Select the Screens That Will Create Checkpoints

To select the screens that will create checkpoints, in Policy Modeling:

1. Refresh the Data Model.
2. On the Interview tab, click the Checkpoints button.
   
   
   
   The Checkpoints drop-down window appears.
3. In the drop-down window, there are four options available:
   • Disabled - select this option to have no checkpoints saved in the interview
     
     
   • After submit - select this option to only have checkpoints saved after the interview is submitted
     
     
   • Every screen - select this option to have checkpoints saved after every screen
     
     
   • Chosen screens - select this option to have checkpoints saved after selected screens. Use the check boxes to select which screens.
     
     

Note: It is recommended that agents should not be permitted to save and resume contact checkpoints where the interview contains content that is only intended for one type of user (for example, screens that should only be visible to agents).

Being able to select the screens that create checkpoints is dependent on the policy model using a connection that supports checkpoints. If the connection does not support checkpoints, the Checkpoints drop-down window will advise this.

To use checkpoints, you will either need to change the connection that the policy model is using, or have the connection modified to support checkpoints.

Tip: The connection details page in Intelligent Advisor Hub shows whether checkpoints are supported for B2C Service, Oracle Fusion and connector framework web service connections.