Configure user criteria for reassigning assessments
You can configure the user criteria for reassigning assessments to restrict reassignment within the organization.
Vorbereitungen
The reassignment user criteria are configured based on the Audience type of the assessments.
Role required: sn_slm.manager or sn_slm.admin
Prozedur
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Open the related lists for the assessment template by right clicking the assessment name and selecting .
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Add User criteria to the selected related list and Save the form.
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In the User criteria section of the assessment template, select Edit to update the user criteria list.
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Add the required roles or configurations to the User criteria based on the Audience type and save the template.
Audience type User criteria Only primary supplier contact(s) Supplier: Primary Contact (predefined) All supplier contacts Supplier: Any Contact (predefined) Manager(s) Set the custom criteria for primary supplier managers. For more information, see Create custom user criteria for primary managers. All supplier managers Set the custom criteria for all supplier managers. For more information, see Create custom user criteria for all managers. For example: For the audience type All supplier contacts, add Supplier: Any Contact to the user criteria list and save the template.
Nächste Maßnahme
Create segmentation rule, map it to the assessment template, and create assessments from the Source-to-Pay workspace.