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Public Sector Solutions Documentation
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            Create Assessment Task Definitions

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            Create Assessment Task Definitions

            Group assessment indicator definitions into assessment task definitions for inspectors to use during a site visit.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create assessment task definitions: Industries Visit

            When an inspector conducts an onsite inspection, they use an Action Plan that includes a checklist of assessment tasks to complete. Create assessment task definitions to represent groups of tasks or questions for an inspector to complete, and relate the assessment task definitions to assessment indicator definitions.

            To create an assessment task definition:

            1. From the App Launcher, find and select Assessment Task Definitions.
            2. Click New.
            3. Enter a name and, optionally, a description. For example, for Name, enter Salon Establishment.
            4. For Assessment Task Definition Task Type, select Inspection Checklist.
            5. Save your changes.
              Next, relate the task to the applicable assessment indicator definition.
            6. On the assessment task definition's Assessment Indicator Definition related list, click Add.
            7. Search for and select an assessment indicator definition. For example, select Is the license for each barber at the establishment displayed in a conspicuous place?
            8. For Display Order, enter a number for the definition in the sequence of tasks to check.If you specify a display order for all but one definition, the item without the display order becomes the first task to complete during a visit.
            9. Save your changes.
             
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