Generate an on-demand assessment for one assessable record

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • When you generate an on-demand assessment from the Assessable Record form, the resulting assessment contains questions from the categories associated to the assessable record.

    Before you begin

    Role required: assessment_admin or admin

    Publish the assessment.

    Procedure

    1. Navigate to All > Assessments > Assessable Records.
    2. Open an assessable record associated to a metric type that has the On demand schedule type.
    3. To assign the assessment to users configured in the Assessors tab of the assessment, and other specified users, perform these steps.
      1. On the Assessment Metric Type form, click Assign Assessment.
      2. Select a user from the Recent Assessors list or select a different user.
      3. Click OK.
    4. To assign the assessment to users configured in the Assessors tab of the assessment, click Assign to Assessors.

    Result

    The system generates an assessment instance assigned to the selected users.