Use Pulse Checks in Education Cloud to get learner feedback and assess their engagement, satisfaction, and overall wellbeing.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
Advisors can create recurring or one-time pulse checks from templates and assign them to learners. Learners are notified when pulse checks are assigned to them, and can respond on the learner portal.
On the Pulse Checks tab of a learner’s case record page, you can:
- View the status of the assigned pulse checks.
- View the instances of an assigned pulse check and the submitted responses.
- View the pulse check score graphs to track and understand the learner’s sentiment over time.
A pulse check record is related to a learner’s case record type or support program. These objects represent the pulse checks data:
- Assessment Envelope
- Assessment Envelope Item
- Pulse Check
- Pulse Check Template
- Set Up Pulse Checks
Configure your org preferences and object sharing settings to enable pulse checks. - Create Assessment Questions for Pulse Checks
Create an Omniscript form with questions and configure its sharing settings for your pulse check. Create a decision matrix to map the response values, and configure the flow to calculate the response scores. - Create a Pulse Check Template
Create a pulse check template to conveniently create and assign pulse checks to learners. - Create and Assign a Pulse Check
Create pulse checks with a template and assign them to learners to get their feedback.