Siebel Pharma Handheld Guide > Using Siebel Pharma Handheld >
Viewing and Creating Assessments in Siebel Pharma Handheld
Assessments allow users to calculate a single numerical value that expresses the fitness of a contact or account, according to a set of attributes defined in the assessment template. For more information on assessments, see Applications Administration Guide. To view and create assessments
- Navigate to the Contacts screen and select Communications from the Views drop-down list.
- Tap on the Assessments tab in the toolbar.
The application displays a list of assessments. Some of the fields are described in the following table.
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Description |
Description of the assessment. |
Name |
Name for the assessment. |
Percentage |
Percentage as calculated by the Pharma Handheld application and shown in the Assessments list. |
Template Name |
Name of the template from a pre-existing list. |
- Tap File, then New Record to create a new record.
- Tap the Template Name field, and select a template from a list of templates displayed.
- Tap OK.
The Assessment List view is displayed.
- Enter a name for the assessment and drill down on the assessment.
You are prompted to answer some questions that are specific to the template.
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