Set up evaluation process

The evaluation functionality lets you configure custom evaluation processes and checks that can be launched manually or integrated with external systems.

Set up a new evaluation process

1. Create a new evaluation:
   1. Click to open the System Designer.
   2. Go to the System setup block → Lookups.
   3. Open the Evaluations lookup.
   4. Click New.
   5. Enter the name of the new evaluation process.
   6. Save changes.
2. Create a new check:
   1. Open the Evaluation checks lookup.
   2. Click New.
   3. Enter the name of the new check.
   4. Save the changes.
3. Assign properties to the evaluation:
   1. Open the Evaluation templates lookup.
   2. Click New.
   3. Select the checkbox in the Check column.
   4. Select the evaluation to which to assign the check in the Evaluation column.
   5. Save changes.

As a result, the new evaluation process will become available for use, including the selected checks.

Evaluation object model

In Creatio, evaluation records are distributed across multiple related objects: "Evaluation history," "Evaluation document history," and "Evaluation check history." Each object tracks a specific part of the evaluation. Together, these objects create a flexible evaluation framework that supports detailed analysis of both customer-related and document-specific risk factors.

Evaluation history

This is the main object that stores general information about the evaluation session. Records from this object are displayed on the contact page and represent the overall outcome of the evaluation process for a specific customer.

Evaluation document history

This object stores data related to individual documents evaluated within an evaluation session. It is connected to the main "Evaluation history" object via the Evaluation column. Each record has its own status and comment. Records from this object are available on the document page. This structure enables multiple documents to be evaluated within a single session, and any document to be reused in multiple evaluations.

Evaluation check history

This object tracks the list of predefined checks included in each evaluation session. It is also connected to the main "Evaluation history" object via the Evaluation column. Each check record includes its own status, risk score, and comment. This enables granular tracking of each individual step within the evaluation process.

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See also

Customer Management overview

Enhancements by other Creatio apps

Manage document properties

Set up document properties

Set up evaluation process