Siebel Clinical Trial Management System Guide > Managing Sites and Contacts for Clinical Trials >

Creating Contact and Account Assessment Templates

The purpose of the assessment is to determine a single total score or a percentage that can be used to rank a contact or account. For information about creating an assessment template, see Siebel Applications Administration Guide

For contact assessment templates, set the template type to Contact. For account assessment templates, set the template type to Account.

This task is a step in Process of Managing Sites and Contacts for Clinical Trials.