The job plan that you apply to a Change brings in the assessors that are
listed in the Change Assessments tab of that job plan. Each assessment record that is brought over
from a job plan contains information that is needed for the assessment. When you create an
assessment record to add to the assessments from the job plan, you supply this information for the
new record.
About this task
To create a new assessment record, perform the following steps:
Procedure
- With the Change open in the Changes application, open the Assessments tab. The
assessments that were brought over from the job plan are listed in the Technical Assessments and
Business Assessments sections.
- Click New Row in the section in which you want to add the new
assessment record.
- Click Search icon at the Assessment Type field, and select the type of assessment that
you want performed.
The assessment type, which is automatically supplied in records that are brought
over from the job plan, specifies the technical or business area to be assessed. For example, a
Server assessment type specifies that the assessor will assess
the effects of the Change on a server that is involved in the Change.
- Type a description of the assessment that you want performed in the Assessment Description field.
The assessment description is an important part of the record; the description that
you type provides any specific instructions to the assessor. All of the assessments that are brought
over from the job plan include an assessment description as part of the record.
- In the Owner or Owner Group field, click Right arrow
icon, and either select an owner or owner group or go to the People application and create an owner
or owner group to assign to the Change.
- Click Save icon to save the assessment record.
Results
After you create and save the new assessment record, the assessment is listed
in the Technical Assessments or Business Assessments section of the Assessments tab for the Change.