Prepare the Omni Assessment Task

Create an Omni Assessment Task

Create an omni assessment task to store your assessment questions.

1. From the App Launcher, find and select Omni Assessment Tasks.
2. Click New.
3. Enter a name.
4. For Status, select Is Defined.
   By setting the status to Is Defined, you can use the task multiple times.
5. Save your changes.

Example

For a Dynamic Assessment for a salon fire safety inspection, create an omni assessment task with these details:

• Name: Salon Fire Safety Check
• Status: Is Defined

Add Assessment Questions to an Omni Assessment Task

Create an Omniscript form from an omni assessment task, and add assessment questions to it.

Important You can include up to 50 assessment questions in an omni assessment task.

1. From the App Launcher, find and select Omni Assessment Tasks.
2. Select the omni assessment task to which you want to add assessment questions.
3. Click Create Omniscript.
4. For Omniscript details, enter a name, select a language, and select or enter a type and subtype.
   The type, subtype, and language combine to create a unique identifier for the Omniscript. Consider using logical naming conventions for the type and subtype. For example, for Type, enter the object that you’re basing the Dynamic Assessment on, and for Sub Type, enter the assessment question category.
5. To allow the form to be embedded in an Omniscript flow, select Reusable.
6. Search for assessment questions to include in the Omniscript.
   • To search all assessment questions, enter a keyword in Search Assessment Questions.
   • Search for and select assessment questions related to a question set.
   • Filter questions by one or more categories.
7. Add questions to the Omniscript canvas.
   • Drag a question from the search results to the canvas.
   • Select one or more questions in the search results, click Add Questions to Step, and select the step.
8. Add steps as necessary.
   • Name each step section in the form.
   • To move a question to a different step, drag it.
   • To add the Compliance Status picklist to the question, select Compliance status.
   • To allow users to upload files relating to the question, select File attachment.
9. Click Build Omniscript.

When Omnistudio finishes building the script, the script opens in a new tab.

Note You can’t save an in-progress Omniscript form. If you close the Create Omniscript tab before you build the Omniscript, you’ll lose your work.

Example

For a Dynamic Assessment for a salon fire safety inspection, create an Omniscript with these details:

• Name: Salon Fire Safety Check
• Type: Inspection
• Sub Type: Safety
• Language: English

Create a step named Fire Extinguishers, and add the questions What is the square footage of the establishment? and Are fire extinguishers present? to the step.

Add Question Logic and Activate the Omniscript

Add conditional logic to the omni assessment task’s Omniscript so that assessment questions show based on answers to previous questions.

Note Omnistudio offers many ways to conditionalize elements. We’re only covering a simple example here. For more information, see Use the Conditional View Property to Conditionally Display Elements.

1. If necessary, open the Omniscript for your omni assessment task.
   1. From the App Launcher, find and select Omniscripts.
   2. From the list view, which is organized by type/subtype, select the Omniscript.
      If you have multiple versions, select one that isn’t active. You can’t edit an active Omniscript.
2. Define conditional logic that shows a second question based on the response to the preceding question.
   1. Select the step element with the questions to conditionalize, and then select the question that only shows conditionally.
   2. In the Properties pane, expand the Conditional View section.
   3. For View Condition, click Show Element if True.
   4. Specify these options.
      • Select All Conditions Are Met.
      • For Field, select the question with the dependency.
      • Select an operator and value to define the conditions that show the second question.
   5. Save the rule.
   6. Test the rule.
      • Click Preview.
      • Run simulations to check the logic.
      • Click Design to return to the Omniscript.
      • Edit the conditional view logic as necessary.
      • Repeat until the logic works correctly.
3. (Optional) If you have custom fields on assessments, configure the Omniscript to save their values when someone conducts a Dynamic Assessment.
   1. Select the Save-Responses remote action.
   2. In the Properties pane, expand Remote Properties.
   3. For Remote Options, in Key, enter the custom field by using the syntax Assessment.fieldname. For example, enter Assessment.AccountId__c.
      

      Note Custom field names must match the developer names of Assessment fields. For example, Assessment.Name. For more information and supported data types for remote options, see Considerations for Working with Omniscript Designer in Considerations for Working with Discovery Framework.
4. (Optional) Add the Discovery Framework Signature element to the Omniscript so that inspectors, intake officers, other staff members, or respondents can sign off on the completion of the assessment.
   1. From the Build panel, under Groups, drag the Step element to the Omniscript canvas.
   2. From the Build panel, under Inputs, drag the Signature element to the step.
   3. Configure the signature’s properties. See Capture a Respondent’s Signature on a Form.
      

      Note If your Dynamic Assessment is related to visits, you can instead add a signature task to the assessment’s action plan template. See Create an Action Plan Template for a Dynamic Assessment.
5. When you’re satisfied that the Omniscript works correctly, click Activate Version.

Example

For a Dynamic Assessment for a salon fire safety inspection, in the Salon Fire Safety Check Omniscript, define logic so that when the answer to “What is the area of the establishment?” is 500 square feet or greater, the inspector sees the question, “Are there fire extinguishers?” Otherwise, the fire extinguisher assessment question doesn’t show in the omni assessment task, and the task ends.

• In the Salon Fire Safety Check Omniscript, select the Step1 element, which contains the fire extinguishers assessment questions.
• Select the question Are fire extinguishers present?.
• In the Properties pane, expand Conditional View.
  • For View Condition, click Show Element if True.
  • Select All Conditions Are Met.
  • For Field, select Area_of_Establishment.
  • For Operator, select Greater Than Or Equal To.
  • For Value, enter 500.

Configure Omni Assessment Task Sharing Settings

After they’re configured, make your omni assessment tasks available to other users.