Generating Training Assessments using AI

Purpose

As a Document Owner, you can generate a training assessment from a Controlled Document.

Prerequisites

Installed Package(s): CQ Core, CQ.AI Extension

Product: QualityQuest, Platform & Technology

Function: CQ.AI Agent

User Profile: Standard User

Permissions: CQSS Training Assessment Agent PS, CQ Base User PSG, CQ Document Owner PSG, and CQ Training Admin PSG

Note:

• Use Secondary Content when available.
  Use Primary Content only if Secondary Content is not available.

• Confirm the Assessment Type when not specified:

  • Initial

  • Revision

  • Refresher

• Supported file formats:

  • PDF

  • TXT

• Assessment creation is blocked when:

  • An assessment already exists

  • The document is Approved and Locked

• A message appears when creation is blocked.

• If you start the assessment from Agentforce without opening the document record, enter the Controlled Document ID manually.

Steps

1. Open Controlled Documents from the App Launcher.
   If not visible, select More, then Controlled Documents.

2. Open the Controlled Document record.

3. Select the Agentforce icon to open the CQ Training Assessment Agent panel.

4. Enter Generate CQ Assessment.

5. Select or enter the Assessment Type.

6. Enter the number of questions or select a recommended option.

7. Enter Save these assessment questions.

8. (Optional) Select a Recommendations link.

Expected Outcome

• You receive multiple‑choice questions with answer options and correct answers based on the document’s content.

• All questions are relevant, unique, and aligned with the source document.

• The assessment saves using the format “Document Number [Rev] Assessment Type.”

• The assessment appears in the Review and Training Policy section.

• All updates remain saved and visible after you refresh the page.