You can manually add assessments to the Lifecycle tracker. For information on automatically adding assessment templates to the Lifecycle tracker, go to Configure assessments for an asset type.
Prerequisites
- You have a resource role with the Asset > Lifecycle Management > Assessment permission on the community or domain in which the asset is stored.
Tip You also need a global role with the Assessments > Conduct Assessments global permission if you want to start the assessment after adding it. Some assessment templates further restrict who can start an assessment to users with specific resource roles on the linked asset (the Who can start this template setting), including roles inherited from a parent domain or community. If the template you select has this restriction and you don't have the required resource role, the Start assessment activity option is unavailable.
For a complete overview of Lifecycle management permissions, go to Lifecycle management roles and permissions.
Steps
- Open the relevant asset page.
- In the Lifecycle tracker, click Add Activity, and then select Add assessment.
The Assessment dialog box appears. - In the Assessment Template drop-down list, select the template for the type of assessment you want to conduct.
- Optionally, select the Start assessment activity option if you want to immediately start conducting the assessment upon clicking Add.
If you have the Assessments > Manage templates global permission, a View all templates link appears below this option. Click it to open the assessment templates page in a new browser tab. - Click Add.
The assessment is added to the Lifecycle tracker.
If you selected the Start assessment activity option, the assessment opens automatically.