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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

Step 1: Understanding and Customizing Scoring Dimensions for Your Organization Step 2: Creating and Configuring Custom Dimension Profiles for Scoring Assessments Step 3: Using Question Library and...
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 Dimensions 0:00 Dimensions categorize questions and scoring a...
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 Dimension Profiles 0:00 Dimensions are the individual components ...
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 Scoring Reports 0:00 Scoring reports allow for customized qu...
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 Question Profiles 0:16 Navigate to the admin settings. Select...
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 Question Profile 0:00 Ensure you have created a question profi...
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 Questionnaire 0:00 Begin by clicking the link provided. Ent...