Create and Assign a Pulse Check

Create pulse checks with a template and assign them to learners to get their feedback.

1. From the App Launcher, find and select Academic Term Enrollments.
   You can also assign pulse checks for learners from the list and related list view pages for Program Enrollment and Academic Term Enrollment.
2. Select the records as necessary, and then click Assign Pulse Check.
3. Enter a name for the pulse check.
4. Select a pulse check template.
   The category, type, and frequency field values are populated from the template and you can change them if necessary.
5. Select a case record type or support program to relate to the pulse check record.
6. Under Frequency and Schedule Settings, select the type, start date, and expiry in days.
7. If the type is recurring, select the schedule frequency, repeats on, and end date or end after number of recurrences.
8. Click Next, and then click Assign.

Note

• Select a start date for a recurring pulse check that's at least three days after the current date.
• You can assign pulse checks only to the learners with active cases or program enrollments of the selected record type.
• You can select up to 200 records at a time.
• Only a support program can be related to pulse checks created from the program enrollment records.
• You can’t modify the Omniprocess related to a pulse check template after pulse checks are created from the template.
• To avoid issues with the score graphs, select a unique Omniprocess for each pulse check template.