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Creating Assessment Scripts

To customize assessment script filters and create an assessment script, follow the steps in this topic.

Before you begin:

  • To perform this procedure, your user role must include the Administer Assessments privilege.
  • If necessary, customize the picklist values and fields you want to use as part of the assessment criteria. For example, you can add custom fields to display information collected during the customer interview. When you set up the script, you can map the answers to those custom fields.

    Be sure to add any new fields to the page layout for that record. For instructions, see Customizing Static Page Layouts.

NOTE: You cannot translate the components of assessment scripts directly in Oracle CRM On Demand. If you want to use an assessment script in more than one language, you must create a version of the script in each language.

You can use assessment script filters to identify which script is the appropriate one to present to a user for a task, based on specified record criteria. The following procedure describes how to customize assessment script filters.

To customize assessment script filters (optional)

  1. In the upper right corner of any page, click the Admin global link.
  2. Click the Application Customization link.
  3. Under Record Type Setup, click Assessment.
  4. Click Assessment Field Setup.
  5. Click Edit and edit the Display Name column for each of Filter 1, 2, 3, and 4.
  6. For each field, click Edit Picklist and set up the values for the picklist.

    TIP: Keep the default <No Values> value at the top of the picklist options, unless you want to force your employees to select something from the picklist.

  7. Save the record.
  8. To relabel these fields in the record pages that your employees use, go to the Field Setup section for each of the record types you are running assessment scripts with.

    NOTE: The same picklist values you set up for Assessment Fields are displayed in these other records. However, you can customize the display name for these fields for each record type.

To create an assessment script

  1. In the upper right corner of any page, click the Admin global link.
  2. Click the Content Management link.
  3. Click the Assessment Scripts link.
  4. On the Assessment List page, click New Assessment.
  5. On the Assessment Edit page, complete the information.

    The following table describes field information for assessments. An administrator can add, relabel, or delete fields, so the fields you see might differ from those in this table.

    Field

    Description

    Name

    Limit of 50 characters.

    Use a descriptive name that includes the purpose of the script. If your company employees use various languages, include the language in the script name.

    Type

    Determines the record type the script is linked to. The available options are: Account Survey, Activity Assessment, Business Plan Assessment, Contact Script, Lead Qualification, Objective Assessment, Opportunity Assessment, Service Request - Script, and Service Request - Survey.

    Active

    Only scripts that are active are available to users.

    Filter 1, 2, 3, 4

    Displays the label that you set up for the assessment category.

    Threshold Score (1-100)

    Used to calculate the outcome of the scripts. If the score of the script is equal to or higher than the threshold, the outcome is met.

    Field to Map Score To

    Determines the field to display the score in the parent record.

    Outcome Value If Threshold Met

    (Optional) Determines the value to display if the outcome is met. For example, if the lead meets the criteria for qualification, this field can display Qualified.

    Outcome Value If Threshold Not Met

    (Optional) Determines the value to display if the threshold is not met. For example, if the lead does not meet the criteria for qualification, this field can display Rejected.

    Field to Map Outcome Value To

    (Optional) Determines the field to display the outcome in the parent record when the script is completed.

    Remove Comment Box

    Select this check box to remove the ability to add comments when completing an assessment. If this check box is deselected, then a comment box is visible, and you will be able to enter a comment when completing an assessment.

    Response Control

    Determines the control that will be used for adding responses to assessment criteria. The options are: Drop Down or Radio Button.

    NOTE: An assessment script must be active and have at least one criterion defined before it is displayed on the Record Detail page.

  6. Click Save.
  7. On the Assessment Detail Page, in the Criteria section, click New or Edit.
  8. On the Criteria page, complete the information.

    The following table describes the fields you complete for the criteria.

    Field

    Description

    Order

    Determines the sequence of the questions presented to the user when the user is completing the assessment.

    Criteria Name

    A short, descriptive name that summarizes the question. The field has a limit is 20 characters.

    Question

    A question that the user answers. The field has a limit of 50 characters.

    Weight

    A percentage between 0 and 100 to indicate the importance of the question.

    The sum of the weights for all questions must equal 100.

    Answer Map to Field

    Specify a field on the parent record for mapping the answer to the question in the Question field. Mapping answers to the parent record makes the values available in integration, reporting, and lists.

  9. On the Assessment Detail Page, click each criterion name and then click the New or Edit button in the Answers section.
  10. On each Answers page, complete the information:

    Field

    Description

    Order

    Determines the sequence of the answers presented to the user when the user is completing the assessment.

    Answer

    Enter a valid answer for the user to select for the question. Limit is 30 characters.

    Score

    The number of points associated with the answer.

    The score for the selected answer is multiplied by the weight of the associated question to determine the total question/answer score.

  11. Save your changes.

NOTE: For each user role that must use assessment scripts, you must configure the user role to provide access to assessment scripts. For information on the settings that are required for the user role, see About Assessment Scripts.

TIP: Be sure each role has a page layout that includes the new fields you added for assessment.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.