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            Generate Evaluation Form

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            Generate Evaluation Form

            Use OmniStudio to package your active questions into a functional evaluation script.

            Required Editions

            Supported Editions for Workforce Engagement Management
            User Permissions Needed
            To build quality assessment scripts: Quality Manager
            1. From the Service Console, go to Assessment Questions and click Select Questions.
            2. In the assessment, enter Quality Management and add provide these details:
              • Name: A unique name
              • Language: English
              • Type: Enter a type such as Quality
              • Sub Type: Enter type such as Form

              For a given combination of Name, Type and Sub Type, only one evaluation form version must be active.

            3. Select an assessment question category in the Create Form tab and drag the questions into the OmniScript tab.
            4. Click Add Steps to structure the steps into logical sections to guide the analyst and use names for categories and steps.
            5. To build the evaluation form, select Build OmniScript.
            6. Preview the evaluation form.
            7. Submit the changes and Activate the form.

            You can create and manage any number of evaluation forms for different assessment needs.

             
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            Salesforce Help | Article