Assess a Partner

Channel managers can use these steps to assess a partner.

1. Sign in with your channel manager credentials.

2. Click the Partner Management work area, and click Partners.

3. From your list of partners, select the partner you want to assess.

4. On the Edit Partner page, click the Assessments subtab.

5. Click Add Assessment.

6. On the Add Assessment dialog box, select the template you want to use for your assessment.

7. In the Response column on the Assessments page, select the appropriate choice for each question.

8. Optionally, you can click the Comments icon and provide comments about each question.

9. The assessment score changes based on the response you select for each question. After you select a response for all of the questions, you see the final assessment score.

10. Click Save or Save and Close to save the assessment.

    If your administrator has enabled the Submit button, you can click Submit to send the completed assessment. Once you have submitted an assessment, the assessment status changes to Submitted and you can no longer edit the assessment.

    If your administrator has enabled the Delete action, you can select Delete from the Actions menu to delete the assessment.