Get Your Org Ready to Use Assessments

To enable Assessments, you must enable Discovery Framework and update sharing settings.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud

User Permissions Needed
To use Assessments: Assessment Envelope
To change Sharing Settings: Manage Sharing

Omnistudio and Discovery Framework are included with Health Cloud.

  1. Enable Discovery Framework.
    1. From Setup, in the Quick Find box, enter Discovery Framework, and then select General Settings.
    2. Turn on Discovery Framework.
  2. If you want to enable saving progress on current assessment sessions, turn on Save Actions for Internal Assessments.
  3. Update Sharing Settings.
    1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
    2. In the Organization-Wide Defaults section, click Edit.
    3. 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

      Omni Process

      Public Read Only

      Omni Process Question Version Public Read Only
    4. Save your work.