Automatic Assessment Workflows
Automatic workflows use the scheduler to automate all assessment functions, from creating sessions to sending questionnaires (check-lists in the context of the HOPEX Internal Control solution).
The campaign owner starts the campaign. Sessions are created and deployed automatically according to the steering calendar associated with assessed objects.
A steering calendar enables execution of recurring actions at timespots predefined on steering dates. It can be used for example to send reminders to the person responsible for an action plan so that they can indicate its progress. It can also be used to automatically trigger the start of assessment sessions at regular intervals.
For more detail on:• steering calendars, see "Steering Calendar".
• the scheduler, see "Using the Scheduler".
Assessment Campaign Automatic Workflow
When an automatic assessment campaign is started, one or several "jobs" are scheduled. Execution of a job consists of executing a macro, the objective of which is to:
• Close previous assessment sessions
• Create a new session, generate and send questionnaires.
Assessment Session Automatic Workflow
All assessment sessions are connected to an assessment campaign.
For more details on context of use, see "Executing controls".Sessions contain one or several questionnaires, sent automatically by the job periodically started according to the steering calendar.
The transition closing the session automates deployment and aggregation value calculation and closes all linked questionnaires.
Questionnaire Automatic Workflow
