Primary Role: Workflow Manager - Admin
Learning Focus: Apply
Where: Workflow Editor & Mobilize AI
🎯 Why This Matters
Scoring is powerful when it drives decisions. When it doesn’t, it adds friction and confusion. The goal is clarity, not complexity.
📝 What Custom Workflow Scoring Is
Scoring helps you:
Compare results across workflows, sites, or time
Prioritize follow-up or corrective action
Quickly interpret outcomes at scale
Scoring should support decisions, not replace judgment or capture every nuance.
Example of Custom Scoring of a Layered Process Audit.
🛠️ Use Scoring When…
Scoring makes sense when a workflow:
Evaluates conditions or performance (inspections, assessments)
Needs a clear signal (acceptable vs. unacceptable)
Drives prioritization of review or action
If you plan to compare results or track improvement, scoring may be appropriate.
⚠️ Avoid Scoring When…
Scoring adds little value when a workflow:
Is primarily observational or narrative
Is used for awareness or early reporting
Captures one-off or highly variable situations
In these cases, scoring can distract from the real purpose of the workflow.
✅ What Good Looks Like
Effective scoring:
Aligns clearly to a program goal
Is easy to explain to users
Produces results that are actually reviewed and acted on
If no one uses the score, it doesn’t belong.
👉 Quick Decision Check
Ask: “What will I do differently based on this score?”
If there’s no clear answer, don’t add scoring.
Ready to Set up Custom Scoring?