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            Conduct Assessments for Investigative Cases

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            Conduct Assessments for Investigative Cases

            Equip incident managers to perform preliminary assessments, and investigators and caseworkers with a predefined questionnaire to proceed with a case or risk assessment. For example, an investigator can use the checklist-style assessment to ensure that all required preliminary checks on an investigative case are completed.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To conduct a Dynamic Assessment:

            Dynamic Assessment Access permission set

            AND

            Action Plans permission set

            AND

            Industries Assessment permission set

            AND

            OmniStudio User
            To access investigative case related objects: Investigative Case Management
            To access inspection-related objects and features:

            Public Sector Access OR Public Sector Field Access

            AND

            Read and Edit access to the Response and Response Context fields on the Regulatory Code Violation object
            To conduct a visit-based Dynamic Assessment: Industries Visit

            Make sure that the case manager has provided you with an action plan that contains assessment tasks for conducting the assessment. See Create an action plan.

            1. In the Public Sector: Investigative Case Management app, click the app navigation menu and select Cases.
            2. Select a case.
            3. In the Assessments tab, click the task that you want to perform.
            4. Answer the questions in the task.
            5. To advance through all the questions until the assessment is complete, click Next.
              When you finish a task, click Mark as Complete.
            6. To see responses to assessment questions, from the App Launcher, find and select Assessments.
            7. Select an assessment.
            8. Click Related and select an assessment question response.
             
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