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Fiduciary Scoring

How-to guides to learn to create your own fiduciary scoring system, generate scoring reports, and create prospect assessments and questionnaire links.

Start Here: Fiduciary Scoring Comprehensive Step-by-Step Setup Workflow
1. Step 1: Understanding and Customizing Scoring Dimensions for Your Organization
2. Step 2: Creating and Configuring Custom Dimension Profiles for…
Step 1: Understanding and Customizing Scoring Dimensions for Your Organization

To watch the video, click here: https://loom.com/share/d6ffecf2f47f44379ff544b22b18a015

Step-by-Step Instructions

1. Understanding…
Step 2: Creating and Configuring Custom Dimension Profiles for Scoring Assessments

To watch the video, click here: https://loom.com/share/8469afd0669f425fa915ee91f0a9127e

Step-by-Step Instructions

1. Understand…
Step 3: Using Question Library and Creating Custom Questions for Assessments & Scoring Reports

To watch the video, click here: https://loom.com/share/687e488ce9ff41eda70d8eaa0b46b308

Step-by-Step Instructions

1. Introduction to…
Step 4: Creating Custom Question Profiles and Scoring Systems

To watch the video, click here: https://loom.com/share/b755aa23940f477fb9e266911b00589d

Step-by-Step Instructions

Step 1: Access…
Step 5: Creating and Managing Questionnaire/Assessment Links

To watch the video, click here: https://loom.com/share/d99bb0ec0b374fc48921b49e4525e54c

Step-by-Step Instructions

Step 1: Create a…
Step 6: Understanding the Assessment Questionnaire Process from a User Perspective

To watch the video, click here: https://loom.com/share/c0df8de248dc40dd994f810b81757dac

Step-by-Step Instructions

1. Accessing the…