At which point in the Demand Management lifecycle do assessments get sent to stakeholders?

In the ServiceNow Demand Management lifecycle, assessments are sent to stakeholders during the Screening state. After a demand is submitted, it enters the Screening state, where a demand manager performs an initial review. To gather essential information regarding the demand's value, risk, size, and strategic alignment, the manager triggers assessments (metric-based surveys) to be sent to relevant stakeholders. The responses from these assessments are then used to score the demand and determine if it should be qualified for further evaluation and potential approval.

A. Creation: Assessments are not sent during the Creation (or Draft) state, as the demand has not yet been formally submitted for review.

B. Assessment: While the activity is "assessment," it is not a formal state in the standard Demand Management lifecycle. The state in which this activity is initiated is "Screening."

C. Planning: Planning is not a state within the Demand Management lifecycle. It is a phase that occurs after a demand has been approved and converted into a project or another work item.

1. ServiceNow Product Documentation - Demand states: The official documentation outlines the base system states for a demand. It lists "Screening" as the state following "Submitted," where the initial evaluation occurs. The states are: Draft, Submitted, Screening, Qualified, Approved, Completed, and Deferred.

Source: ServiceNow Product Documentation, "Demand states," Utah Release.

2. ServiceNow Product Documentation - Screen a demand: This document explicitly states the role of assessments in the Screening state. "During the Screening state, the demand manager and stakeholders collaborate to add details to the demand. The demand manager can request stakeholders to complete their assessments."

Source: ServiceNow Product Documentation, "Screen a demand," Utah Release.

3. ServiceNow Product Documentation - Demand Management: The overview of the Demand Management process confirms this workflow. "When a demand is in the Screening state, you can create assessments to send to stakeholders to gather information for demand qualification."

Source: ServiceNow Product Documentation, "Demand Management," Utah Release.