Before you begin creating assessment questions and assessment forms, ensure that you have
the Quality Manager permission set group assigned. These steps don't require an admin
permission.
Go to the OmniScripts tab and click the Discovery
Framework Assessment.
Select Usage Type as Quality Management and
Save.
Or go to the Assessment Questions tab, click
New.
Click New Assessment Questions, and provide these details:
Name: A unique name.
Data Type: Format of the answer input (for example, Picklist, True/False).
Category: Functional grouping (for example, Compliance, Professionalism).
Question Text: The evaluation question.
Active: Checkbox to make the form/question available for use.
Enter Score Options:
Option: The text label for an answer choice (for example, "Yes", "No").
Score: A numeric value.
Description: A brief explanation of the score.
Save the changes.
Note Evaluation forms support only assessment questions that are Active and have the Score data type.
Generate Evaluation Form Use OmniStudio to package your active questions into a functional evaluation script.
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