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            Complete an Assessment

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            Complete an Assessment

            Quickly locate the correct assessment and complete it by using the Assessment component. Specific record pages show assessments related to a particular individual. The home pages of apps such as the Behavioral Health app, Integrated Care Management app, and Crisis Support Center Management app show assessments for all the accounts assigned to you. If you must pause an assessment in progress, save it as a draft. You can easily find it later and complete it at your convenience.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To complete an assessment:

            Read and Edit permission on Discovery Framework objects

            AND

            OmniStudio User permission set

            The Assessment component shows selected assessments and a library of available assessments. You can filter selected assessments based on whether they're:

            • Completed: Submitted by a respondent
            • Not Started: Pending a response
            • In Progress: Saved as a draft
            • Expired: Not submitted before the expiration date
            Note
            Note

            People who access assessments on Experience Cloud sites don’t have the option to save an assessment as a draft. If a user on an Experience Cloud site starts an assessment but doesn’t submit it, it shows a Not Started status.

            1. Find assessments on a record page or an app home page.
              The account, care plan activity, case, and clinical service request pages show assessments related to a particular individual. The home pages of apps such as the Behavioral Health app, Integrated Care Management app, and Crisis Support Center Management app show assessments for all the accounts assigned to you.
            2. To see all the available assessments, click the Assessment Library tab.
            3. Use the filter and sort buttons to find the assessment you need.
            4. Click Start on the assessment you want to complete.
              To complete an assessment that’s in progress, from the assessment’s action menu, click Continue.
            5. Ask the questions on the assessment and record the answers. Click Submit when finished.

              If some assessment questions are prefilled with data from previously submitted responses, verify the information.

              If you can’t complete the assessment in one session, click Save for later to save your progress. The Omniscript shows a link that you can save for when you continue with the assessment later. However, it's not necessary to save this link, as the Assessment component also provides a Resume button to continue the assessment.

              After you submit an assessment, it appears on the Completed tab.

              Open a completed assessment in view mode by clicking the dropdown arrow, then View.

             
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            Salesforce Help | Article