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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create custom user criteria for all managers

You can create custom user criteria for all managers for configuring the assessment reassignment criteria.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Knowledge > Administration > User Criteria.

  2. Select New.

  3. On the User Criteria form, fill in the fields.

  1. Select Submit.

Parent Topic:Configure user criteria for reassigning assessments

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FieldDescription
NameUnique name of the user criteria. For example, All supplier managers
UsersUsers that must match the user criteria.
GroupsGroups that must match the user criteria.
Roles

Roles to match the user criteria. Note:

  • Because the evaluation of a role is cached in the session, any change in the role requires you to log in again.
  • User criteria are not applicable for elevated privilege roles.
AdvancedOption to display or hide the advanced option that includes the Script field on the User Criteria form.
Script

Add the script to define the list of all supplier managers. This field is available when the Advanced option is selected on the User Criteria form. ```

true false

false All supplier managers da72c74043942110bb9e89e90db8f2ef

user_criteria maint 2026-02-24 08:43:10 global / 0b4cfbbc50977250f8776d5de5c0693f 0 All supplier managers global global user_criteria_0b4cfbbc50977250f8776d5de5c0693f maint 2026-02-24 08:43:10

```

ActiveOption to activate or deactivate the user criteria.
CompaniesCompanies that the user record must match.
LocationsLocations that the user record must match.
DepartmentsDepartments that the user record must match.
Match All

Option to determine whether all elements from each populated user criteria field must match. If selected, only users who match all user criteria are given access. If cleared, the user must meet one or more of the set user criteria to be given access. By default, this check box is cleared so that any condition met provides a match.

For example, consider a user criteria record for the following:

  • Locations A or B
  • Company C or D With Match All selected, only users that meet all of these conditions are matched. For example, a user with a location A and a company C.

If Match All isn’t selected, users meeting any of these conditions are matched. For example, a user with a location B.

Note: If you select Match All, verify that you don't create contradictory conditions that can never be met. For example, if all users in location A work for company G, the conditions in this example can never be met.