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Siebel Life Sciences Guide > Managing Sites and Clinical Contacts > End-User Procedures >

Assessing an Investigator or Other Contact

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Assessments allow end users to calculate a single numerical value that expresses the fitness of a contact, according to a set of attributes defined in the assessment template. For example, an investigator may be assessed to determine fitness to carry out a large scale phase III clinical trial. The results of this assessment help CRAs find suitable investigators for subsequent trials.

NOTE:  The application automatically updates the score values in the Assessment Attributes list and the (total) score value in the Assessments list.

For information on creating templates, see To create an assessment template.

To assess an investigator or other contact

Navigate to the Contacts screen.
In the Contacts list, select the contact whom you want to assess.
Click the Assessments view tab.
In the Assessments list, add a record.
In the Template Name field, select the assessment template that has been prepared for you. (For more information, see Creating an Assessment Template.)

The application fills in other fields in the record when the record is saved.

In the Assessment Attributes list, for each attribute:
Enter a Value by selecting from the Pick Attribute Value dialog box.
Add or edit comments in the Comment field of the attribute.

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