Creating an Assessment Template

You use the Sales Assessment Templates view of the Administration - Data screen to create assessment templates.

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

To create an assessment template

1. Navigate to the Administration - Data screen, then the Sales Assessment Templates view.

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

   Some fields are described in the following table.

   Field	Comments
   Assessment	Type the name of the template.
   Type	Select a value that specifies where you want the template to be available. For example, select Contact if you want to use this template to create an assessment plan for contacts. The choices in this drop-down list are configured by using the TEMPLATE_OBJECT_TYPE type in the List of Values. For more information, see Working with Lists of Values.
   Sales Stages	If you are creating a template of type Opportunity, then select sales stages with which you want to associate the assessment template. When one of these sales stages (and matching sales method) is specified for an opportunity, the assessment template is used to automatically populate the Assessments view for that opportunity.
   Sales Method	Displays a value when a sales stage is selected.
   Active	Select the check box to display the template name in the list of values for the Template Name field of the template type. For example, if the Type field is Contact, then select this check box to display the template name in the list of values for the Template Name field in the Assessments view of the Contacts screen.

3. In the Assessment Attributes list, create a new record for each attribute you want to assess.

   Some fields are described in the following table.

   Field	Comments
   Order	Type a number for the attribute’s position in the Assessment Attributes list.
   Name	Type the name of the attribute.
   Weight	Type a number for the relative importance of the attribute.
   Max Child	Displays the maximum score from the Attribute Values list.
   Weight Times Score	Displays the product of the Weight and the Max Child values.

4. For each assessment attribute, create a record for each possible value of the attribute in the Attribute Values list.

   Some fields are described in the following table.

   Field	Comments
   Order	Type a number for the value’s position in the Attribute Values list.
   Value	Type the name of the value, for example, Excellent, Good, or Average.
   Score	Type the number of points that the value represents.
   Description	Type additional information about the value to help the assessor.

   These values appear in the Pick Attribute Value dialog box when the user applies the template. For information about using an assessment template, see Assessing an Opportunity.