Assessment notifications
-
- UpdatedJan 30, 2025
- 1 minute read
- Yokohama
- Service Administration
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.
Related Content
- Create metric types and generate assessable records
Create a metric type, which sets a table and filter conditions that define a set of records to evaluate.
- Event scheduling