Assigning Dynamic Assessments to a Visit
Modified on: Thu, 24 Nov, 2022 at 5:45 PM
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 and Action Plan 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 will provide more instructions:
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