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Create a Career and Interest Assessment Library

Advisors can create a library in Education Cloud to explore career and interest assessments. These assessments help students discover themselves, explore goals, and get personalized recommendations.

Required Editions

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To create assessments:

Education Cloud Full Access permission set

AND

OmniStudio Admin permission set

AND

OmniStudio Designer

AND

OmniStudio Runtime

Before you begin:

  1. Create assessment questions to understand the learner's requirements and determine how best to support them. See Create an Intake Assessment Question.
  2. Create an Omniscript assessment form for career and interest assessments.
    1. From the App Launcher, find and select Assessment Questions.
    2. Click Select Questions.
    3. Select Career And Life Goals as the Discovery Framework usage type.
    4. On the Create Form page, under OmniScript Details, enter a name.
    5. Select the language.
    6. Enter a type and subtype. The type and subtype are used to specify the criteria when you create sharing rules for Omniprocess.
    7. Under New Omniscript, click the Edit step icon and enter a name for the step. Add more steps if necessary.
    8. To find questions, use the search field and filters, and then drag selected questions to the appropriate step.
  3. Build the Omniscript:
    1. Click Build OmniScript.
    2. On the Build tab, drag Navigate Action to the list of Omniscript elements.
    3. Configure the navigate action for the Assessment object. See Open Other Pages from Omniscripts with the Navigate Action.
    4. Click Activate Version and then click Done.
  4. Create a sharing rule to enable access to the Omni Process:
    1. From Setup, in the Quick Find box, find and select Sharing Settings under Security.
    2. In the Sharing Rules related list for Omni Process, click New.
    3. Enter a label and name for the rule.
    4. Under Select your rule type, select Based on criteria.
    5. Under Select which records to be shared, add the criteria as shown:
      Field Operator Value
      Designer Customization Type equals Discovery Framework
      Type equals YourOmniscriptType
      Sub Type equals YourOmniscriptSubTypeUnder
    6. Select the users to share with, select Public Groups of All Customer Portal Users.
    7. Under Select the level of access for the users, select Read Only.
    8. Save your changes.
  5. Provide access to the required apex class to run Omniscripts:
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles under Users.
    2. From the list of profiles, click Customer Community Plus User.
    3. Under Enabled Apex Class Access, click Edit.
    4. Under Available Apex Class, select BusinessProcessDisplayController and click Add.
    5. Save your changes.