This assumes the process for assigning Questionnaires to employees is automatic based on an update to the assignment Questionnaire’s Status.
The checklist must be specific to the Questionnaire Screen Name being reviewed by the reviewer; otherwise, a task will be generated when any questionnaire’s status is set.
Example: Checklist
Checklist Name: Update Questionnaire Task for [Questionnaire Screen Name]
Checklist Description: Assigns "Update Your Questionnaire" Task for [Questionnaire Screen Name] to the Employee
Launch Checklist: <Automatically> [Suggest selecting <Automatically> so a task is generated based on the Status selected by the reviewer.]
Take Action: <When Target Field Value Changes>
Data Source: <Questionnaire> [This is the table that contains the Status for the questionnaire’s responses.]
Target Field: <Status>
Alert Only If These Condition Are True:
• Questionnaire Status <Is Equal To> <Updates Needed>
• And/Or <And>
• Questionnaire Screen Name <Is Equal To> <[Questionnaire selected in the By Going to Questionnaire choice list]>
[Questionnaire Screen Name is needed so that the task is generated is based on the correct questionnaire.]
Auto Complete Rule: <All required items are complete>
Example: Checklist Item within Checklist
Name: Update [Questionnaire Screen Name]
Sequence: 1
Required: <Yes>
Description: Please Update Your [Questionnaire Screen Name] [Enter the description that applies to the Questionnaire.]
Can Assign to Employee: <Yes>
Start Item When: <When Checklist Starts>
Notify Resources When Item Starts: <Yes>
Auto Assign to Employee: <Yes>
Item Becomes Due: 1 <Calendar Day> After the Start Date [Due dates and reminders can be assigned to the employee based on clients’ business processes.]
Automatic Reminder to Resources: <Yes>
Send Reminder to Resources: 1 Days <After> Item Due Date if Not Completed
And Remind: <Once Every> 1 Days Until Complete
Notify Resources When Complete: <Yes>
Complete Item: <Automatically>
By going to Questionnaire: <[Questionnaire Screen Name]> [Select the Questionnaire Screen Name to be opened when employees click the task in their WHT.]
Take Action: <When Target Field Value Changes> [This is defaulted by selecting a Questionnaire in the By Going to Questionnaire choice list, and can be changed if needed.]
Data Source: <Questionnaire> [This is defaulted by selecting a Questionnaire in the By Going to Questionnaire choice list, and can be changed if needed.]
Target Field: <Status> [This is defaulted by selecting a Questionnaire in the By Going to Questionnaire choice list, and can be changed if needed.]
Alert Only If These Condition Are True:
• Questionnaire Status <Is Equal To> <Submitted>
• Questionnaire Screen Name <Is Equal To> <Questionnaire selected in the By Going to Questionnaire choice list>
[Conditions are automatically added by selecting a Questionnaire in the By Going to Questionnaire choice list, and can be changed if needed.]