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            Create Assessment Indicators for Distributor Visit Tasks

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            Create Assessment Indicators for Distributor Visit Tasks

            Define assessment indicator definitions to specify the parameters to measure a distributor’s performance or compliance. These records are used to define metrics for specific task contexts.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create assessment indicator definitions:
            • Partner Visit Management permission set
            • Create access on Assessment Indicator Definition

            For example, a sales manager can create a numeric assessment indicator called Number of Sales Agreements to Renew, and instruct the field rep to confirm the number with the distributor during a visit. Or, the manager can create a date-time indicator called Warranty Expiration Date and use it for visits to distributors who have active warranties.

            1. From the App Launcher, find and select Assessment Indicator Definitions, and then click New.
            2. Enter the name and description for the indicator.
            3. Select an indicator field type.
              • Number
              • Boolean
              • Percentage
              • Date Time
              • Text
              • Decimal
            4. Click Save.
              An assessment indicator definition
             
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