Use on-demand assessments to familiarize yourself with the basic assessment process
and test your questionnaires using minimal configuration.
Role required: assessment_admin or admin
Select the assessable records to evaluate, create the categories and
questions, and then assign an assessment to a user in the system. Pre-configured
stakeholders are not used for on-demand assessments.
Create a metric type and set the Schedule type to
On demand to allow for testing of your assessment
Generate the assessable
records for the metric type you created.
Create the metric category required to evaluate the assessable records
Create one or more assessment questions, or metrics, for each category.
Perform an on-demand assessment to test your categories and metrics.
Analyze the assessment ratings in an assessment scorecard or decision matrix.