Configure user criteria for reassigning assessments

You can configure the user criteria for reassigning assessments to restrict reassignment within the organization.

Before you begin

The reassignment user criteria are configured based on the Audience type of the assessments.

Role required: sn_slm.manager or sn_slm.admin

Procedure

1. Navigate to Workspaces > Assessment workspace.

2. Open the assessment template for which you have to configure the user criteria for reassigning assessments.

3. Open the related lists for the assessment template by right clicking the assessment name and selecting Configure > Related Lists.

4. Add User criteria to the selected related list and Save the form.

5. In the User criteria section of the assessment template, select Edit to update the user criteria list.

6. Add the required roles or configurations to the User criteria based on the Audience type and save the template.

   Audience type	User criteria
   Only primary supplier contact(s)	Supplier: Primary Contact (predefined)
   All supplier contacts	Supplier: Any Contact (predefined)
   Manager(s)	Set the custom criteria for primary supplier managers. For more information, see Create custom user criteria for primary managers.
   All supplier managers	Set the custom criteria for all supplier managers. For more information, see Create custom user criteria for all managers.

   For example: For the audience type All supplier contacts, add Supplier: Any Contact to the user criteria list and save the template.

7. Set the status of the user criteria to active.

8. Publish the assessment template.

What to do next

Create segmentation rule, map it to the assessment template, and create assessments from the Source-to-Pay workspace.

• Create custom user criteria for primary managers
  You can create custom user criteria for primary relationship managers for configuring the assessment reassignment criteria.
• Create custom user criteria for all managers
  You can create custom user criteria for all managers for configuring the assessment reassignment criteria.

Parent Topic:Configure smart assessments