Product documentation Docs
    • English
    • Deutsch
    • 日本語
    • 한국어
    • Français
  • More Sites
    • Now Community
    • Developer Site
    • Knowledge Base
    • Product Information
    • ServiceNow.com
    • Training
    • Customer Success Center
    • ServiceNow Support Videos
  • Log in

Product documentation

  • Home
How search works:
  • Punctuation and capital letters are ignored
  • Special characters like underscores (_) are removed
  • Known synonyms are applied
  • The most relevant topics (based on weighting and matching to search terms) are listed first in search results
Topics are ranked in search results by how closely they match your search terms
  • A match on the entire phrase you typed
  • A match on part of the phrase you typed
  • A match on ALL of the terms in the phrase you typed
  • A match on ANY of the terms in the phrase you typed

Note: Matches in titles are always highly ranked.

  • Release version
    Table of Contents
    • Now Platform capabilities
Table of Contents
Choose your release version
    Home London Platform Capabilities Now Platform capabilities Service administration Assessments Assessment administrator tasks

    Assessment administrator tasks

    • Save as PDF Selected topic Topic & subtopics All topics in contents
    • Unsubscribe Log in to subscribe to topics and get notified when content changes.
    • Share this page

    Assessment administrator tasks

    Before you create assessments, assign the assessment_admin role to the appropriate users in your organization and determine your objectives for the assessment.

    Decide which sets of records in the system to assess, which themes you are interested in, and which traits to measure. Consider your organization's options for obtaining the data to compare. If you intend to use assessment questionnaires, consider which people can answer the questions.

    Assessment terminology

    Assessment admins use several terms when working with assessments.

    Term Description
    Metric type A metric type defines a set of records to evaluate, such as vendors, projects, or employees.
    Assessable record An assessable record links a record to evaluate, such as the company record for Amazon or the user record for a sales representative, to a metric type, such as vendors or employees. You define sets of assessable records when you create metric types.
    Metric category A metric category represents a theme for evaluating assessable records. Categories contain one or more individual metrics, which define specific traits or values that comprise the theme. Examples of categories include overall vendor performance or quality of delivery services. You can also set filter conditions that control which assessable records to evaluate for the metrics in a category.
    Metric A metric is a trait or value used to evaluate assessable records. A metric can measure subjective values in an assessment questionnaire, or gather objective values in a database query run by a script. Examples of metrics include perceived courtesy of sales representatives or number of incidents per vendor.
    Category user A category user is a person who knows about a specific category. One person can be a category user for multiple categories. Examples of category users include a vendor manager who oversees all purchasing operations or a supervisor of a sales team.
    Stakeholder A stakeholder is a category user who knows about a specific assessable record. Examples of stakeholders include a vendor manager who coordinates purchases from Amazon or a supervisor of a sales team who manages a specific employee.
    Assessment instance An assessment instance represents one assessment questionnaire assigned to one user. The system generates a new assessment instance for each assigned user when:
    • The assessment generation scheduled job runs.
    • An assessment administrator creates an on-demand assessment.
    Scorecard A scorecard provides a visual illustration of an assessable record's performance, based on assessment results. Use scorecards to view a variety of data summaries for one assessable record and to compare the ratings with other assessable records.
    Decision matrix A decision matrix is a graph with two axes that plots the assessment results for multiple assessable records. Use decision matrixes to determine the relative standing of assessable records in selected categories.
    Bubble chart A bubble chart is a graph with three axes that plots the assessment results for multiple assessable records. Use bubble charts to determine the relative standing of assessable records in selected categories, with an emphasis on one category.

    Assessment roles

    The Assessments application requires certain roles to perform assessment tasks. No role is required to take assessment questionnaires that are assigned to you.

    Role Title Role Name Description
    Assessment administrator assessment_admin Assessment administrators set up assessments. They know which records to evaluate, the criteria on which to evaluate the records, and who to assign assessments to.
    Note: By default, users with the assessment_admin role have limited system rights and might not have access to all source records to assess. When planning assessments, grant additional roles to assessment administrators as needed. For example, to create and manage vendor assessments, the assessment administrator must also have the vendor_manager role, which grants access to the Company table and other relevant tables.
    ITIL user itil ITIL users perform basic technician operations in the system. In the Assessments application, they have read access to the Assessable Record table.
    Administrator admin Administrators have access to all aspects of the assessment process. Only administrators can set up assessment schedules.

    Assessment methods

    The available methods are Assessment, for non-scripted metrics, and Script, for scripted metrics. Each method serves a different function and can be used with certain data types.

    Use the Method field to specify how to use the metric.

    Assessment method

    Metrics with the Method set to Assessment are called non-scripted metrics. Use each non-scripted metric to define a question for assessment questionnaires. Non-scripted metrics are useful if you want to obtain subjective data like personal opinions.

    You can use the Assessment method with these Data type values:
    • Attachment
    • Checkbox
    • Choice
    • Date
    • Date/Time
    • Likert Scale
    • Number
    • Percentage
    • String
    • Template
    • Yes/No

    Script method

    Metrics with the Method set to Script are called scripted metrics. Use each scripted metric to define a custom script for database queries. Scripted metrics are useful if your system contains reliable data for the traits you want to evaluate.

    You can use the Script method with these Data type values:
    • Duration
    • Number
    • Percentage
    Use the Script field to write JavaScript code. By default, the field contains information about available variables and an example, which you can use as the basis of your script or replace entirely:
    Figure 1. Metric form script field
    You must use the following variables in your script:
    • primary: Input variable used to access the sys_id of the record being assessed.
    • actual_result: Output variable that contains the actual value for this metric. The system uses this variable to populate the Actual value field on the Metric Result form. For each actual_result, you must specify a corresponding scaled_result value.
    • scaled_result: Output variable that contains a numerical scaled value to represent an actual value. The system uses this variable to populate the Scaled value field on the Metric Result form. Ensure the scaled values you specify are between or equal to the Min and Max values for the metric. The Scale definition field determines how the system uses the scaled value. A scale definition of Low means smaller numbers are better, such as for a metric that measures the number of incidents for a vendor. High means larger numbers are better, such as for a metric that measures user satisfaction on a scale of one to five.

    Script example

    The metric Number of active devices uses the script pictured below. The primary variable is used to find CIs that are associated to the vendor record being assessed. The script retrieves the actual_result, the number of CIs associated to the vendor, then calculates the correct scaled_result. The script uses a series of scaled values, from the Min to the Max value, to represent actual values. Because the Scale definition is set to High, the greatest scaled values are best, meaning a vendor associated to the most CIs scores highest. The system stores the actual and scaled values in a metric result record for the vendor.
    Figure 2. Scripted metric example
    Related tasks
    • Create a metric for a category
    • Create a metric definition
    • Create a metric template
    • Update a metric minimum and maximum value to match a template
    Related concepts
    • Assessment metrics

    Tags:

    Feedback
    On this page

    Previous topic

    Next topic

    • Contact Us
    • Careers
    • Terms of Use
    • Privacy Statement
    • Sitemap
    • © ServiceNow. All rights reserved.

    Release version
    Choose your release version

      Assessment administrator tasks

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Assessment administrator tasks

      Before you create assessments, assign the assessment_admin role to the appropriate users in your organization and determine your objectives for the assessment.

      Decide which sets of records in the system to assess, which themes you are interested in, and which traits to measure. Consider your organization's options for obtaining the data to compare. If you intend to use assessment questionnaires, consider which people can answer the questions.

      Assessment terminology

      Assessment admins use several terms when working with assessments.

      Term Description
      Metric type A metric type defines a set of records to evaluate, such as vendors, projects, or employees.
      Assessable record An assessable record links a record to evaluate, such as the company record for Amazon or the user record for a sales representative, to a metric type, such as vendors or employees. You define sets of assessable records when you create metric types.
      Metric category A metric category represents a theme for evaluating assessable records. Categories contain one or more individual metrics, which define specific traits or values that comprise the theme. Examples of categories include overall vendor performance or quality of delivery services. You can also set filter conditions that control which assessable records to evaluate for the metrics in a category.
      Metric A metric is a trait or value used to evaluate assessable records. A metric can measure subjective values in an assessment questionnaire, or gather objective values in a database query run by a script. Examples of metrics include perceived courtesy of sales representatives or number of incidents per vendor.
      Category user A category user is a person who knows about a specific category. One person can be a category user for multiple categories. Examples of category users include a vendor manager who oversees all purchasing operations or a supervisor of a sales team.
      Stakeholder A stakeholder is a category user who knows about a specific assessable record. Examples of stakeholders include a vendor manager who coordinates purchases from Amazon or a supervisor of a sales team who manages a specific employee.
      Assessment instance An assessment instance represents one assessment questionnaire assigned to one user. The system generates a new assessment instance for each assigned user when:
      • The assessment generation scheduled job runs.
      • An assessment administrator creates an on-demand assessment.
      Scorecard A scorecard provides a visual illustration of an assessable record's performance, based on assessment results. Use scorecards to view a variety of data summaries for one assessable record and to compare the ratings with other assessable records.
      Decision matrix A decision matrix is a graph with two axes that plots the assessment results for multiple assessable records. Use decision matrixes to determine the relative standing of assessable records in selected categories.
      Bubble chart A bubble chart is a graph with three axes that plots the assessment results for multiple assessable records. Use bubble charts to determine the relative standing of assessable records in selected categories, with an emphasis on one category.

      Assessment roles

      The Assessments application requires certain roles to perform assessment tasks. No role is required to take assessment questionnaires that are assigned to you.

      Role Title Role Name Description
      Assessment administrator assessment_admin Assessment administrators set up assessments. They know which records to evaluate, the criteria on which to evaluate the records, and who to assign assessments to.
      Note: By default, users with the assessment_admin role have limited system rights and might not have access to all source records to assess. When planning assessments, grant additional roles to assessment administrators as needed. For example, to create and manage vendor assessments, the assessment administrator must also have the vendor_manager role, which grants access to the Company table and other relevant tables.
      ITIL user itil ITIL users perform basic technician operations in the system. In the Assessments application, they have read access to the Assessable Record table.
      Administrator admin Administrators have access to all aspects of the assessment process. Only administrators can set up assessment schedules.

      Assessment methods

      The available methods are Assessment, for non-scripted metrics, and Script, for scripted metrics. Each method serves a different function and can be used with certain data types.

      Use the Method field to specify how to use the metric.

      Assessment method

      Metrics with the Method set to Assessment are called non-scripted metrics. Use each non-scripted metric to define a question for assessment questionnaires. Non-scripted metrics are useful if you want to obtain subjective data like personal opinions.

      You can use the Assessment method with these Data type values:
      • Attachment
      • Checkbox
      • Choice
      • Date
      • Date/Time
      • Likert Scale
      • Number
      • Percentage
      • String
      • Template
      • Yes/No

      Script method

      Metrics with the Method set to Script are called scripted metrics. Use each scripted metric to define a custom script for database queries. Scripted metrics are useful if your system contains reliable data for the traits you want to evaluate.

      You can use the Script method with these Data type values:
      • Duration
      • Number
      • Percentage
      Use the Script field to write JavaScript code. By default, the field contains information about available variables and an example, which you can use as the basis of your script or replace entirely:
      Figure 1. Metric form script field
      You must use the following variables in your script:
      • primary: Input variable used to access the sys_id of the record being assessed.
      • actual_result: Output variable that contains the actual value for this metric. The system uses this variable to populate the Actual value field on the Metric Result form. For each actual_result, you must specify a corresponding scaled_result value.
      • scaled_result: Output variable that contains a numerical scaled value to represent an actual value. The system uses this variable to populate the Scaled value field on the Metric Result form. Ensure the scaled values you specify are between or equal to the Min and Max values for the metric. The Scale definition field determines how the system uses the scaled value. A scale definition of Low means smaller numbers are better, such as for a metric that measures the number of incidents for a vendor. High means larger numbers are better, such as for a metric that measures user satisfaction on a scale of one to five.

      Script example

      The metric Number of active devices uses the script pictured below. The primary variable is used to find CIs that are associated to the vendor record being assessed. The script retrieves the actual_result, the number of CIs associated to the vendor, then calculates the correct scaled_result. The script uses a series of scaled values, from the Min to the Max value, to represent actual values. Because the Scale definition is set to High, the greatest scaled values are best, meaning a vendor associated to the most CIs scores highest. The system stores the actual and scaled values in a metric result record for the vendor.
      Figure 2. Scripted metric example
      Related tasks
      • Create a metric for a category
      • Create a metric definition
      • Create a metric template
      • Update a metric minimum and maximum value to match a template
      Related concepts
      • Assessment metrics

      Tags:

      Feedback

          Share this page

          Got it! Feel free to add a comment
          To share your product suggestions, visit the Idea Portal.
          Please let us know how to improve this content

          Check any that apply

          To share your product suggestions, visit the Idea Portal.
          Confirm

          We were unable to find "Coaching" in Jakarta. Would you like to search instead?

          No Yes
          • Contact Us
          • Careers
          • Terms of Use
          • Privacy Statement
          • Sitemap
          • © ServiceNow. All rights reserved.

          Subscribe Subscribed Unsubscribe Last updated: Tags: January February March April May June July August September October November December No Results Found Versions Search preferences successfully updated My release version successfully updated My release version successfully deleted An error has occurred. Please try again later. You have been unsubscribed from all topics. You are now subscribed to and will receive notifications if any changes are made to this page. You have been unsubscribed from this content Thank you for your feedback. Form temporarily unavailable. Please try again or contact  docfeedback@servicenow.com  to submit your comments. The topic you requested does not exist in the release. You were redirected to a related topic instead. The available release versions for this topic are listed There is no specific version for this documentation. Explore products Click to go to the page. Release notes and upgrades Click to open the dropdown menu. Delete Remove No selected version Reset This field is required You are already subscribed to this topic Attach screenshot The file you uploaded exceeds the allowed file size of 20MB. Please try again with a smaller file. Please complete the reCAPTCHA step to attach a screenshot
          Log in to personalize your search results and subscribe to topics
          No, thanks Login