Hi,

Appendix for this article can be found Here

We use assessments to evaluate, score, and rank records from any table in the system.

In this article we shall see how to configure assessment, create stakeholders and then generate assessments.

Step 1: Create new “Assessment Type”.

Step 2: We need to select the source table, records of which will be assessed. For example, in the below image you can see that the source table is Business Application.

Step 3: Create a new Metric Category

Step 4: Create Metric category and assessment metric (assessment metric is the question)

Step 5: Add category users, who will be eligible to be stakeholders(users who will be taking assessments).

Step 6: Publish the survey by going to the assessment metric type

Step 7: Generate Assessable Records

Step 8: Create Stakeholders by navigating to “Create Stakeholders” modules under “Assessments -> Advanced”

Step 9: Get back to Metric Type where you can find Generate Assessments button

The stakeholder is now ready to take the assessment under “My Survey and assessment”

Lets quickly skim through an example to make things more clear.

Lets create an Assessment metric type "Customer Satisfaction" having metric category "CSAT" as shown in the image below.

--> Navigate to Assessment metric type "Customer Satisfaction". Make sure that you publish and generate assessable records which will result in the entries in the assessable records tab as shown below.

--> Now lets add two users say Abel and Abraham so that they can be stakeholders, in the users tab of metric category as shown below.

--> Navigate to create stakeholders tab and associate the category users to the assessable records, make sure that the info message appears as shown below

--> Lets impersonate and check the assessments in "My Assessments and surveys" module of Abel tutor. As shown below, there are no assessments Abel has to take. (Verifying before sending assessments).

--> Now lets jump back to System administrator and generate assessments in the metric type.

--> Now impersonate back to Abel Tutor, you will find "Customer Satisfaction" Assessments that he needs to take in the "My Assessments and Surveys" tab.