Configure a Compliance Status to Automatically Create a Violation
If you’re using Dynamic Assessments to determine regulatory compliance, configure the
Fail picklist value on the Compliance Status field to automatically create a regulatory code
violation record.
The Assessment Question Response object stores the answers to assessment questions. It has a
lookup relationship with regulatory code violations, and a Compliance Status field that
indicates whether the response complies with the regulatory code that’s related to the
question.
By default, Compliance Status includes the values Pass, Fail, NA, and Issue. To help
inspectors and other users quickly create regulatory code violations, define the Fail value as a
violation. When you create an omni assessment task for an assessment question, you can
optionally add the Compliance Status field to it. That way, when an inspector or other user
selects Fail for the assessment question, Public Sector automatically creates a
regulatory code violation record.
From Setup, in Object Manager, select Assessment Question
Response.
Click Fields & Relationships, and then click
Compliance Status.
In Compliance Status Picklist Values, click Edit for the Fail
value.
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