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            Configure Digital Experience for Site Management

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            Configure Digital Experience for Site Management

            Set up Experience Cloud for users to configure site and investigator assessments.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To configure digital experience:

            Health Cloud Starter

            AND

            Study Manager for Site Management

            Before you configure digital experience for site management, make sure that you assigned the Assessment Envelope for Site Management in Experience Cloud permission set to your users.

            1. In the Site Management guided setup, under Configure Digital Experiences, click Enable Digital Experiences next to Enable Digital Experiences. On the settings page, click Enable.
            2. In the Site Management guided setup, under Configure Digital Experiences, click Go to Assessment Setup next to Configure External User Assessments.
            3. Enable the external user assessments.
            4. Set an expiration period for the assessment envelope.
            5. In Send Email Assessment Flow, select Send Assessment Envelope Email. Save your changes.
            6. Complete the steps under the Get Your Org Ready to Use Assessments, Create Assessments with Discovery Framework, and Add the Assessment Component to Pages sections.
            7. To send assessments to multiple care program sites:
              1. Under Configure Digital Experiences, click Go to Setup next to Update Site URL in Bulk Send Assessment Email Flow. The flow opens in Flow Builder.
              2. In the Toolbox section in Flow Builder, select the ExperienceCloudSiteUrl constant, and update URL in the Value field as required.
              If required, use the Send Assessments to Care Program Sites in Bulk screen flow to add an action in the Care Program Sites list view to send assessments to multiple sites.
            • Configure External User Assessments for Site Management
              Help study managers send site feasibility questionnaire to the clinical trial sites. When the questionnaire is sent, the investigators at the sites receive a link to complete the assessment on the Experience Cloud portal within a specific date.

            See Also

             
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