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Goal: This guide will help change the status of a submission to "Preliminary Assessment" and conduct a preliminary assessment Prerequisites: Salesforce user Audience: Salesforce users |
- Click on the Submissions tab
- Navigate to a test record and change the Internal Status from Submitted to Preliminary Assessment and click Save
- Hover over the Notes related list link in the related list quick link section, and click New. You may create note records for each of the following: Producer, Idea, Talent, and/or Script
