Scheduled assessments

The system generates a unique scheduled job for each metric type with the Schedule type field set to Scheduled.

The system generates a unique scheduled job for each metric type with the Schedule type field set to Scheduled. Each scheduled job generates assessment components for the related metric type. By default, the scheduled job runs when an administrator executes it manually, but administrators can set a schedule to generate assessments automatically on a recurring basis.

For the system to properly generate scheduled assessments, the metric type must be active and published. The metric type must also be associated to at least one metric category. That metric category must be associated to one or more of each of the following items:

• Assessable record
• Stakeholder associated to one of the assessable records
• Metric

• Schedule an assessment
  After you have evaluated your questionnaires using on-demand assessments, edit your categories and metrics as needed, reset your metric type record, and select the users who are qualified to evaluate the assessable records.
• Schedule types
  You can schedule assessments for preconfigured users or send them to any user on demand.
• Set an assessment generation schedule
  You can set assessment generation schedules. You must set a schedule for each metric type individually.
• Publish a metric type
  Before it is possible to generate assessments, an assessment administrator must publish the associated metric type.
• Generate a scheduled assessment manually
  Administrators can generate scheduled assessments manually.
• Generate a vendor type assessment manually
  The Vendor Performance feature provides a direct method of generating assessments for the Vendor metric type.
• Clean up assessment data
  The assessment process generates a considerable amount of data, some of which is not useful after a short time.
• Assessment instances
  An assessment instance represents one occurrence of a questionnaire assigned to one user.
• View an assessment instance
  An assessment instance represents one occurrence of a questionnaire assigned to one user.

Related concepts

• Assessment metrics