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.
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.