To watch the video, click here: https://loom.com/share/d6ffecf2f47f44379ff544b22b18a015
Step-by-Step Instructions
1. Understanding Dimensions 0:00
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Dimensions categorize questions and scoring areas in a scoring report.
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Access dimensions through the 'Admin" settings.
2. Default Dimensions Overview 0:11
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Out-of-the-box 'Scoring' dimensions include:
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Fee Structure
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Fiduciary Governance
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Investment Process
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Participant Support
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Plan Design
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Provider Management
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Additional 'Non-Scoring' categories:
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Other Company Benefits
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Payroll Process
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Service Provider Satisfaction
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3. Customizing Dimension Names 0:43
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Dimensions can be renamed to fit your organization’s terminology.
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Example: Change 'Fiduciary Governance' to 'Fiduciary Process'.
4. Adding Descriptions and Icons 1:14
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Each dimension can have a description explaining its importance.
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Icons for dimensions can be customized.
5. Scoring vs. Non-Scoring Dimensions 1:24
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Scoring dimensions are tied to best practices and scoring systems.
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Non-scoring dimensions are for discovery and do not have scores attached.
6. Changing Icons 1:57
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To change an icon:
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Click the icon button.
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Copy the desired icon code.
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Paste it in the appropriate field.
- Watch the video to see how this is done.
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7. Creating New Dimensions 2:45
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You can create custom dimensions:
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Assign a name.
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Add notes and information.
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Choose an icon.
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Decide if it will be scoring or non-scoring.
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8. Full Customization Flexibility 3:06
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Dimensions are fully customizable to align with your team’s philosophy.
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You can delete existing dimensions if needed.