Launching an Inventory Assessment

You can launch an assessment on an inventory record from the inventory.

Important:

If the creator of an assessment is the same as the respondent and approver of the assessment, users will not receive email notifications when the assessment is Assigned, Approved, or Completed. However, if the assessment is auto approved upon submission then the respondent will receive the Assessment Completed notification.

To launch an inventory assessment

  1. On the Data Mapping Automation menu, select Assets or Processing Activities. The Inventory appears. 

  2. Hover over the inventory record you want to assess until a Context Menu button appears.
  3. Click the Context Menu button. The Context menu appears. 

  4. Select Launch Assessment. The Create Assessment screen appears.

  5. Complete the fields. For more information, see Create Assessment Screen Reference
  6. Click the Create & Send button.

Create Assessment Screen Reference



Field
Description
Assessment Name

Enter a name for the assessment you want to launch.

Template

Select the template you want to use to launch the assessment.

Approver

Select the approver for the assessment.

Respondent

Select or enter the email address for the respondent for the assessment.

Reminder

Enter the number of days before the deadline which the respondent(s) should be reminded to complete the assessment.

Deadline

Select the day on which the assessment is due.

Description

Enter a brief description of the assessment you are launching.

Comments

Enter comments or further instructions which will be provided to the respondent.

To view an assessment

  1. Select an inventory record name from an Inventory list screen. The Inventory Details screen appears.

  2. Select the Assessments tab. A list of assessments for the inventory record appears.
  3. Click the name of the assessment to open the assessment.
    Note:

    The assessments shown are those that have been launched from the inventory record.