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Assessing Investigators and Hospitals or Other Contacts and Accounts (End User)

Assessments allow end 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 example, an investigator may be assessed to determine competence to carry out a large scale phase III clinical trial or a hospital may be assessed to determine suitability to carry out a similar trial. The results of this assessment help CRAs find suitable investigators and hospitals 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 a contact or account

1. Do one of the following, depending on whether you want to assess a contact or account:
   • Navigate to the Contacts screen > Contacts List view. In the Contacts list, drill down on the contact whom you want to assess.
   • Navigate to the Accounts screen > Accounts List view. In the Accounts list, drill down on the account that you want to assess.
2. Click the Assessments view tab.
3. In the Assessments list, create a new record.
4. In the Template Name field, select the assessment template that has been prepared for you. (For more information, see Creating Contact and Account Assessment Templates.)

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

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