Set Up Pulse Checks

Configure your org preferences and object sharing settings to enable pulse checks.

1. Enable Pulse Checks in your org:
   1. From Setup, in the Quick Find box, enter Set Up Education Cloud and select it.
   2. Turn on Pulse Checks.
2. Provide access to the assessment question object:
   1. From Setup, in the Quick Find box, enter Sharing Settings and select it.
   2. Under Default Sharing Settings, click Edit.
   3. Configure the access:

      Object	Default Internal Access	Default External Access
      Assessment Question	Public Read Only	Public Read Only

3. Use sharing sets to provide your Experience site users access to these objects:

   Object	Access Level
   Assessment Envelope	Read/Write
   Program Enrollment	Read Only

   See Create a Sharing Set for Experience Cloud Site Users.
4. To enable recurring pulse checks, use the Orchestration Flow for Recurrence Scheduler flow template to create a flow, and then activate it. See Activate the Recurrence Schedule Flow.
5. Designate the default workflow user:
   1. From Setup, in the Quick Find box, enter Process Automation Settings and select it.
   2. Select the default workflow user.
   3. Save your changes.
6. Create a permission set for your portal users so they can access the pulse checks and submit their responses:
   1. From Setup, in the Quick Find box, enter Permission Sets and select it.
   2. Click Clone next to Education Cloud for Experience Cloud Access.
   3. Enter a label and an API name for the permission set.
   4. Save your changes.
   5. Click your permission set.
   6. Click Object Settings.
   7. Click Omni Processes, and then click Edit.
   8. Enable read access for these fields: Active, Language, SubType, Type, and Web Component Enabled.
   9. Save your changes.
   10. Assign the new permissions set to your portal user group. See Manage Permission Set Assignments.
7. Add pulse checks to your learner portal, so learners can view the pulse checks assigned to them and submit their responses.
   1. From Setup, in the Quick Find box, enter All Sites and select it.
   2. Select a site, or click New to create one. See Set Up an Education Portal.
   3. Click on the Action Center component to select it.
   4. On the Action Center dropdown menu, select Pulse Checks if it’s not enabled.
   5. Apply additional customizations as required, then preview and publish the site. See Customize Sites with Experience Builder.