Define the specific criteria that will be used to score reps.
Required Editions
| Supported Editions for Workforce Engagement Management |
| User Permissions Needed | |
|---|---|
| To build assessment questions and forms: | Quality Manager |
Before you begin creating assessment questions and assessment forms, ensure that you have the Quality Manager permission set group assigned. These steps don't require an admin permission.
- Go to the OmniScripts tab and click the Discovery Framework Assessment.
- Select Usage Type as Quality Management and Save.
- Or go to the Assessment Questions tab, click New.
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Click New Assessment Questions, and provide these details:
- Name: A unique name.
- Data Type: Format of the answer input (for example, Picklist, True/False).
- Category: Functional grouping (for example, Compliance, Professionalism).
- Question Text: The evaluation question.
- Active: Checkbox to make the form/question available for use.
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Enter Score Options:
- Option: The text label for an answer choice (for example, "Yes", "No").
- Score: A numeric value.
- Description: A brief explanation of the score.
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Save the changes.
Note Evaluation forms support only assessment questions that are Active and have the Score data type.
- Generate Evaluation Form
Use OmniStudio to package your active questions into a functional evaluation script.