How do I add a line-item / question to a scorecard?

Getting started

You can add a line item at any time during the scorecard creation/editing process.

Once you have completed the first step in building your scorecard and you have added the scorecard details, you have the option to add the first section or a line item

If you don't want to add sections, and you just want to add line items (questions), then you have two options:

  1. To add a brand new line item, simply click line item
  2. To copy and insert line items from an existing scorecard, click select an existing section / line item

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Option 1: Add a brand line item

Clicking line item reveals the following pop-up window...

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Here, you can add the line item details:

Title

Add a Title for the line item. This is the line item description or question that will appear on the scorecard.

Allow line item feedback?

Decide whether the system will prompt an Evaluator to add feedback for this line item during evaluation. The words and language used to prompt feedback can be configured in Quality Settings. 

Categories

Assign any categories to the line item. Categories can be used to filter reports and identify the performance of line items that have been categorised under a specific heading. For example, you may wish to understand the performance of all line items categorised as Risk. Line item categories can be configured in Quality Settings

Allow N/A (not applicable)?

Decide whether or not the line item can be marked as not applicable.

If you're going to allow N/A as an option, you can also choose N/A to be the default score for this line item so that every time this line item loads on a scorecard, it's pre-scored as N/A.

Don't worry, if you assign a default score outcome to a line item using this feature, evaluators can still select any one of the line item's other score outcomes as part of the evaluation process. 

Set line item as an Auto-fail

Decide whether or not the line item is an auto-fail line item whereby the evaluation FAILS if this line item is marked as a "fail" during evaluation.

Scoring Template

Assign a scoring template to be used as the basis for marking this line item. 

EvaluAgent offers a number of default scoring templates

Alternatively, you can create your own fully customised scoring templates

All active scoring templates will be available in the drop-down box. Any templates you have made inactive will not appear.

Based on the example image above (where the user has selected the 2-point scoring template), you can now configure a number of scoring options

Use guidelines

You may choose to add guidelines to help evaluators choose the correct scoring option. If assigned, these guidelines will be available for evaluators to access on the scorecard during evaluation.

Root Cause

During the process of adding a step, you may choose to assign a list of possible root causes to each scoring outcome to prompt evaluators to select a root cause when a specific outcome is selected.

Default line item to this outcome

So long as you haven't selected N/A to be the default score, you have the option to choose one of the outcomes as the default score for this line item so that every time this line item loads on a scorecard, it's pre-scored as that outcome. Don't worry, if you assign a default score outcome to a line item using this feature, evaluators can still select any one of the line item's other score outcomes as part of the evaluation process. 

Obviously, you can only choose one score outcome (or N/A) to be the default score outcome, so only ONE of the default score tick-boxes can be selected on a line item. If you don't wish to use this optional feature, then simply don't tick any of the boxes.

Weighting

If this is a weighted scorecard, then you will need to add a weighting for the line item.

Don’t worry about making the weighting of all line items add up to 100% at this point. When you save the scorecard, the system will sum the weightings for all line items and then divide each individual line item weighting by this sum to derive a percentage weight for each line item.

In this way, the sum of the system-derived percentages will always add up to 100%.

Of course, if your scorecard has percentages already assigned and you’re comfortable that they all add up to 100%, just add each line-item percentage as an integer into the field.

Option 2: Copy and insert line items from an existing scorecard

In the pop-up window that appears after clicking select an existing section / line item, follow two simple steps: Firstly, select an existing scorecard and the line item(s) /you wish to copy and paste to this scorecard....

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Secondly, review your selections and then click 'Add to scorecard'

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Adding more line items

Once you've added your first line items, you can click Add line item or access the library again to repeat the process until you have added all of your line items to the scorecard.

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You can edit line items and sections and re-order them at any time during the process of drafting a scorecard.

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