Generate an on-demand assessment

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Use on-demand assessments to familiarize yourself with the basic assessment process and test your questionnaires using minimal configuration.

    시작하기 전에

    Role required: assessment_admin or admin

    이 태스크 정보

    Select the assessable records to evaluate, create the categories and questions, and then assign an assessment to a user in the system. Pre-configured stakeholders are not used for on-demand assessments.

    프로시저

    1. Create a metric type and set the Schedule type to On demand to allow for testing of your assessment configuration.
    2. Generate the assessable records for the metric type you created.
    3. Create the metric categories required to evaluate the assessable records selected.
    4. Create one or more assessment questions, or metrics, for each category.
    5. Publish the assessment.
    6. Perform an on-demand assessment to test your categories and metrics.
    7. Analyze the assessment ratings in an assessment scorecard or decision matrix.