Access your task list at
Use the existing queries or define new ones to list all tasks and reports that have been delivered to your Work Inbox.
Choose the Task Name to view the details. The task opens and displays the following tabs:
Evaluation
This tab outlines the steps you must take to complete the assessment.
Additional
This tab contains contextual information such as object details and attachments.
Note
At any point in performing the assessment, you have the option to change it. Accessing the assessment changes its status from Ready to Reserved. If needed, you can then complete it later.
On the Evaluation tab, complete the assessment by answering the survey questions:
Note
Survey questions require an answer type.
Rating – The ratings can be configured to match your business needs through the Customizing activity:
.Yes, No, or Not Applicable
Text
Caution
Depending on the question, the answer may require an explanation. If required, you must enter your explanation in the comments field next to the question before you submit the assessment.
(Optional) On the Attachments and Links tab, attach or link documents as evidence or additional support.
Note
The system automatically completes the Date Performed based upon the system date.
Assign one of the following overall ratings to the evaluation. The names of these ratings can vary based upon your configuration.
Adequate (green icon)
Deficient (yellow icon)
Significantly Deficient (red icon)
Caution
Ratings other than Adequate require an issue to be created before submitting the assessment.
If necessary, create an issue. Otherwise, select Submit. For more information about creating issues, see Identifying, Creating, and Assigning Issues.