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Generate survey assessments and view results within APM

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Generate survey assessments and view results within APM

Within APM you can assign an assessment questionnaire to a user who uses a business application and get the feedback about the application.

Before you begin

Role required: sn_apm.apm_admin

About this task

APM integrates and uses Assessments to evaluate business applications and business capabilities based on assessment metric types. Application indicators that are sourced from assessments can only be assessed using the assessment metric.

An assessment metric is a trait or value that is used to evaluate a business application. Related metrics are grouped under an assessment metric category, which can be used to evaluate business applications for that category only. Whereas, metric type can comprise many metric categories that defines a set of criteria an organization uses to evaluate its business applications.

For example, an organization may employ assessment metric types such as customer satisfaction, business value, technical risk, and functional fit to evaluate its business applications. Further, the organization can assess a group of business applications based on one assessment metric category, such as CSAT category for customer satisfaction. Within this CSAT category, you can define an actual assessment metric such as a question in an assessment questionnaire, How likely is it that you would recommend this application to others?

Your business application is the assessable record and it is linked to a metric type. Use the custom UI to set conditions based on the columns of the business application table that meet your criteria and filter the applications. Select either a user group or selective users as target assessors and send out the questionnaires for them to take the survey. View the assessments and their status in the Assessment Instances, and the results in Metric Category Results tabs of the Indicator related lists.


  1. Navigate to Application Portfolio Management > Administration > Application Indicators.
  2. Click open an indicator whose data source is assessments.
  3. Click Generate Assessments button.
  4. To filter the business applications that should be assessed, set your conditions in the Field, Operator, and Value fields of the condition builder in the Generate Assessment UI that opens up.
    Figure 1. Generate Assessment UI
    UI to set filter conditions on applications and select users to send the assessment.

    Your filter criteria are applied on all records in the business application [cmdb_ci_business_app] table and you can filter applications by any column of the table.

  5. To add dependent condition, click AND or OR next to the condition.
  6. To add a top-level condition or multiple filter criteria, click New Criteria button.
  7. To clear existing filter conditions and set a new condition, click Clear All button.
  8. Select users in the Select Target Assessors region to send the assessment questions.

    You can either select a user group or move individual application users to the Assessors list.

  9. Click Send Assessments.
  10. Click OK to confirm in the Send Assessment dialog box.

    The user can view and take the assigned assessments by navigating to Self-Service > My Assessments & Surveys.

    For more information, see Take a survey.

    After the user submits the assessments, the State of the assessment instance in the Assessments Instances tab changes to Complete.

  11. Click the Assessments Instances tab to view the instances of assessments that have been created, the total number of assessments that have been sent out to users who fit in the filter criteria, and the status of the assessment instances. Each occurrence of a questionnaire assigned to one user is an assessments instance.
  12. Click the Metric Category Results tab to view the weight, rating, and normalized value of each business application that was assessed by the user or the user group. See View an assessment category result to know how the assessment results are calculated.