Siebel CRM Siebel Clinical Trial Management System Guide Siebel Innovation Pack 2016 E52416-01 |
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The purpose of the assessment is to determine a single total score or a percentage that you can use 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".