Overview

The Scoring module allows you to generate assessment reports based on participant responses and selected raters. This article explains:

• How scoring works
• Scoring eligibility requirements
• How to request scoring
• Important rules and system behaviors

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Key Scoring Rules & Requirements

Before requesting scoring, check the status report and ensure the following conditions are met:

✅ Minimum Requirements

• A self-assessment form must be submitted
• At least four rater responses must be completed

⚠️ Important Rules

• Scoring can only be requested once
  • This protects the anonymity of raters
• Re-scores require a support ticket and may include a fee
• Adequate rater participation is critical
  • More responses = more meaningful and accurate reports

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Understanding Scoring Readiness

The system provides indicators to help determine if a participant is ready to be scored:

✅ Ready to Score

• Self-form is submitted
• Minimum rater requirements are met
• Status indicators appear as green or blue

⚠️ Use Caution

• Warning or caution icons indicate incomplete data
• Missing rater groups (e.g., direct reports) may affect report detail
• Example: Even with enough raters submitted, some breakdowns (like direct reports) may not appear if responses are missing

💡 Best Practice

• Send reminder notifications to raters before requesting scoring if responses are incomplete

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How to Request Scoring

Follow these steps to submit a scoring request:

1. Select the Participant
   • Locate the individual and check the box next to their name
   • The Request Scoring button will activate
2. Open the Scoring Form
   • Click Request Scoring
3. Review Scoring Rules
   • Confirm eligibility details shown at the top of the form
4. Configure Scoring Options
   • Select applicable benchmarks (e.g., Manager benchmarks)
   • Optionally include regional norms (e.g., country-specific comparisons, if relevant)
5. Provide Certification Details
   • Required to generate feedback reports
   • If you are certified:
     • Select yourself
   • If not:
     • Enter the facilitator’s email address
6. Validate Certification
   • Click Validate
   • Correct any errors (e.g., invalid or misspelled email)
7. Language Option
   • If the self-form was completed in another language:
     • The report will default to that language
   • Select the option to also receive an English version, if needed
8. Submit the Request
   • Click Submit
   • The system will process the request

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After Submission

• The participant status will update to Scored
• A notification email is sent to the facilitator
• The facilitator is responsible for releasing the report to the participant

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Best Practices for Successful Scoring

• Ensure all required forms are completed before submitting
• Monitor caution indicators and incomplete rater groups
• Encourage timely rater responses with reminders
• Double-check certification details before submission