Dynamic Assessments Prerequisites

Turn on Discovery Framework

Discovery Framework, the data model for efficiently collecting and managing Omniscript form data, is the foundation of Dynamic Assessments. Turn on Discovery Framework so that you can set up Dynamic Assessments.

1. From Setup, in the Quick Find box, enter Discovery Framework, and then, under Assessments, select General Settings.
2. Turn on Discovery Framework.

Assign Permissions

Assign permissions for Dynamic Assessments.

1. Assign these permission sets to anyone who sets up Dynamic Assessments.
   • Action Plans
   • Dynamic Assessment Access
   • Industries Assessment
   • OmniStudio Admin
2. Assign these permission sets to users who conduct Dynamic Assessments.
   • Dynamic Assessment Access
   • Industries Assessment
   • Action Plans
   • OmniStudio User
   • For Dynamic Assessments involving regulatory compliance, Public Sector Access
   • For onsite Dynamic Assessments, Industries Visit

Set Field-Level Security for Dynamic Assessments

Update field-level security for Assessment and Assessment Question Response objects so that users can take assessments.

1. From Setup, in Object Manager, select Assessment.
2. Click Fields & Relationships.
3. Select the Account field, and then click Set Field-Level Security.
4. For all applicable user profiles, such as Standard User, select Visible, and then save your changes.
5. Similarly, set field-level security for Case and Response Context fields on the Assessment object.
6. Repeat these steps for the specified fields on the Assessment Question Response object:
   • Compliance Status
   • Decimal Response Value
   • Integer Response Value
   • Response Text
   • Response Type
   • Response Value
   • Response Value Score

Add the Assessment List Component to Lightning Pages

The Assessment List component shows the omni assessment tasks to complete for a Dynamic Assessment. Add it to the Lightning page for the object you’re using with Dynamic Assessments. For example, add it to business license applications, individual applications, care plans, public complaints, funding award requirements, custody items, or visits.

Here’s how to add the Assessment List component to the care plan page.

Note The easiest way to customize a Lightning record page is to edit an existing page. Before starting this task, if necessary, create a record for the relevant object, such as Care Plan. You can delete the record later if desired. For other ways to create a Lightning record page, see Create and Configure Lightning Experience Record Pages.

1. From Setup, in Object Manager, select Care Plan.
2. Under Lightning Record Pages, select Care Plan Record Page.
3. For Lightning Page Detail, click Edit.
4. On the page canvas, select the Tabs component and, in the Tabs properties panel, click Add Tab.
5. Select the new tab element and, for Tab Label, select Assessments.
6. Click Done.
7. Select the Assessments tab on the page canvas and drag Assessment List from the Components list to the Assessments tab.
8. Save your changes and activate the page.

Add the Action Plan List Component to Lightning Pages

Inspectors, investigators, caseworkers, and other staff members conduct Dynamic Assessments by completing omni assessment tasks in action plans. Add the Action Plan List component to the Lightning page of the object you’re using with Dynamic Assessments so that you can create action plans from specific records. For example, add the component to business license applications, individual applications, care plans, public complaints, funding award requirements, custody items, or visits. Here’s how to add the Action Plan List component to the care plans page.

1. From Setup, in Object Manager, select Care Plan.
2. Under Lightning Record Pages, select Care Plan Record Page.
3. For Lightning Page Detail, click Edit.
4. On the page canvas, select the Tabs component and, in the Tabs properties panel, click Add Tab.
5. Select the new tab element and, for Tab Label, select Action Plans.
6. Click Done.
7. Select the Action Plans tab on the page canvas and drag Action Plan List from the Components list to the Action Plans tab.
8. Save your changes and activate the page.

Add the Omni Process Assessment Component to the Omni Assessment Task Lightning Page

Show assessments on omni assessment task Lightning record pages so that you can see the assessments that are related to a specific task.

Note If necessary, before starting this task, create an omni assessment task record. You can delete it later if desired.

1. In Object Manager, select Omni Assessment Task.
2. Under Lightning Record Pages, select Omni Assessment Task Record Page.
3. For Lightning Page Detail, click Edit.
4. On the page canvas, select the Tabs component and, in the Tabs properties panel, click Add Tab.
5. Select the new tab element and, for Tab Label, select Assessments.
6. Click Done.
7. Select the Assessments tab on the page canvas and drag Omni Process Assessment from the Components list to the tab.
8. Save your changes and activate the page.

Configure Inspections

If you’re using Dynamic Assessments to conduct inspections for regulatory compliance, set up inspections.

1. Complete the inspections prerequisites.
2. Create regulatory codes.
3. Create action plan templates for inspection visits.
4. Create inspection types and violation types.
5. Add the Regulatory Code Uses and Violation Type Uses related lists to the Assessment Question Version page layout. See Customize Page Layouts with the Enhanced Page Layout Editor.

Configure Visits

If your users will conduct Dynamic Assessments with onsite visits, set up visits.

1. Add an action to create visits from application record pages.
2. Customize the Visit Lightning record page.
3. (Optional) Create a mobile Signature Task Lightning record page.

(Optional) Set Up Hierarchical View

Give inspectors, caseworkers, and other Dynamic Assessment users quick access to records that relate to the object that’s the focus of the Dynamic Assessment. Hierarchical View is a Lightning web component that provides a structured, cascading view of related lists so that you don’t have to navigate through successive tabs and related records. For example, set up the Hierarchical View component on business license applications or public complaints to see related visits, code violations, and enforcement actions.