- Environment:
- EU
- UAE
- US
From the Policy Builder tab, you can create standardized lists of reasons that can be used to pass, fail, or cancel assessments. Using these standardized lists allows you to track trends in assessment lifecycles and take action based on these trends.
Once you've created a list of reasons, you can apply them to individual assessments. You can continue to add additional or disable existing reasons for selection so that you can react to changes in trends or new data points that need to be captured in future assessment decisions.
In order to make these reasons available for other users to select and apply to assessments, resolve any errors and publish your new policy.
Prerequisites
You can view and edit the Policy Builder. You can only make changes to the Policy Builder if you have Read and write access for the Smart policy permission. If you think you should have this permission and you don't, contact the administrator of your account.
Your institution is using Policy versioning. If you're not using policy versioning, contact us to set this up for you.
You have the right permissions to create decision reasons for assessments.
If you require Maxsight's support to configure decision reasons for you, they'll need the following information for each decision reason:
Name of the decision reason.
A description of the reason.
The desired developer name to use as its unique identifier. If this is not provided, the developer name can be automatically generated.
Which assessments we should enable the reason for.
The type of decision reason. It can be a reason for passing assessments or failing/canceling assessments.
- Environment:
- EU
- UAE
- US
Make sure that you have permissions to create decision reasons.
To create a new decision reason:
Sign in to Maxsight and go to > .
Select the Add
icon near the Search bar.In the New decision reason dialog box, enter a meaningful name for your decision reason.
Choose whether or not to automatically create the developer name that is used as a unique identifier for the decision reason. If you integrate with Maxsight's API, you need the developer name to access the value of a decision reason.
If you deselect , the Developer name field appears.
Enter a name for your unique decision reason identifier. This name can't be edited once the reason has been created.
Add a description for the decision reason.
Select the button to add your decision reason to the list of reasons that can be applied to an assessment.
After creating a new reason, you can select the decision reason and edit the decision reason name and the description fields when needed. You can also deactivate the decision reason, but only when it's not assigned to an assessment.
- Environment:
- EU
- UAE
- US
After you've created a decision reason, you must enable the reasons to make them visible to users or teams who are passing, failing, or canceling assessments.
Sign in to Maxsight and go to > .
Select an existing assessment or add a new one.
In the Decision reasons section, select to allow users to select from the standardized list of reasons when passing an assessment.
Select the reasons you want users to assign to assessments.
Re-order them as needed by using the
icon and dragging them into the correct order. The order shown here is the order that users see them in when choosing an outcome for an assessment.If needed, select and repeat steps 4 and 5. These reasons are used to fail or cancel an assessment.
Enable and add reasons for other assessments.
After creating and enabling decision reasons, you need to publish the changes you have made to your policy in order for these changes to take effect.
Once you have set up your decision reasons, they can then be applied to assessment outcomes.
- Environment:
- EU
- UAE
- US