Available in: Axsy Public Sector

To access Dynamic Assessments in the Axsy Public Sector Mobile App, Visits must be assigned a corresponding Action Plan Template that includes a Dynamic Assessment.

Creating an Action Plan Template for a Dynamic Assessment

Action Plan Templates for Dynamic Assessments enable admins to deploy repeatable Assessment Tasks in an Action Plan Template that can easily be reused with standard types of inspections, investigations, and evaluations.

The following Salesforce Help Articles provide more instructions:

• Create an Action Plan Template for a Dynamic Assessment in Public Sector Solutions 
• Create an Action Plan for a Dynamic Assessment in Public Sector Solutions 

Figure 1 - Example Action Plan Template which includes an Omni Assessment Task linked to a Dynamic Assessment