Configuring Assessment Task Rules
Users can set up automated rules to add tasks upon submission of the assessment. The tasks can be configured from the rules tab located in the Template details screen.
Once you have created the Assessment Task, a notification will appear from the Alert Center. All tasks assigned to you can be viewed in the Tasks tab in the Alert Center.
To configure assessment task rules
Rules Configuration Pane Screen Reference
- Field
- Description
- Any/All
-
Select whether any or all conditions must be met to trigger the action.
- Trigger
-
Select the type of trigger you want to apply to the rule.
- Question
-
Select the question to which you want to apply to trigger the rule.
- Operator
-
Equal to: The rule will trigger the action if the respondent's answer equals the selected response.
Not equal to: The rule will trigger the action if the respondent's answer does not equal the selected response.
- Response
-
Select the response that will trigger the rule.
- Actions
-
Select Create task upon submission to apply task details.
- Task Name
-
Enter the name of the task.
- Assignee
-
Select the assignee of the task: Assessment Respondent, Assessment Approver, or Unassigned.
Note:If the section of assessment has multiple respondents or approvers, the task will be left unassigned. This is applicable if the you select Respondent or Approver in the assignee Selection Menu on the rule.
- Deadline
-
Select a deadline for the task completion.
- Description
-
Enter a description of the task.