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            Create an Action Plan for a Dynamic Assessment

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            Create an Action Plan for a Dynamic Assessment

            Create an action plan from an action plan template that includes omni assessment tasks for a specific business license application, care plan, visit, or other record.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create action plans: Action Plans permission set

            To use an action plan template, create an instance of it from a specific record on the template’s target object. When you create an action plan for a specific record, the omni assessment tasks are available for inspectors, investigators, caseworkers, and other staff members to complete on the Assessment tab.

            1. From the App Launcher, find and select the object that you want to relate to the action plan.
            2. Select a record.
            3. On the Action Plans related list, click New Plan.
            4. Enter a name and select a start date.
            5. For Action Plan Template, search for and select the template that includes your omni assessment tasks.
            6. Optionally, select a status.
            7. Click Next.
            8. Review the required tasks and save your work.
            Example
            Example

            For a Dynamic Assessment for a salon fire safety inspection, you need a business license application record. Create one for a fictional salon to use for this example. When you create the application, create the required (fictional) account, contact, and license type as needed. Alternatively, use an existing business license record in your org. You can delete the action plan from the record later, if desired.

            For the action plan for the business license application, specify these details:

            • Name: Fire Safety Check for [Account Name]
            • Start Date: The current date
            • Action Plan Template: Salon Fire Safety Check
             
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