Bookshelf v7.5: Creating Certification Templates

Siebel Partner Relationship Management Administration Guide > Managing Your Partners > Certifying Your Partners >

Creating Certification Templates

A certification template includes general information about a certification program, such as its name and description, and a list of the criteria required for that certification.

For example, you could create a template for companies that want to become gold partners with two criteria: that a partner company's employees must take ten training courses and answer twenty customer service requests.

There are three fields that define criteria for certification:

Target #. Enter the target number here when you create the certification template, and enter the actual number in the Actual # field as the certification program is being completed. For example, if you require a partner to resell one hundred of your computers to become a gold partner, the measurement is the number of computers that a partner sells, so you would enter 100 in the Target # field.

Target Amount. Enter the target amount here when you create the certification template and enter the actual amount in the Actual Amount field as the certification program is being completed. For example, if you require a partner to resell $100,000 of your computers to become a gold partner, the measurement is the amount of revenue for a partner's sales, so you would enter 100,000 in the Target Amount field.

Condition Clause. If the criterion has a condition, enter a brief description of the condition that the partner company must satisfy when you create the certification template and select True or False in the Condition Met field as the certification program is being completed. For example, if the condition is to have the partner go to a trade show to display your computers, you would select True when the partner goes to the show.

In addition, if you are using the Target # or Target Amount field, you can optionally specify what the target refers to in the Training Course or Product field.

For example, in one certification definition, you might enter 100 as the target number and select Laptop computers as the product, showing that 100 refers to this product. In a second definition, you might enter 100 as the target number and select Printers as the product, showing that 100 refers to this product. Then the partner would have to resell one hundred laptop computers and one hundred printers to receive this level of certification.

To create a certification template

Navigate to the Partner Certifications screen.

From the Show drop-down list, choose Certification Templates.

In the All Certification Templates list, click the menu button, then click New Record to add a new record to this list.

Enter information about the certification template in the new record.


Field	Comment
Template Name	Enter the name of the certification template.
Validity (months)	Enter the number of months that a certification, once gained, is valid.
Created	The system enters the date when this certification record was created.
Created By	The system enters the employee who created this template record.
Updated	The system enters the date when this certification record was last updated.
Updated By	The system enters the employee who last updated the certification template.
Active	Leave this field unchecked while you are working on the template. When the template is done, check the field to make the template active, so your partners can view it.
Description	A description of this certification for your own use.

Click the Certification Criteria view tab.

In the Certification Criteria list, click the menu button, then click New Record to add a new record to this list.

Enter the criteria in the new record's fields.


Field	Comment
Condition Clause	If you are using a condition as the target, enter it here.
Metric	Select a metric, which you use to categorize and define your certification criteria.
Target #	If you are using a quantity as the target, enter the target number here.
Target Amount	If you are using an amount as the target, enter the target amount here.
Training Course	Optionally, choose the training course that must be completed as part of the criteria.
Product	Optionally, choose the product that the partner must have sold or been trained on, as a part of the criteria.