How To: Create and Renew/Extend Assessments
Assessments can be assigned to both new and existing users. These assessments will typically run for 7 to 30 days depending on the desired assessment output requirements. At the end of an assessment, a customer will revert back to a free account with limited access to the CloudPhysics platform.
There are many situations where you may want to invite new or existing customers to an assessment or extend the access to an existing assessments. Follow these steps to start or renew/extend an assessment.
- Inviting new customers to an HPE CloudPhysics assessment
- Adding or Renewing/Extending an assessment to an existing HPE CloudPhysics customer
Inviting new customers to an HPE CloudPhysics assessment
For new customers, the first step is to invite a customer and assign them to a new HPE CloudPhysics Assessment.
On the Customer Tab, select Add Customer.
Provide a customer contact email address. This is the primary person within the organization who will receive the assessment invite and manage the users within their organization.
Select an internal contact. This contact typically will be the account manager or inside sales representative within your organization who will be granted access to view this customer and manage assessments.
Select one or more assessments to assign to the customer. The available assessments are managed by HPE on a per partner basis and may change from quarter to quarter.
Provide an assessment objective or notes to assist with tracking your assessment. These objectives will be stored with each new assessment invite. For HPE Employees, please provide the Sales Force Opportunity ID you generate for each customer.
Customize your invitation message and send the invite.
This will complete the new customer invitation process. Your customer will receive an invitation from the HPE CloudPhysics platform shortly and will be required to activate their account before they appear in your Customer table as an active customer. You can change your Customer Data Table filters at the top to see outstanding invitations.
Adding or renewing an assessment for an existing HPE CloudPhysics customer
For Existing Customers, you can invite the customer to a new assessment. This may be to start a new assessment or simply to extend an existing assessment to allow for further data collection and reporting.
Select the data row expander next to your customer account name to expose the rich data table assocaited with your customer account.
Click on the Add Assessment button to renew an expired assessment or to add a new assessment to a customer.
Choose the desired assessment. Multiple assessments can be selected to expose additional card decks.
Provide assessment objectives such as a Sales Force Opportunity ID, Employee ID, Email address, or description of the assessment objective.
Press the Add Assessment button to add the customer to the assessment.
Customers will have access to the assessment the next time they log into the platform. To ensure they can see the assessment, have the customer log out and log back in to ensure the browser data refreshes.