Applying a Scoring Scheme

Once you have created a scoring scheme, you need to apply it to the template. You can do this in three ways : Template Default, Per Section or Per Requirement.

Template Default can be set when you are creating the Template or in the Template Builder.

During creation

1. Navigate to Templates
2. Click “New Template“
3. Fill out the form entering in a Name and reference if desired.
4. Select the scoring scheme you want for the Default.(This will be the default for the whole Template)
5. Click “Create Template“.

When you create a new requirement, it will have the default scoring scheme.

In Template Builder

1. Navigate to Templates.
2. Click a existing template.
3. Click Create/Edit Draft if isn’t currently in draft mode.
4. Click the “Set Scoring” Tab.
5. Click “Change” on the Default Scheme option.
6. Select the relevant scoring scheme from the dropdown..
7. Click “Set As Default Scoring Scheme“.
8. Click “Publish” if you are finished editing the Template.

PLEASE NOTE: This will only change the sections which have “Default Scoring scheme” selected. This is selected by Default.

Per Section/Requirement

1. Navigate to Templates.
2. Click an existing template.
3. Click Create/Edit Draft (if not currently in draft mode).
4. Click the “Set Scoring” Tab.
5. Click “Continue” on the “Set custom scores for sections and requirements“.
6. Select the Dropdown for either the “Set a custom score for this section” or the “Set a custom score for this requirement” and select the scoring scheme you want to apply to that section.
7. Click “Apply“.
8. Click “Publish” if you are finished editing the Template.