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

Creating Certification Metrics


This task is a step in Process of Certifying Your Partners.

Before you can create any certification templates, you must create certification metrics.

A certification metric lets you find partners who are taking similar certification programs. For example, if you plan to develop a series of certification programs that require partners to take training courses, you could create a metric named # of courses taken. Then, when you evaluate partner performance, you can search on the metric field to list the certification programs that require training courses, and compare the performance of partners working on these programs.

A certification metric also lets you define the criteria for a particular certification. For example, you could define multiple criteria for a partner company to become a Certified Reseller. One of those criteria could be to generate $20 million in revenue. You would define this criterion by choosing a predefined metric named Sales Revenue and assigning a target amount value of $20 million.

A certification metric is not a mathematical formula that measures performance. Performance is measured using the Target and Actual fields of each certification definition. A metric lets you categorize criteria, so you can compare the performance of different partner companies measured using similar criteria.

To add a new certification metric

  1. Navigate to the Administration - Application screen, then the List of Values view.
  2. In the List of Values, add a new record.
  3. A new record is added to the list.
  4. Click the Single Select button.
  5. The Pick Value Type dialog box appears.
  6. Choose CHAMP_METRIC_CD, and click OK.
  7. In the Order field, enter the order in which this metric appears on the list of values in the list for the Metric field of Certification Criteria records.
  8. In the Display Value field, enter the name for the metric to appear in the list for the Metric field of Certification Criteria records.
  9. Click Language Name, and select the language for this record.
  10. Other fields are optional and are not generally used in certification criteria. Fill them out only if you have a special reason to do so.

    This metric is added to the Metrics picklist in Certification Criteria records.

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