Assessing Contacts and Accounts

Assessments allow end users to calculate a single numerical value that expresses the fitness of a contact or account, according to a set of attributes in the assessment template. For example, you can assess an investigator to determine competence to carry out a large scale clinical trial in phase III, or you can assess a hospital to determine suitability to carry out a similar trial. The results of this assessment help CRAs (clinical research associates) find suitable investigators and hospitals for subsequent trials. For more information, see "Creating Contact and Account Assessment Templates".

Note: The score values in the Assessment Attributes list and the (total) score value in the Assessments list are automatically updated.

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

To assess a contact or account 

1. Complete one of the following steps, depending on whether you want to assess a contact or account:

   • Navigate to the Contacts screen, then the Contacts List view, and in the Contacts list, drill down on the Last Name field of the contact that you want to assess.

   • Navigate to the Accounts screen, then the Accounts List view, and in the Accounts list, drill down on the Name field of the account that you want to assess.

2. Navigate to the Assessments view.

3. In the Assessments list, create a new record.

4. In the Template Name field, select the assessment template.

   For more information, see "Creating Contact and Account Assessment Templates".

   The other fields in the record are populated when the record is saved.

5. In the Assessment Attributes list, for each attribute:

   1. Select a value in the Value field of the attribute.

   2. Add or edit comments in the Comment field of the attribute.