To watch the video, click here: https://loom.com/share/687e488ce9ff41eda70d8eaa0b46b308
Step-by-Step Instructions
1. Introduction to Scoring Reports 0:00
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Scoring reports allow for customized questions tied to various dimensions.
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Over 65 pre-built questions available on the fiduciary side and more than 80 on the wealth side.
- Unlimited ability to customize and create your own questions.
2. Accessing the Question Library 0:12
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Navigate to the 'Admin' section.
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Click on 'Questions' to view existing questions categorized by dimensions.
3. Understanding Question Structure 0:48
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Each question has:
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A dimension it is tied to.
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A short internal description.
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A long question visible to users.
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Positive and negative evaluation statements.
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4. Creating Scoring Questions 2:40
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Recommended to use radio buttons for scoring questions.
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Options typically include 'Yes', 'No', and 'Unsure'.
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'Unsure' is valuable for identifying areas of confusion.
5. Evaluation Statements and Recommendations 3:40
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Positive evaluation statements are shown if the answer is 'Yes'.
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Negative evaluation statements provide recommendations if the answer is 'No'.
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Include a plan of action based on observations.
6. Adding Non-Scoring Questions 4:55
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Non-scoring questions do not have evaluation statements or recommendations.
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Examples include questions about benefits offered or payroll providers.
7. Creating Custom Questions 6:14
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To add a new question:
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Select the dimension.
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If the dimension is 'Non-Scoring', the system will automatically recognize this.
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Provide a short internal descriptor.
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Choose the question type (e.g., input box, multi-select).
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Review the question bank for existing questions.