Creating an Assessment

Modified on Sun, 12 Nov 2023 at 12:03 PM

ALPHA RELEASE: FEATURE INCOMPLETE - SELECTIVE TESTING



A. Introduction


An Assessment is created for an Initiative when alternative options need to be considered.

This is relevant to any area where you want to compare the pros and cons of different options.

Wovex Assessment helps you make decisions based on the trade-off of benefits between the options.


You can create an Assessment, provide initial information and invite others to be part of a Team working on it.




B. +New Assessment



From the Assessment area, select +New Assessment.


  • Title: Give your Assessment a unique name.

  • Workspace: The Workspace to use the Initiatives, Benefits and Measures from.
    • Your default Workspace is selected, which can be changed to any you can access.
  • Description: To understand your Assessment. If shown, then this is mandatory to complete*.

  • Business Case**: To identify the Business Case that your Assessment is looking at alternative options for.
    If shown, then this is mandatory to complete*.

  • Area**: To understand the area of the Business Case the options are for. If shown, then this is mandatory to complete*.

  • Initiative: To understand your Assessment. If shown, then this is mandatory to complete*.



Select 'Save'.


A warning will be shown if any of the mandatory* fields have not been completed.


The Assessment will now be listed on the Assessments screen.

This can be edited by right-clicking on an Assessment and selecting 'Edit'.



C. Option


Two Options are automatically be created:

  1. 'Basecase'. This typically represents the Option that has already been approved or is the one you want to compare other alternative options against. 
  2. 'Alternative 1'. This represents one alternative Option to get you started quickly with a comparison. 


You can edit these Options and create new ones by right-clicking on an Assessment and selecting 'Options'.



* Settings can be changed to make certain fields mandatory for an Assessment. When creating a new Assessment, the mandatory fields are shown.

 

** These may be given alternative names, depending on your use of Wovex. For example, if you have a separate business case for each phase of a large programme you may want to have Business Case Phase, instead of Business Case. Also, Scheme Design State, instead of Area, if each Phase of a large programme has many Designs that options can be created for.

Managers and Administrators can edit these by selecting the 'cog' on the top-right of the Comparison Edit screen. Then, select 'Translations'. 


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