Overview

Objects in an assessment may require different processes depending on the assessment type, administrators can configure unique workflows for object types added to assessments. While assessment types can only have one workflow, the object types added to an assessment can have multiple.

Note:
An Assessment's workflow does not support required fields on creation.

User Account Requirements

The user account you use to log into Resolver must have Administrator permissions.

Related Information/Setup

Please refer to the Assessment Reference Data article for more information on Assessment Reference Data.

Please refer to the Activating the Link to Existing Feature article for more information on the Link to Existing feature.

Navigation

From the Home screen, click the Administration icon.

Administration Icon

From the Administrator Settings menu, click Admin Overview.

Admin Overview

From the Admin Overview screen, click the Assessment tile from the Data Model section.

Assessment Tile

From the Admin: Assessments screen, enter an Assessment Object Type Name in the Search field to narrow the search results.

Search Field

Click on an Assessment Object Type Name.

Assessment Object Type Name

Configuring an Assessment's Workflow

From the Admin: Edit Assessment screen, scroll to the Configuration tab.

Configuration Tab

Click the Assessment Data toggle switch next to the object type to activate or deactivate the Assessment Date option. Please refer to the Assessment Reference Data article for more information on Assessment Reference Data.
- Activate: Data is not marked as reference and allows instances (clones) of its objects to be created.
- Deactivate: Marks data from an object type as reference data and prevents instances (clones) of its objects from being created during the assessment.

Note:
Users cannot configure object workflow types flagged as reference data in an assessment.

Assessment Data Toggle Switch

Click the Option to Link to Existing toggle switch next to an object type to activate or deactivate the Option to Link to Existing Assessments option. Please refer to the Activating the Link to Existing Feature article for further information on the Link to Existing feature.
- Activate: Allows other assessments to reuse the instances (clones) from this assessment.
- Deactivate: Removes the ability to reuse clones from other assessments on the current assessment.

Note:
The Assessment Data toggle switch must be activated in order to activate the Option to Link to Existing Assessments feature.

Option to Link to Existing Toggle Switch

Click the Edit button under the Fields to Sync column next to an object type.

Edit Button

From the Pick Fields to Add pop-up select which field will be updated when the user pushes an update to an assessment by clicking properties and fields.

Pick Fields to Add Pop-up

Note:
The Assessment's focus object, relationships, references, roles, attachments, images, files, or web links associated to an assessment cannot be updated.