Configure Assessments for Partners

An assessments is set of weighted questions and possible responses that get scored. Channel managers use assessments to evaluate the health of their partners at different stages, including recruitment, engagement, and delivery.

The Assessments subtab appears on the Partner pages by default for new customers; however, the Assessments subtab must be exposed on the Partner pages for existing customers by their application implementation consultants or sales administrators. In addition to exposing the Assessments subtab, there are several other options to consider when you configure assessments for partners. These options include the following:

• Using Page Composer to enable the Submit and Delete buttons so users with Edit or Full access to Assessments can submit and delete assessments.

• Using the Manage Partner Center Assessment Template task to create additional assessment templates, and add questions and responses to them. The only template available by default is Partner: Customer Inquiries.

• Enabling multiple assessments per template by setting the profile MOW_MULTIPLE_ASSESSMENTS_ENABLED to Yes. The default setting is No, but if channel managers want to perform periodic re-assessment of partners, then set this value to Yes.

• Enabling or disabling the Assessment subtab on Partner details page for Partner Administrators. By default, partner administrators can access the Assessments subtab; however, if you do not want partner administrators to view the channel organization's assessments, you can disable the Assessments subtab for partner administrators.

For more information and detailed steps to perform the previous tasks, see the Assessments topics in the Implementing Sales guide.