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Assessment notifications

Assessment notifications

You can configure the system to send email notifications for assessments.

You can configure any of the following types of notification during the process of generating assessable records:
  • Notify assessment user: This messages notifies you of an assigned an assessment and includes the type, the due date, and basic instructions. The message also contains a link to the record where you take the assessment.
    Note: If a user has a pending assessment, then the system will not generate another instance of the same assessment.
  • Remind assessment user: This message reminds you of the due date if half the time passes and you have not completed the assessment. The message content is the same as the first notification.
  • Notify manager assessment is overdue: If you do not complete an assessment by the due date, the system may send a notification to your manager, depending on configuration.
Note: By default, the system runs a script every 30 days to cancel expired assessment and survey instances that are in the Work in progress or Ready to take states.