Match Mentees and Mentors Using Assessments

Create assessments to help facilitators match mentees with mentors.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To create assessment questions:	Education Cloud Full Access

Add an assessment with predefined questions that appear in the portal when a mentor or mentee enrolls in the mentoring program. Automation saves submitted responses as records related to the program enrollment. Mentoring facilitators review the responses to understand the mentee's needs and what mentors can provide, and then make a mutually beneficial match. Create separate assessments for mentors and mentees.

Create an Assessment

From the App Launcher, find and select Assessment Questions.
Click Select Questions.
On the Create Form page, under Omni Script Details, enter a name.
Select the language.
Enter a type and subtype.

The type and subtype are used to specify the criteria when creating sharing rules for Omni Process.
Under New Omniscript, click the Edit step icon, and enter a name for the step. Add more steps, if necessary.
To find questions, use the search field and filters, and then drag the selected questions to the appropriate step.
Click Build Omniscript.
On the new Omniscript page, in the Build panel, drag Integration Procedure Action to the list of Omniscript elements.
Under Integration Procedure Action Properties, enter a name.
Enter the Integration Procedure for your assessment.
1. For a mentee assessment, enter EDUProgramMgmt_EnrollInProgram.
2. For a mentor assessment, enter Mentoring/EnrollInPgm.
Activate the integration procedure.
1. From the App Launcher, find and select Omnistudio Integration Procedures.
2. Expand your integration procedure, and select the version that you want to activate.
3. To add or change the checks, customize the integration procedure.
4. In the Structure panel, click Procedure Configuration.
5. Click Activate Version.
On the Build tab, drag Navigate Action to the list of Omniscript elements.
Under Navigate Action Properties, enter a name.
Enter an Object API name.
1. For a mentee assessment, enter ProgramEnrollment.
2. For a mentor assessment, enter ProviderOffering.
Enter a Record ID.
1. For a mentee assessment, enter %programEnrollmentId%.
2. For a mentor assessment, enter %providerOfferingId%.
Click Activate Version and then click Done.