Assessment Workflows

Notification Workflows:

1. Assignment Workflows
   1. These notifications go out when a new associated user has been added to an enabled assessment, or removed. The user will be notified that they have a new assessment in compyl, or that they have been removed as that role for that assessment.
   2. Applicable fields: Associated users, enabled.
   3. NB: For the associated user type to receive that information they must have the notification type "assessment assigned" linked to the associated user type in settings.
2. Start reminders
   1. These reminders are fired to specific associated users in the platform when an assessment is enabled and the start date has arrived. The reminders are fired off on the start date itself.
   2. Applicable fields: enabled=true , on start date, required associated users linked
   3. NB: For the associated user type to receive that information they must have the notification type "assessment reminders" linked to the associated user type in settings.
3. Due Reminders
   1. These reminders are fired to specific associated users in the platform when an assessment is enabled and incomplete with a due date approaching. The reminders are fired off at 30, 15, 7 and 2 days before the due date, if the assessment remains enabled and incomplete at each of those days.
   2. Applicable fields: enabled=true , before due date, status incomplete, required associated users linked
   3. NB: For the associated user type to receive that information they must have the notification type "assessment reminders" linked to the associated user type in settings.
4. Overdue Reminders
   1. These reminders are fired to specific associated users in the platform when an assessment is enabled and incomplete and the due date passes. The reminders are fired every day after as long as the assessment remains enabled and incomplete at each of those days.
   2. Applicable fields: enabled=true , after due date, status incomplete, required associated users linked
   3. NB: For the associated user type to receive that information they must have the notification type "assessment reminders" linked to the associated user type in settings.

Other Workflows:

1. Assessment Repeat workflow:
   1. assessments can be set to repeat at a specified frequency, duplicating the entire assessment with some fields updating:
      1. The start date becomes the date of replication
      2. The due date is set to a week after the new start date
      3. the name is changed to contain a note indicating it is a duplicated assessment
      4. becomes unsubmitted, unaccepted and not started
      5. All other fields and relationships are preserved
      6. users can also choose whether they want the answers, comments and documents for the assessment to be populated from the original assessment, this can be set via options.
   2. Applicable fields: enabled, should repeat, should populate answers, frequency.