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Configuring Score Cards

Score cards are used by Reviewers to evaluate and score the applications they are reviewing. Select a review group (via the Review tab) and click the Score Cards tab to get started with creating scoring criteria.

You'll notice that you can set up score cards for manual review and/or auto-scoring. Let's learn how to set up each!

Score Cards for Manual Review

To create a score card, click Manual Review under the Create New Card section.

The Score Cards tab of a review group with the Manual Review option highlighted under the Create New Card section.

Enter your Score Card Name (e.g. Financial Need) and a Total Possible Score (e.g. 5). Click the Save button to save your new score card in the review group.

The manual review score card form, with the Score Card Name and Total Possible Score fields filled in and the Save button highlighted.

You can add as few or as many score cards as you'd like, which will all populate under the Score Cards section on the page.

Note: In order for applications to be visible to a Reviewer, you will need to create at least one score card in the review group.

The Score Cards section of a review group listing several saved score cards, at least one of which is required before Reviewers can see any applications.

To remove a score card from a review group, expand it and click the Delete button.

An expanded score card on the Score Cards tab with its Delete button highlighted.

Score Cards for Auto-Scoring

If you'd like to have scoring completed automatically, you can choose to create a new score card for auto-scoring.

The Create New Card section with the Auto-scoring option highlighted, used when scoring should be calculated automatically instead of by a Reviewer.

Sticking with the previous example, we'll go ahead and delete the Financial Need and GPA score cards we created for manual review, and re-create them for auto-scoring.

Important: Auto-scoring can only be set up for numeric data (aka questions that accept numeric values/responses only).

Start with giving your score card a name and total possible score. We'll create a GPA score card first.

A new auto-scoring score card named GPA with its points set, showing the Auto-scoring Rules section where a numeric-answer question will be selected, before any scoring rules are added.

Under the Auto-scoring Rules section, pick the question from your application that the rules will apply to. In this case that is the GPA question.

Once you've done so, click Add Condition to start setting up the rules for auto-scoring.

The Auto-scoring Rules section with the GPA application question selected and the Add Condition button used to start building scoring rules.


In the select answer menu, you'll need to specify which range should be targeted based on the value that you add, and the score an applicant in that range should receive—for this first category, we'll set up a rule requiring the student to be scored with the maximum score of 5 if their GPA is higher than or equal to 3.5.

A scoring condition being configured, choosing the answer range the rule targets and the score an applicant in that range receives.


The rest of the rules were set up below, but let's take a closer look at them.

The complete set of auto-scoring rules for the College GPA question, five conditions in descending order (5 points if >= 3.5, 4 if between 3.0-3.5, 3 if between 2.5-3.0, 2 if between 2.0-2.5, 1 if less than 2.0), so every possible answer earns a score.


You'll notice that there are no 'gaps' between the values that were added between the categories/rules themselves. In case a gap is present then the student will receive 0 points.


To help you better understand how a student will be scored and if the rules you've set up are correct (or fit your needs) you can use the Test Rules feature (located under the rules you've set up).

Simply type in a value to check how many points the student will receive.

The Test Rules panel below the scoring rules, where typing a sample answer shows how many points an applicant with that answer would receive.


Another important factor to keep in mind is that the values you add for rules cannot overlap (see the example below).

An example of scoring rules whose value ranges overlap, which is not allowed—the ranges must not share any values.


Lastly, the most important factor when building rules is the order you create them in. It is best to create rules with values descending (highest to lowest). As the first rule you set is thought of as a priority rule, then the order follows.

To save your auto-score card, simply click the Save & Apply button.

Important: Once you click this button auto-scoring will be applied based on the rules you've set up, meaning that scores will populate for applicants in the review group where you've created them.

The Save & Apply button on an auto-scoring score card, which applies the rules and immediately populates scores for every applicant in the review group.

We went ahead and created a Financial Need score card for auto-scoring too, and now the scoring board is finalized. You'll notice that score cards for auto-scoring have the circling arrows icon. This leaves the Essay score card for our Reviewers to complete via manual review.

The finished score card board for a review group, with the two auto-scored cards marked by a circling arrows icon and one essay card left for Reviewers to score manually.

How does auto-scoring impact your Reviewers?

Great question! They will see the score on their end but won't be able to edit it. Following the example in this article - once they've scored an applicant on their essay, the scoring will be completed/finalized.

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