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            Configure Assessments for Programs and Applications

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            Configure Assessments for Programs and Applications

            Boost productivity, accuracy, and program compliance by streamlining assessment completion and comparing assessment scores over time.

            Required Editions

            Available in: Education Cloud, Nonprofit Cloud, and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To turn on program management or program cohorts:

            Advanced Program Management permission set

            OR

            Education Cloud Full Access permission set
            To enable Discovery Framework: Customize Application
            To enable Omnistudio: Omnistudio Admin
            To run Discovery Framework Omniscript assessments: Omnistudio User
            To configure question creation settings: Customize Application
            To set up document types and categories for document decision requirements and the Document Matrix element: Document Checklist
            To configure decision tables for document decision requirements and the Document Matrix element: Rule Engine Designer
            To complete Discovery Framework Omniscript assessments that have a Document Matrix Element:

            Rule Engine Designer

            OR

            Rule Engine Runtime
            To use assessments with Nonprofit Cloud: Industries Assessment permission set
            To edit Lightning record pages:

            Customize Application

            AND

            Edit access for the page layout of the object where you’re adding the component

            Use Discovery Framework for assessments that aren’t contextually complex. If you're completing assessments that are contextual to different objects and driven by action plans, you can use Dynamic Assessments. To get started with Dynamic Assessments, complete the Dynamic Assessments Prerequisites.

            1. To set up Discovery Framework, assign admins and users the required permissions.
            2. Complete these assessment steps and the Discovery Framework and assessments prerequisites.
              1. To pause and complete the assessment later, turn on Save Assessment As Draft.
                This step places an option to save the assessment as In Progress. You can return to complete the assessment by opening it back up from the list of assessments on the program page’s Assessments tab.
              2. In the Lightning App Builder, add a new tab to the region and name it Assessments.
                For example, you can add an Assessments tab to the Account, Program Enrollment, and Application Form record page layouts.
              3. Drag the Assessment component and drop it into the Assessments tab.
                Use the Assessment component, not the Assessment List component.
              4. Save and activate the page.
            3. Add a score field to your assessment.
              1. Create a question for the assessment.
              2. Name the field Score.
              3. For Data Type, select Formula.
              4. For the formula response, select Integer.
              5. For the question text, enter Score.
              6. Mark the question as Active.
              7. Don’t provide response values.
              8. Add the question to the assessment.
              9. Save your work.
            4. Write the formula that calculates the assessment score.
              1. From the assessment questions tab, click Select Questions.
              2. Select all questions and drag them into the New Omniscript pane.
              3. Provide the Omniscript details.
              4. Click Build Omniscript.
                The Omniscript Builder opens.
              5. Open the steps and select the Score field.
              6. From the Formula Properties pane, select the Expression field.
              7. Enter the formula for calculating the score.
                For example, SUM(IF(CONTAINS(%Question1%, ‘Yes’), 1, IF(CONTAINS(%Question2%, ‘Yes’), 1), 0)) scores the responses to a two question assessment. Use the API name of the questions in the formula.
              8. Save your work.
              9. To preview the assessment and test the score calculation formula, click Preview.
            5. To name the assessment as you save it, set the Save remote action.
              1. From the Remote Action Properties pane, select the Save remote action, and open the Remote Properties.
              2. Under Remote Options, set the Key value to Assessment.Name.
              3. In the Value field, enter a name to identify the assessment.
                For example, to identify the assessment as the one to use to test the assessment scoring calculations and actions, enter TESTING.
            6. To give users a way to return to the record page from the assessment, add a Navigate Action to the end of the assessment.
              1. From the Elements pane, drag the Navigate standard action and drop it under the Save remote action.
              2. In the Navigate Action Properties pane, enter a descriptive name and field label for the navigate action.
                For example, enter NavigateBackToRecord for an action that brings the user back to the assessment’s Account, Program Enrollment, or Application Form record.
              3. Set the Page Reference Type to Record and the Record ID to %ContextId%.
                When you click Next at the end of the assessment, you’re returned to the assessment’s Account, Program Enrollment, or Application Form record page.
            7. Activate your assessment.
              Locate the assessment where you placed the Assessments tab, under the Assessment Library.
            8. Add assessment history to the Assessment record page layout.
              1. Open an assessment record and edit the page.
              2. Add a custom tab to the page (next to the Details and Related tabs) and name it Assessment History.
              3. Drag a Flexcard to the body of the Assessment History tab.
              4. For the Flexcard Name, select DiscoveryFrameworkAssessmentHistory.
              5. Save and activate the page as an app default.
              6. To see the Assessment History tab, return to the assessment record and refresh the page.
              7. To see the graphical assessment history, set the date parameters, set Score Type to Score, and then click Search.

            See Also

             
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