Scope & Launch Overview

When referring to assessments, scope refers to end-users refining what will be assessed by selecting specific objects or instances, while launch means fully creating an assessment after completing all the steps required by end-users.

To scope, a user creates a basic assessment by entering a name and selecting at least one dimension, along with any other fields added to the assessment form. After moving the assessment out of the Creation state, they then click the Open Assessment Scoping form action to select objects and/or instances from the assessment focus object type(s). The data is further filtered through the use of a navigation form. The tree view on the form helps users decide if related objects are relevant and allows them to add or remove those objects from the assessment. Depending on the user's permissions, the navigation form can also allow users to review and edit an object through a palette.

Navigation forms are not required when launching assessments as it's possible to use a standard form with the Assessment Context element to create new assessments; however, navigation forms are recommended under most circumstances. See the Navigation Form article for more information.

For information on the steps, an administrator must take to allow for the scope and launch of an assessment, see the Scope & Launch Requirements article. For information on the steps an end-user must take to complete an assessment, see the Scope & Launch/Create an Assessment article. 

A navigation form used to scope an assessment prior to launch. After objects and instances are selected, clicking the green banner will display the navigation form.

The navigation form to allow further refinement of the assessed data.