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.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud or Health Cloud
User Permissions
Needed
To configure assessments:
Industries Assessment permission set license
In the Site Management guided setup, under Configure Digital Experiences, click
Go to Assessment Setup next to Configure External User
Assessments.
In the Assessment Setup page, turn on External User
Assessments.
Set the default number of days until the assessment envelope expires, and save your
changes.
The assessment envelope contains all the assessments that the study manager sends to
the sites. They can change the default expiration date before sending the assessments,
but the expiration date can’t exceed 30 days.
In Send Email Assessment Flow, click Edit.
Select the Send Email Assessment Flow that is customized for your requirements, and
save your changes.
If the Send Email Assessment Flow isn’t in the dropdown, check to see if it’s
activated.
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