Generate an on-demand assessment

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

    • Use on-demand assessments to familiarize yourself with the basic assessment process and test your questionnaires using minimal configuration.

    Before you begin

    Role required: assessment_admin or admin

    About this task

    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.

    Procedure

    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.