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Customize Benefit Application Assessment Questions
Create and edit assessment questions to capture constituent information for benefit programs in Public Sector (formerly Public Sector Solutions).
Required Editions
| View supported product editions. |
| User Permissions Needed | |
|---|---|
| To create and edit assessment questions: | Industries Assessment |
The Public Sector benefit management Discovery Framework template includes dozens of assessment questions to help you gather necessary information from constituents who apply for a benefit. To see a list of the questions, in Setup, go to the Discovery Framework Sample Templates page and, for PSS_BM v1, click View Details. Add assessment questions or customize existing questions to suit your needs.
Create Assessment Questions
Create assessment questions to capture constituent information for your benefit programs.
- From the App Launcher, find and select Assessment Questions.
- Click New.
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Specify these details.
- Enter a name for the assessment question and then press Tab to fill in the Developer Name.
- Specify the question data type and category.
- Enter the question text.
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To make this question the active version, select Active.
For information about the other fields, see Create Questions in the Discovery Framework documentation.
- Save your changes, or save them and create another question.
Modify Assessment Questions
Edit assessment questions from the benefit management Discovery Framework template to suit your needs.
- From the App Launcher, find and select Assessment Questions.
- From an Assessment Questions list view, select the question that you want to edit.
- On the assessment question record page, on the Assessment Question Versions related list, click New.
- Enter a name and the question text for the assessment question version.
- To make this question the active version, select Active.
- Save your changes.
