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Set Up Custom Workflow Scoring (Workflow Manager – Advanced)

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

Lauren Baird avatar
Written by Lauren Baird
Updated this week

Primary Role: Workflow Manager (Advanced – Editor Admin)
​Secondary Role: Business Administrator
​Learning Focus: Apply
​Where: Workflow Editor & Reporting (Admin access required)

🧭 Before You Start

This article applies only to Workflow Managers with Editor Admin permission.

Custom workflow scoring:

  • Always starts at a minimum score of 0 (no configuration needed)

  • Uses a configurable maximum score

  • Relies on question-level tags

→ See Managing Question-Level Tags (Workflow Manager – Advanced)

🎯 Why This Matters

Custom scoring turns responses into clear, comparable signals that help prioritize review and follow-up. Poor setup leads to misleading or unusable scores.

📝 What Custom Workflow Scoring Does
Custom scoring:

  • Assigns numeric point values to selected responses

  • Calculates a total score from scored questions only

  • Displays:

    • Points earned out of the maximum possible points

    • A percentage score

Unscored questions do not affect the result.

🛠️ Requirements for Custom Scoring (Non-Negotiable)

For scoring to work:

  • ✅ Checklist Radio question type is used

  • ✅ Response options are numeric values only

  • ✅ A maximum score (maxScore) is defined

If any requirement is missing, scoring will not calculate correctly.

🛠️ How to Configure Custom Scoring

  1. Open ANVL Insights

  2. Navigate to Mobilize → Editor

  3. Open the workflow template

  4. Select the question to score

  5. Confirm the question type is Checklist Radio

  6. Define numeric response options (e.g., 0, 5, 10)

  7. In the Tags field, apply:

    • reportName

    • maxScore
      ​

  8. Save the workflow template

⚠️ Watch Out For…

  • Using non-numeric labels (e.g., “Good”, “Poor”)

  • Scoring questions that don’t drive decisions

  • Changing scoring on active templates without testing

Most issues come from question design, not math.

Testing & Validation (Required)

Custom scoring can be tested immediately using workflow submissions.

Test and validate scoring:

Always test:

  • A low-score scenario

  • An expected “good” scenario

  • A high-score / best-practice scenario

📝 Design Tips

  • Keep scoring scales simple

  • Use consistent ranges across similar workflows

  • Only score what you intend to act on

If a score isn’t used in decisions, it doesn’t belong.

🔑 Key Takeaways

  • Custom scoring always starts at 0

  • Only Checklist Radio questions can be scored

  • maxScore defines the scoring range

  • Always test with multiple scenarios before release

Related Articles
Set Up Strength Score in a Workflow Template (Workflow Manager – Advanced)
Validate & Troubleshoot Custom Workflow Scoring (Workflow Manager – Advanced)
Question-Level Tags Reference (Workflow Manager – Advanced)
Testing Workflow Scores (Workflow Manager – Advanced)
Workflow Scoring Test Template
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