Creating an assessment record

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.

1. 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.
2. Click New Row in the section in which you want to add the new assessment record.
3. Click beside 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.

4. 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.

5. In the Owner or Owner Group field, click , 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.
6. Click to save the assessment record.