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AssessmentTask

Perform activities such as patient registration or order authorization to capture information.

Special Access Rules

In Life Sciences Cloud, standard and custom fields extend the standard AssessmentTask object to represent tasks to complete a provider engagement compliance cycle.

The AssessmentTask object and its fields are used by the Key Account Management and the Provider Engagement Compliance feature areas. This topic lists the fields used in both of these features.

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

AssessmentTaskDefinitionId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The assessment task definition that is referenced for the task. This field is a relationship field.
  • Relationship Name: AssessmentTaskDefinition
  • Refers To: AssessmentTaskDefinition

AssignedToId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Represents the user that's assigned the task. This field is a polymorphic relationship field.
  • Relationship Name: AssignedTo
  • Relationship Type: Lookup
  • Refers To: User

Description

  • Type: textarea
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Description of task that has to be performed at the store.

EndTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: The date and time when the assessment task is completed.

IsRequired

  • Type: boolean
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: Indicate whether a task must be completed to complete a visit.
  • Default value: False

LastReferencedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user referenced this record.

LastViewedDate

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The most recent date on which a user viewed this record. If this value is null, it’s possible that this record was referenced (LastReferencedDate) and not viewed.

Name

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: Unique identification of the task.

OwnerId

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the user who owns this assessment template. This field is a polymorphic relationship field.
  • Relationship Name: Owner
  • Refers To: Group, User

ParentId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The visit associated with an assessment task. This field is a relationship field.
  • Relationship Name: Parent
  • Refers To: Visit

ReferenceRecordId

  • Type: reference
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: Represents the record with which the associated task is related. This field is a polymorphic relationship field.
  • Relationship Name: ReferenceRecord
  • Relationship Type: Lookup
  • Refers To: CarePgmEnrolleeWkOrdStep, ActionPlan, PrvdEngmtComplianceCycle

    Based on the availability of objects in your org.

SequenceNumber

  • Type: int
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The sequence in which the tasks must be performed.

SourceSystemIdentifier

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Nillable, Sort, Update
  • Description: The identifier of the record in the source system.

    This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later.

SourceSystemName

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The name of the system from which data is loaded into this object. This field is available with the Life Sciences Cloud for Customer Engagement Add-on license in API version 65.0 and later.

StartTime

  • Type: dateTime
  • Properties: Create, Filter, Nillable, Sort, Update
  • Description: Time when the task was started by a field rep.

Status

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: View the status of a task.
  • Default value: Not Started
  • Possible values:
    • Completed
    • InProgress—In Progress
    • NotStarted—Not Started
    • Skipped

TaskType

  • Type: picklist
  • Properties: Create, Filter, Group, Restricted picklist, Sort
  • Description: Type of a task that the sales rep can perform during the visit.

    In Life Sciences Cloud, the task type must match the task type of the assessment task definition.

  • Possible values:
    • ComponentTask—Component Task
    • DeliveryTask—Delivery Task
    • Other
    • RecordAction—Record Action
    • SignatureTask—Signature Task

Associated Objects

This object has the following associated objects. If the API version isn’t specified, they’re available in the same API versions as this object. Otherwise, they’re available in the specified API version and later.