Using Assessment Scripts
If your company administrator sets up assessment scripts, you can access the scripts to collect information about your customer or sales opportunity. The information can then be mapped to the parent record and used in reports and analyses later.
The application allows you to access scripts from these record types:
Your company administrator can set up filters to help you to identify the appropriate assessment for a task. For example, a lead qualification assessment script might be set up with the following filters:
Then, when you launch an assessment script from a lead record with the corresponding filter field values, the correct lead qualification script is listed. After an assessment is completed, data that the company administrator changes subsequently in the template script is not reflected in the completed assessment record. The answer section is the only exception to this rule. The company administrator can change data in the answer section at any time, and changes are reflected in the assessment detail page when you work through the template questions.
Before you begin. To use assessment scripts, your user role must be set up to allow access to the assessment records. For more information about the required settings, see About Assessment Scripts.
To use an assessment script
|Published 5/4/2012||Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.|