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Step-by-Step Instructions
1. Understand Dimension Profiles 0:00
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Dimensions are the individual components (like Lego blocks).
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Dimension Profiles are collections of these dimensions used in scoring assessments and questionnaires.
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They will appear in the scoring report.
2. Access Dimension Profiles 0:32
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Navigate to Admin.
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Go to Report Config.
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Select Dimension Profiles.
3. Create a New Dimension Profile 0:44
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Click on 'Add Dimension Profile'.
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Give your profile a name (e.g., 'Streamline Dimension Profile').
4. Configure Dimensions 1:06
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View all available dimensions.
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Turn dimensions on or off as needed.
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Rearrange dimensions in the desired order.
5. Set the Order of Dimensions 1:29
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Ensure scoring categories are listed first.
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Example order:
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Non-scoring category: Service Provider Satisfaction
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Other company benefits
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Scoring categories:
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Fiduciary Process
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Fee Structure
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Participant Support
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Plan Design
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Provider Management
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Turn off any dimensions you do not want to include (e.g., Payroll Process).
6. Submit the Dimension Profile 2:00
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After configuring, hit 'Submit' to save your Dimension Profile.
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You can create multiple profiles for different purposes (e.g., streamlined for prospecting).