Launching Incident Assessments

You can directly launch an assessment from any stage of the incident workflow. You can also link assessments that have already been launched to an incident.

You can view active, archived, and deleted assessments on the Incident Management menu. Deleted assessments appear in the Recycle Bin.

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 incident assessment

  1. On the Incident Management menu, select Assessments > Active.

    The Assessments screen appears.

  2. Click the Launch Assessment button.

    The Launch Assessment screen appears.

  3. Select a template by clicking the Select button.
  4. Complete the fields. For more information, see Launch Assessment Screen Reference.
    Note:

    Currently, you cannot add user-type attributes when launching assessments. This feature will be available in an upcoming release.

  5. Click the Launch button.

Launch Assessment Screen Reference



Field
Description
Name

Enter the name of the assessment.

Organization

Select an organization responsible for the assessment.

Respondent

Select the users who will respond to the assessment.

Assign sections while launching this assessment

Check this box to assign sections when you launch the assessment.

Approver

Select the users who will approve the assessment when the respondent has provided answers.

Assign approver workflow stages while launching this assessment

Check this box to assign approver workflow stages when you launch the assessment.

Show More Details

Description: Enter a brief description of the assessment.

Comment: Enter a relevant comment related to the assessment.

Deadline: Select or enter the deadline by which the assessment needs to be completed.

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

Tags: Add tags to the assessment to help define the assessment.

To link an assessment to an incident

  1. Go to the Incident Details screen for an incident.
  2. Go to the Assessments tab.
  3. Click the Link Assessment button.

    The Link Assessment modal appears.


    Link Assessment modal showing options to select a template and an assessment to link to the incident.
  4. Select a template and then the assessment that you want to link to the incident.
  5. Click the Link Assessment button.

Reassessing or copying an incident-linked assessment

When you launch an assessment from the detail tab of an incident, the incident question in the assessment is linked to that incident and can display the related incident information.

Important:

If you copy or reassess that assessment and then submit it, a new incident is created. The copied or reassessed assessment does not relink the incident question to the original incident. This is expected behavior.

A copied or reassessed assessment is treated as a new assessment submission. If you need the assessment to stay connected to an existing incident, launch the assessment from that incident instead of copying or reassessing a previous assessment.