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How to Set Up Related Items in Assessment Part

Feature allows you to connect assessment items with Flexible Item groups, providing additional context and data to support your assessments.

Updated this week

1 What Are Related Items?

Related items create connections between Template Assessment Items and Flexible Item Groups.⁠⁠ This allows you to see relevant data from your Flexible Items directly when working with assessment items, streamlining your evaluation process.

2 Setting Up Related Items in Template

Adding Related Items to Template Assessment Items

  1. Navigate to your Strategy Template settings
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  2. Open the Assessment part configuration
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  3. Edit or create a Template Assessment Item

  4. In the item form, locate the "Related Items" section :
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  5. Select "Flexible Item Group" from the entity type dropdown⁠⁠​

  6. Choose the specific Flexible Item group from the dropdown list⁠⁠​

  7. Save your changes⁠⁠​

Requirements and Limitations

  • Related items can be added to Template Assessment items and to manual report items⁠⁠​
    ​Adding related items to manual items coming soon in Release 9.0.0
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  • Currently supports 1-to-1 connections (one assessment item to one Flexible Item group)⁠⁠​
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  • The system shows all available FI groups regardless of sync status⁠⁠​
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  • You can search FI groups by both label and group name⁠⁠​

3 Viewing Related Items in Reports

In Assessment Items

When working with assessment items that have related connections:

  • Click the assessment item⁠⁠​ in the Build mode or double-click in the Presentation mode
    System will show two sections:

    • Section 1: Regular assessment item information

    • Section 2: Related group data with relevant Flexible Items⁠⁠​

Template Overview

A "Related Item" column appears in your Assessment template list⁠⁠​

Shows the FI group label for items with established relationships⁠⁠​

Helps you quickly identify which items have related connections without opening each item⁠⁠​

4 Managing Related Items

Removing Connections

  1. Edit the Template Assessment Item

  2. Remove the connection to the FI Group

  3. Confirm the removal when prompted⁠⁠​

  4. Save your changes⁠⁠​

Copying to New Reports

  • Related item connections automatically copy when creating new report versions⁠⁠​

  • Manual items inherit relationships from their Template Item parent⁠⁠​

  • Connections transfer during report mapping and duplication processes⁠⁠​

5 Advanced Features

Independent Filters

You can set up independent filters for related items:⁠⁠​

  • Each assessment item can have different filters for the same Flexible Item group

  • Filter settings apply across all draft reports using the same template⁠⁠​

  • Filters are inherited from the FI part when the connection is first created⁠⁠​

Integration with AI Features

  • Related items provide additional context for AI-powered assessment features, helping the AI assistant make more informed evaluations based on your connected data.⁠⁠​

6 Best Practices

  • Set up related items at the template level for consistency across reports

  • Use descriptive names for your Flexible Item groups

  • Regularly review and update your connections as your business processes evolve

  • Test connections in draft reports before finalizing templates

  • Related items significantly enhance your assessment capabilities by bringing relevant data directly into your evaluation process, making your assessments more comprehensive and data-driven.

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