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How do I set up custom workflow scoring?

Apply point-based scoring to workflow questions so results can be compared, prioritized, and acted on.

Written by Lauren Baird
Updated this week

Answer

Use custom workflow scoring when you want a workflow to produce a clear numeric result that can be compared, prioritized, and acted on. Custom scoring works by assigning point values to selected responses and calculating a score based only on the questions you choose to score.

A few important rules:

  • scoring always starts at 0

  • only scored questions affect the result

  • scoring works only when the question is set up correctly

  • the score shows both points earned out of the maximum possible points and a percentage

For custom scoring to work correctly, all of the following must be true:

  • the question type is Checklist Radio

  • the response options are numeric values only

  • the question includes a maxScore tag

If any of these are missing, scoring will not calculate correctly.


Steps

Choose the question to score

  1. Open ANVL Insights.

  2. Go to MobilizeEditor.

  3. Open the workflow template.

  4. Select the question you want to score.

Set up the question correctly

  1. Confirm the question type is Checklist Radio.

  2. Define the response options using numeric values only.

Example:

  • 0

  • 5

  • 10

Do not use labels like:

  • Good

  • Poor

  • Acceptable

  • Unacceptable

If needed, you can explain the scale in the question text, but the actual scored response values must be numeric.

Add the required tags

  1. In the question Tags field, apply:

    1. reportName

    2. maxScore

  2. Example:

    [{"reportName":"Housekeeping"},{"maxScore":"10"}]

  3. Save the question.

  4. Save the workflow template.

  5. Publish to the Demonstration / UAT site.

  6. Refresh the screen.

  7. Open Published.

  8. Select the workflow and verify the configuration is applied.

Test the scoring

  1. Open ANVL Workflows.

  2. If you were already signed in before publishing, sign out and sign back in to see the latest changes.

  3. Complete the workflow and answer all scored questions.

  4. Run at least these test scenarios:

    • a low-score scenario

    • an expected / good scenario

    • a high-score / best-practice scenario

Validate the scoring in ANVL Insights

  1. Open ANVL Insights.

  2. Select the Demonstration Group.

  3. Locate the completed test workflows.

  4. Open each completed workflow.

  5. Review the percentage score and the points earned / possible points at the top of each workflow.

  6. Confirm the results match your expectations for each scenario.

Update and test again if needed

  1. If the scores do not match expectations, update the scored questions or scoring setup.

  2. Republish to Demonstration / UAT.

  3. Test again until the results are correct.

Move to live use

Once testing passes, publish the workflow to the live Group(s) for usage.

Helpful notes

  • Only Checklist Radio questions can be scored.

  • Custom scoring always starts at 0.

  • maxScore defines the maximum possible score for that question.

  • Unscored questions do not affect the result.

  • Most scoring issues come from question design, response values, or tags rather than the math itself.

  • If the score will not be used in a real decision, it probably does not belong in the workflow.


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