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            Review Assessment Details and Responses

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            Review Assessment Details and Responses

            Use the assessment dashboard to view the site assessment details and review the responses. View the total number of invitations, responses, and the minimum and maximum scores for an assessment.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud or Health Cloud
            User Permissions Needed
            To review assessment details and responses:

            Health Cloud Starter

            AND

            Study Manager for Site Management

            Use the histogram on the assessment dashboard for a comprehensive view of the assessment responses, based on the scores that you set for the questions. From the dashboard, go to the details of the assessment response from a specific site or investigator. Use the advanced filter option to filter the sites on the histogram, based on the minimum and maximum scores.

            1. From the App Launcher, find and select Research Studies.
            2. Select the research study that the assessment was completed for.
            3. On the Assessment Survey tab, select the assessment, and click Show Results.
            4. To filter the sites based on the assessment response scores, expand the Advanced Filters section, and enter the minimum and the maximum scores. Click Apply Filters.
            5. To go to a specific response, in the list of sites and investigators, click See Assessment Response.
             
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            Salesforce Help | Article