Forum Discussion
Start Custom assessments
- Jan 25, 2023
WAGNER OK, you can filter your improvement actions by Manual, Parent, or Automatic. Any Automatic ones should try and implement, the rest will need to be assigned to admins and implemented either by manual steps or as part of a parent item. Try and filter the actions by Automatic. If there are none then you will have to do them via the other methods.
Oh, and I don't believe you can delete an assessment template.
Example of filtering shown below.
If so, what are they please?
- WAGNERJan 25, 2023Copper Contributor
- PeterRisingJan 25, 2023MVP
WAGNER OK, you can filter your improvement actions by Manual, Parent, or Automatic. Any Automatic ones should try and implement, the rest will need to be assigned to admins and implemented either by manual steps or as part of a parent item. Try and filter the actions by Automatic. If there are none then you will have to do them via the other methods.
Oh, and I don't believe you can delete an assessment template.
Example of filtering shown below.
- WAGNERJan 26, 2023Copper ContributorPeterRising - So it won't "start" unless there's is automatic?
There's only 'manual' - no Automatic (this new template is a merged/mix of others templates, that should have automatic)
Don't see where the Testing Source is set to Automatic in the template?