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Retail Execution at Your Fingertips
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            Assessment Task Definition

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            Assessment Task Definition

            While on a store visit, field reps perform certain activities related to the different aspects of retail execution. You can define these activities as assessment task definitions. Assessment Task definition holds information such as name, description, category, and type of task.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            Note
            Note Search for the assessment task definitions by using the search bar in the Assessment Task Definitions list view.
            • Types of Assessment Tasks Definitions
              You can create several types of assessment task definitions to capture business data. Inventory checks, planogram checks, in-store surveys, promotion checks, or order creation are provided by Consumer Goods. You can even create custom tasks for your specific business needs. You can add multiple KPI-based tasks to a visit.
            • Prerequisites for Creating an Assessment Task Definition
              To enable your field reps to capture required data while performing, you must create and associate relevant records. For example, if you create an inventory check task but don't associate it with an in-store location, field reps wouldn’t know where in the store the task must be performed.
            • Create an Assessment Task Definition
              Save the common activities that a field rep performs at a store as an assessment task definition.
            • Associate an Assessment Task Definition to an Assessment Indicator Definition
              You can add an assessment task definition in an action plan template after the assessment task definition is associated with an assessment indicator definition.
             
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