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            Create an Action Plan Template for a Dynamic Assessment

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            Create an Action Plan Template for a Dynamic Assessment

            Add omni assessment tasks to an action plan template for standard types of inspections, investigations, and evaluations.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create action plan templates: Action Plans permission set
            To add omni assessment tasks to an action plan template: Dynamic Assessment Access permission set
            1. From the App Launcher, find and select Action Plan Templates.
            2. Click New.
            3. Specify these details.
              1. Enter a descriptive name.
              2. For Action Plan Type, select Assessment Execution.
              3. Select a target object. For a list of objects you can use with Dynamic Assessments, see Dynamic Assessments in Public Sector.
              4. To allow other users to add to your action plan, select Let users add items to action plans.
            4. Save your changes.
              Now, add an omni assessment task to the template.
            5. On the action plan template record page, on the Items tab, click New Generic Assessment Task.
            6. Specify these details.
              1. For Generic Assessment Task Type, select the default option, Omni Assessment Task.
              2. For Generic Assessment Tasks, search and select an omni assessment task.
              3. To specify the task’s sequence, for Display Order, enter a number.
              4. To make the assessment task mandatory, select Is Required.
            7. Save your changes.
            8. To add more tasks to the template, click New, and then select Generic Assessment Task. Specify the task details and save your changes.
            9. (Optional) If your target object is Visit and you want to collect the signature of an inspector, intake officer, staff member, or respondent:
              1. Click New Signature Task.
              2. Enter a name for the signature task.
              3. To make the task mandatory, select Required.
              4. Save your changes.
            10. When you’re ready to use the template, click Publish Template.
            Example
            Example

            For a Dynamic Assessment for a salon fire safety inspection, create an action plan template with these details.

            • Name: Salon Fire Safety Check
            • Action Plan Type: Assessment Execution
            • Target Object: Business License Application

            For the generic assessment task:

            • Search for and select Salon Fire Safety Check.
            • Is Required: Selected
             
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