Get Your Org Ready to Use Assessments
To enable Assessments, you must install OmniStudio, enable Discovery Framework, and
update sharing settings.
|
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences |
| User Permissions Needed | |
|---|---|
| To use Assessments: | Assessment Envelope |
| To install the OmniStudio package: | Download AppExchange Packages |
| To enable OmniStudio: | Customize Application |
| To change Sharing Settings: | Manage Sharing |
OmniStudio and Discovery Framework are included with Health Cloud, but require some setup.
-
Install OmniStudio.
- Go to the OmniStudio release summary documentation for a link to the current managed package installer.
- Install the OmniStudio Package.
-
Enable Discovery Framework.
- From Setup, in the Quick Find box, enter Discovery Framework, and then select General Settings.
- Turn on Discovery Framework.
-
Update Sharing Settings.
- From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
- In the Organization-Wide Defaults section, click Edit.
-
Update the Default Internal Access for these objects:
Object Default Internal Access Setting Assessment Question
Public Read Only
Assessment Question Set
Public Read Only
Assessment Question Response
Controlled by Parent
Assessment Question Response Recommendation
(Used in Integrated Care Management)
Controlled by Parent
Omni Process
Public Read Only
- Save your work.