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            Configure Site and Investigator Summarization

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            Configure Site and Investigator Summarization

            Site and investigator summarization presents all critical information in a concise format, making it easy for users to quickly review key details on their screen. Configure summarization by turning on context definitions and activating prompt templates. Then, add the summarization action to the sites and investigators search results page.

            Required Editions

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

            Health Cloud Starter

            AND

            Context Service Admin

            AND

            Life Sciences Site Management Summarization
            1. In the Site Management guided setup, under Configure Site Investigator Summarization, turn on site investigator summarization.
            2. Click Go to Setup next to Turn On Context Definitions.
            3. In the Context Service Settings page, turn on Context Definitions.
            4. Click Go to Setup next to Activate Prompt Templates for Summarization.
            5. In the Prompt Builder, activate the Summarize Site or Investigator prompt template.
            6. In the Site Management guided setup, under Configure Site Investigator Summarization, click Go to Setup next to Add Summarization Action to Search Results Page.
            7. In the Criteria-Based Search and Filter setup page, activate Criteria-Based Search and Filter.
            8. Create an action for summarizing site information.
              1. Click Action Configuration, and click New.
              2. Select Summarize Site as the name.
              3. Select Inline as the action scope.
              4. Select LightningWebComponent as the action type.
              5. Select Summarize Site as the action reference.
              6. If necessary, add a description for the action and specify whether the action is intended for Agentforce.
              7. Save your changes.
            9. Similarly, create an action for summarizing investigator information with Summarize Investigator as the name and the action reference.

            See Also

             
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