Schedule an assessment

task brazil Updated Sep 10, 2026 1 min read t_ScheduledAssessment.md

After you have evaluated your questionnaires using on-demand assessments, edit your categories and metrics as needed, reset your metric type record, and select the users who are qualified to evaluate the assessable records.

Before you begin

Role required: assessment_admin or admin

Procedure

Open the metric type you created for the on-demand assessment and set the Schedule type to Scheduled.
Make sure the categories and metrics you created for the on-demand assessment are correct.
Create category users who have special knowledge of your categories.
Create stakeholders by associating category users to specific assessable records.
Set a schedule for automatic assessment generation or generate the assessment manually.

Note: This procedure must be done by a system administrator.
Configure email notifications to remind users of their assigned assessments and to report to managers when an employee misses an assessment deadline.
Analyze the assessment ratings in an assessment scorecard or decision matrix.

Parent Topic:Scheduled assessments

Related topics

Assessments

47 lines · 2.8 KB Wrap lines

---
title: Schedule an assessment
description: After you have evaluated your questionnaires using on-demand assessments, edit your categories and metrics as needed, reset your metric type record, and select the users who are qualified to evaluate the assessable records.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/servicenow-platform/t\_ScheduledAssessment.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Scheduled assessments, Assessment administrator tasks, Using assessments, Assessments, Assessments and Surveys, Exploring Service Administration, Service Administration, Manage service capabilities, Extend ServiceNow AI Platform capabilities]
---

# Schedule an assessment

## Before you begin

Role required: assessment\_admin or admin

## Procedure

1. Open the metric type you created for the [on-demand assessment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/t_OnDemandAssessment.md) and set the **Schedule type** to **Scheduled**.

2. Make sure the categories and metrics you created for the on-demand assessment are correct.

3. Create [category users](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/r_CategoryUsersAndStakeholders.md) who have special knowledge of your categories.

4. Create [stakeholders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/r_CategoryUsersAndStakeholders.md) by associating category users to specific assessable records.

5. [Set a schedule](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/t_SetAssesstGenerationSchedule.md) for automatic assessment generation or [generate the assessment manually](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/t_GenAVendorTypeAssmtManually.md).

**Note:** This procedure must be done by a system administrator.

6. Configure [email notifications](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/r_AssessmentNotifications.md) to remind users of their assigned assessments and to report to managers when an employee misses an assessment deadline.

7. Analyze the assessment ratings in an assessment scorecard or decision matrix.

**Parent Topic:**[Scheduled assessments](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/c_ScheduledAssessments.md)

**Related topics**

[Assessments]()