Siebel Applications Administration Guide > Assessments >

Performing an Assessment (End User)

You can perform assessments of accounts, contacts, and opportunities.

You can use account assessments to compare accounts, to compare accounts with a model, or to determine the information that is present or not present for an account. You complete the assessment by selecting the appropriate values for the different accounts.

The following procedure shows how to assess an opportunity, but the procedure is essentially the same for any screen where assessments can be performed.

An opportunity assessment helps you qualify opportunities and verify resource allocation. Using an assessment template, you can select values and attributes to assign a composite value to the opportunity.

NOTE:  In some companies, your Siebel application automatically generates assessments, but if this process has not been automated, then you can manually create assessments.

This task is a step in Process of Administering and Using Assessments.

To perform an assessment

1. Navigate to the appropriate Assessments view.

   For example, to assess an opportunity, navigate to the Opportunities screen, then the Opportunities List. Drill down on the Opportunity Name field for the opportunity that you want to assess, and navigate to the Assessments view.

2. In the Assessments list, create a new record, and complete the necessary fields.

   Alternatively, select a record from the list of assessments.

3. For each attribute in the Assessment Attributes list, select the appropriate value for the attribute from the drop-down list in the Value field.

   A composite assessment value for the item appears as a percentage value in the Percent field in the Assessments view. This percentage compares the value you entered with the maximum possible value for the item.