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Siebel Life Sciences Guide > Managing Sites and Clinical Contacts > Administrator Procedures >

Creating an Assessment Template

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The purpose of the assessment is to determine a single total score or a percentage that can be used to rank a contact.

The total score for the assessment is determined by summing weighted scores for each assessment attribute:

where n is the number of assessment attributes in the template.

The score is also calculated as a percentage of the maximum score possible:

where Max_Scorei is the largest score for any value in the Attribute Values list for the ith attribute. For example, in Step 4, the largest score in the Attributes Values list is 10.

To create an assessment template

From the application-level menu, choose View > Site Map > Application Administration > Sales Assessment Templates.
In the Assessment Templates list, add a record, and complete the necessary fields.

Some of the fields in an Assessment Templates record are described in the following table.

:

Field	Comments
Assessment	The name of the template.
Sales Method, Sales Stages	Typically, these fields are not used in an assessment template.
Type	Must be Contact for Contact Assessments.

In the Assessment Attributes list, add a record for each attribute you want to assess.

Some of the fields in an Assessment Attribute record are described in the following table.

:

Field	Comments
Name	Name of the attribute.
Order	Indicates the attribute's position in the Assessment Attributes list.
Weight	Relative importance of the attribute.

For each assessment attribute, create a record for each possible value of the attribute. These values will appear in the Pick Attribute Value dialog box when the end user applies the template. See To assess an investigator or other contact.

Some fields in the Attribute Value record are described in the following table.

Field	Comments
Description	Additional information about the value to help the assessor.
Order	Indicates the value's position in the Attribute Values list.
Score	The number of points that the value represents.
Value	The name of the value, for example Excellent, Good, or Average.

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