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FocalCXM Remarkable Experiences Transfer of Information: Form Assessment - Admin & Rep UI Survey. Educate. Engage.
19

StoryPulse TOI Form Assessments

Jan 18, 2017

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FOCALCXM
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Page 1: StoryPulse TOI Form Assessments

FocalCXMRemarkable Experiences

Transfer of Information: Form Assessment - Admin & Rep UI

Survey. Educate. Engage.

Page 2: StoryPulse TOI Form Assessments

Form Assessment - Admin UI

Page 3: StoryPulse TOI Form Assessments

StoryPulse Agenda

CREATE Form Assessments

PUBLISH Form Assessments

Page 4: StoryPulse TOI Form Assessments

Enter Admin Console User ID and Password

Page 5: StoryPulse TOI Form Assessments

StoryPulse Agenda

CREATE Form Assessments

Page 6: StoryPulse TOI Form Assessments

Click on the Assessments tab to Create a new ASSESSMENT

Page 7: StoryPulse TOI Form Assessments

Click Create New Assessment

Page 8: StoryPulse TOI Form Assessments

No. of days the assessment

should showSelect Assessment

Type as Form

Page 9: StoryPulse TOI Form Assessments

Specify the merge fields that show up in

the form

Upload HTML version of Forms /Games with

merge fields

Select Next to move to next screen & Add Question

Page 10: StoryPulse TOI Form Assessments

StoryPulse Agenda

PUBLISH Form Assessments

Page 11: StoryPulse TOI Form Assessments

ROLES: Assign by roles Ex. Admin, AGM etc.SPECIALITY: to add Medical Specialization of Doctors

Select PUBLISH to see the entered assessment in the iPad .

Page 12: StoryPulse TOI Form Assessments

Form Assessment - Rep UI

Page 13: StoryPulse TOI Form Assessments

Select the form and navigate to the next screen

HTML Document

Page 14: StoryPulse TOI Form Assessments

iPad will display display-fieldsPhysician can enter fields,

Sign by clicking on the “Pen” icon below

Name Specialty

Page 15: StoryPulse TOI Form Assessments

Signature is capturedSignature is captured

Page 16: StoryPulse TOI Form Assessments

Double tap on the header and submit

the form

Activity gets created in CRMOD

Page 17: StoryPulse TOI Form Assessments

HTML GameSelect the game and navigate

to the next screen

Page 18: StoryPulse TOI Form Assessments

HTML Game

Page 19: StoryPulse TOI Form Assessments