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            Configure MCG Assessments for Experience Cloud Site

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            Configure MCG Assessments for Experience Cloud Site

            To enable community users to complete MCG assessments on Experience Cloud sites,add the External User Assessments component to your site, configure the external assessment integration defintion for MCG assessments, and assign the required permissions.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions
            User Permissions Needed
            To use Experience Cloud for Health Cloud: Customer Community for Health Cloud or Customer Community Plus for Health Cloud add-on license
            To use Experience Cloud for Assessments: Assessment Envelope for Community Users permission set
            1. Create an external credential, a named credential, a permission set with the external credential principal access enabled, and an integration defintion. See Set Up Your Org for MCG Assessments and Care Guidelines.
            2. To enable access to MCG assessments for community users, configure your Experience Cloud site with the External User Assessments component. See Set Up Assessments for an Experience Cloud Site.
            3. Assign community users the permission set you created with the external credential principal access enabled.
              1. From Setup, in the Quick Find box, enter Users and select Users.
              2. Click the community user you want to assign the permission set to.
              3. Click Permission Set Assignments.
              4. Move the permission set to the Enabled Permission Sets section.
              5. Save your changes.
            4. To enable access to MCG assessments on Experience Cloud sites, assign Read access for the External Assessment Definition object to community users.
            5. Create a Read Only sharing rule for the External Assessment Definition object.
              1. From Setup, in the Quick Find box, enter Sharing Settings and select Sharing Settings.
              2. Find and select External Assessment Defintions.
              3. In the Sharing Rules related list, click New.
              4. Enter the label name and rule name.
              5. For the rule type, select Based on criteria.
              6. Specify the field, operator, and value criteria that records must match to be included in the sharing rule.
              7. For Share with, select Public Groups, then All Customer Portal Users.
              8. For Access Level, select Read Only.
              9. Save your changes.

            Care managers can now send MCG assessments for community members to complete on Experience Cloud sites. After a member completes an assessment, the status of the corresponding Assessment Envelope Item is updated to Pending Review. The care manager reviews the completed assessment and then submits it.

             
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