Create and Configure Omni Assessment Tasks

Learning Objectives

After completing this unit, you’ll be able to:

• Create an Omni Assessment Task.
  
• Add assessment questions to the Omni Assessment Task.
  
• Define the Omniscript logic for your Omni Assessment Task.
  

Create an Omni Assessment Task

During site inspections, Amelia must record a lot of information by responding to checklist questions. The applicability of some questions depends on the answer to previous ones. Wouldn’t it be great if her checklist only showed questions relevant to the specific inspection?

The beauty of dynamic assessments is that you can configure forms with dependencies and conditional logic. This way, the inspector or intake officer can focus on gathering only the information that matters. Omni Assessment Tasks, which include Omniscripts, provide the functionality. 

Join Tishon as she creates an Omni Assessment Task that stores both the assessment questions and the Omniscript logic that sequences these questions. 

To start, let’s create a basic form. 

1. From the App Launcher, find and select Omni Assessment Tasks.
   
2. Click New.
   
3. Enter these details.
   

1. Name: Fire Safety and Building Standards Assessment
2. Status: Is Defined.
   

4. Click Save.
   
   

To use an Omni Assessment Task multiple times, you need to set the Status to Is Defined. 

Add Assessment Questions to the Omni Assessment Task

With the new Omni Assessment Task ready, Tishon moves on to the next step: adding the assessment questions. First, she creates an Omniscript form that contains all the questions, and then she attaches the form to her Omni Assessment Task.

1. On the Fire Safety and Building Standards Assessment task record page, click Create Omniscript. This launches the Discovery Framework user interface.
   
2. On the Create Omniscript page, enter these details.
   

1. Name: Fire Safety and Building Standards Check
2. Language: English
   
3. Type: Salon_Assessment
4. Sub Type: Safety

3. Under Fire Safety and Building Standards Check, define steps for each aspect of the task. For this example, include a step to check for fire safety and a step to check for building standards.
   

1. Click the pencil icon next to the Untitled Step placeholder, and rename it Fire Safety.
   
2. Click Add Step, and then click the pencil icon again to create a new step. Rename it Building Standards.
   

4. Next, search for and add all of the Fire Safety and Building Standards assessment questions to the applicable steps. Either:
   

• Enter a keyword in the Search Assessment Questions field. For example, search for Fire, or
  
• Select a Category to view and select questions from that category, such as Building Standards.
  

5. Drag the questions from the search results list to the corresponding step on your Omniscript. Or, select one or more questions, and click Add Questions to Step to add them to a specific step.
   
6. Select the Compliance Status checkbox for each of these assessment questions:
   
   • Are heating appliances securely fixed with enough clearance?
     
   • Does the establishment provide a safe and clear walking path to the entrance?
     

When you select the Compliance Status checkbox, a preconfigured picklist appears in the form that the assessor can use to mark the compliance of the assessment question, such as Pass or Fail. Marking the Compliance Status as Fail automatically creates a regulatory code violation, which you’ll learn about later in this module. To learn how to configure the Compliance Status field to create regulatory code violations, view the Help article listed in the Resources section.

Tishon has successfully added all of the assessment questions to an Omniscript form. 

Build and Activate the Omniscript

You can also add conditional logic to an Omniscript to create dynamic assessment questions. For example, in the salon fire safety inspection, if the answer to the question, "Is this the first fire safety assessment being conducted at this location?" is No, then the next question that inspectors see in their checklist is, "How many violations were found in the previous inspection/assessment?". If there were no previous fire safety assessments, inspectors don't see the question about violations. 

Let’s learn how Tishon defines this logic for the fire safety portion of the checklist. 

1. Click Build Omniscript to launch the Omniscript page.
   
   
2. Click Step 1. Under Step Properties, update the Name field to Fire Safety.
   
3. Expand the Fire Safety step.
   
4. Select the question block to which you want to add logic. In this case select How many violations were found in the previous inspection/assessment?
   
5. In the Properties pane, expand the Conditional View section.
   
6. Under View Condition, click Show Element if True.
   
7. In the Edit Show Hide Rules dialog, specify these options.
   

• Select All Conditions Are Met
  
• Field: Initial_Fire_Inspection
  
• Operator: Equal To
  
• Value: No

8. Save your rule.
   

Next, Tishon wants to create a rule for the salon building standards inspection. If the answer to the question, “What is the square footage of the establishment?” is greater than 499, then inspectors should see the next question in their checklist which is, “How many chairs are there in the establishment?” Otherwise, the question about the number of chairs won’t appear in the Omni Assessment Task. 

Let’s follow Tishon as she defines this Omniscript logic for the Building Standards portion of the checklist. 

1. Click Step 2 on your Omniscript design page. Under Step Properties, update the Name field to Building Standards.
   
2. Expand the Building Standards step, and select the question block How many chairs are there in the establishment?
   
3. In the Properties pane, expand the Conditional View section. Under View Condition, click Show Element if True.
   
4. In the Edit Show Hide Rules dialog, specify these options.
   

1. Select All Conditions Are Met
   
2. Field: Area_of_Establishment
   
3. Operator: Greater Than
   
4. Value: 499
5. Click Save.
   

Tishon has applied conditional logic to both the fire safety and building standards portion of the salon inspection checklist. Next, she tests everything and activates the OmniScript. 

1. Click Preview on the Omniscript page, and test the flow of your questions.
   
2. When you’re satisfied that your Omniscript is working correctly, click Activate Version on the Omniscript page.
   

The field inspectors are going to love trading in their paper checklists for dynamic assessments. Tishon can just feel it in her bones. In the next unit, follow along as she creates an action plan template for Amelia’s salon inspection using Omni Assessment Tasks.

Resources

• Salesforce Help: Configure a Compliance Status to Automatically Create a Violation
• Salesforce Help: Prepare the Omni Assessment Task