---
schema_version: "1"
id: 4525dbb64ef56ae757bed2efaf67349ea211a3dc7a0ff77cefdce41b217129c3
title: Set Up Prebuilt Inspection Questionnaire Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_dynamic_assessments_deploy_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_dynamic_assessments_deploy_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8d2934aa1c855b6257386c5328c9ad4bb29bf7aedc5d4ad8d2c2f17af7eff48e
description: Activate the prebuilt inspection templates for using dynamic assessment questionnaires for virtual or on-site inspections. Customize a record page, such as the Vehicle record page, to include Action Plans and the related Omni Assessment Tasks and Assessments. Service inspectors can fill the inspection questionnaires on the Omni Assessment Task pages that store their answers in Assessment records.
products:
  - Automotive
release: "264"
---
# Set Up Prebuilt Inspection Questionnaire Templates

Activate the prebuilt inspection templates for using dynamic assessment questionnaires for virtual or on-site inspections. Customize a record page, such as the Vehicle record page, to include Action Plans and the related Omni Assessment Tasks and Assessments. Service inspectors can fill the inspection questionnaires on the Omni Assessment Task pages that store their answers in Assessment records.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d99952e71">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d99952e71 ">To deploy and use prebuilt dynamic assessment templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d99952e71 ">Automotive Foundation User</td>

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Make sure that you have all [features enabled](https://help.salesforce.com/s/articleView?id=ind.auto_dynamic_assessments_perms_features.htm&release=264.0.0&type=5 "Enable certain features and assign the permissions required to use dynamic assessments.") for your org before you access the sample inspection questionnaire templates.

1. Deploy and activate the Omniscripts for the sample templates.
    1. In Setup, find and select **Discovery Framework Sample Templates**.
    2. Click **Deploy** for the Vehicle Appraisal Inspection, Vehicle Service Inspection, Asset Service Inspection, and Pre-Delivery Inspection templates.
        
        This creates an Omni Assessment Task, an Omni Process, and an Omniscript for each inspection with the same name. Each Omni Process is linked to the corresponding template's Omniscript that's created. The Omniscripts are present in the deactivated state.
    3. From the App Launcher, find and select **OmniStudio**.
    4. In the Omnistudio app, from the navigation bar, select **Omniscripts**.
    5. Click **Activate** for the Omniscripts of the four templates mentioned above.
2. Add the Inspection Questionnaire tab to the Omni Assessment Task page of each inspection template.
    1. From Setup on the Vehicle Appraisal Inspection Omni Assessment Task record, click **Edit Page**.
    2. Drag the **Tabs** component onto the page.
    3. In the Tabs component properties, click **Add Tab**.
    4. Select **Inspection Questionnaire** as the tab label.
    5. Drag the **Omni Process Assessment** component onto the Inspection Questionnaire tab.
        
        The Omniscript associated with the particular Omni Process appears on this tab.
    6. Save your changes.
    7. Click **Activation**.
    8. Similarly, add the Inspection Questionnaire tab to the Omni Assessment Task page for the Omni Assessment Tasks for the Vehicle Service Inspection, Asset Service Inspection, and Pre-Delivery Inspection templates.
3. Create an action plan template.
    1. From the App Launcher, find and select **Action Plan Templates**.
    2. Click **New**.
    3. Enter a name for the action plan template.
    4. Select **Assessment Execution** as the action plan type.
    5. In Target Object, select **Appraisal Item** for Vehicle Appraisal Inspection, **Visit** for Asset Service Inspection, and **Vehicle** for Vehicle Service and Pre-Delivery Inspections.
    6. Save your changes.
    7. On the Generic Assessment Tasks related tab, click **New Generic Assessment Task**.
    8. Select the corresponding Omni Assessment Task for an inspection.
    9. Click **Publish Template**.
4. Add the Action Plans tab to a record page and create action plans for an inspection.
    1. From Setup on a Vehicle record, click **Edit Page**.
    2. Drag the **Action Plan List** component onto the page.
    3. Save your changes.
    4. Click **Activation**.
    5. On the Vehicle record page, on the Action Plans tab, click **New Plan**.
    6. Enter a name for the action plan.
    7. In Action Plan Template, select the corresponding template that you created earlier.
    8. Save your changes.
    9. Similarly, create action plans on the Appraisal Item and Visit record pages as required.
5. Add the tabs for Omni Assessment Tasks and Assessments to a record page.
    1. From Setup on a Vehicle record, click **Edit Page**.
    2. Drag the **Omni Assessment Tasks** and **Assessments** components onto the related list tab on the page.
    3. Save your changes.
    4. Click **Activation**.