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Applications Administration Guide > Activities, Activity Plans, and Assessments >
Creating an Assessment Template
You use the Sales Assessment Templates view of the Applications Administration screen to create assessment templates.
To create an assessment template
- From the application-level menu, choose View > Site Map > Application Administration > Sales Assessment Templates.
- In the Assessment Templates list, add a record, and complete the necessary fields.
Some fields are described in the following table.
Select the type that specifies where you would like the template to be available. For example, select Contact if you want to use this template to create an assessment plan for contacts.The choices in this drop-down list are configured by using the TEMPLATE_OBJECT_TYPE type in the List of Values. For more information, see Working with Lists of Values.- In the Assessment Attributes list, add a record for each attribute you want to assess.
- For each assessment attribute, create a record for each possible value of the attribute.
Some fields are described in the following table.
These values will appear in the Pick Attribute Value dialog box when the end user applies the template. For information about using an assessment template, see Siebel Sales User Guide or Siebel Call Center User Guide.
How Assessment Scores Are Calculated
The total score for the assessment is determined by summing weighted scores for each assessment attribute:
where n is the number of assessment attributes in the template.
The score is also calculated as a percentage of the maximum score possible:
where Max_Scorei is the largest score for any value in the Attribute Values list for the ith attribute. This is the Max Child value shown in the Assessment Attributes applet. (For example, in the assessment example in the Business Scenario for Sales, the largest score for Attribute 2 is 6 and the largest score for Attribute 3 is 10.)
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Applications Administration Guide Published: 09 September 2004 |