Smart Assessment Engine assessments and assign them to the assessors.

    An example trigger condition might be that the state in the control table changes to Attest.

    For more information, see Trigger assessments from a script.