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            Customize the Benefit Applicant Assessment Omniscript Template

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            Customize the Benefit Applicant Assessment Omniscript Template

            The benefit applicant assessment Omniscript template is designed for a U.S.-based Low Income Home Energy Assistance Program (LIHEAP) application. Customize the template to work for your benefit program applications.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create Omniscripts: OmniStudio Admin
            1. From the App Launcher, find and select Omniscripts.
            2. Expand BenefitManagement/BenefitApplicantAssessment, and then select Benefit Applicant Assessment (Version 1).
            3. Click New Version.
            4. Click Edit.
              1. Enter a name for this Omniscript version.
              2. If necessary, change the language.
              3. For Type and SubType, keep the default values, BenefitManagement and BenefitApplicantAssessment, respectively.
              4. Save your changes.
            5. To include the latest assessment question versions in the Omniscript, click Edit Form and then click OK.
            6. To add assessment questions to the Omniscript, click Edit Form and then click Add Step.
              1. To name the step, at the bottom of the Edit Form window, click Untitled Step, then click The Edit icon, which is a pencil.
              2. To add a question to the step, start typing its name in the Search Assessment Questions field. To narrow the search, enter the name of an assessment Question Set and select a Category.
              3. Drag the assessment question onto the new step.
              4. Add more questions and reorder questions and steps as required.
              5. Click OK.
            7. To change a referenced Omniscript, Omnistudio Data Mapper, Integration Procedure, or Expression Set, select it in the Omniscript canvas and edit its settings in the Properties panel.

            See Also

             
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