You can create Scores in your Form, Outcomes Assessment, or Survey Documents to measure progress and track outcomes for your clients. Scores can be classified, weighted, and assigned custom data thresholds. Further, you can monitor changes in scores from one completed document to another by classifying significance to change in scores.
Note
Scores are unique to the Document that you create them in; you cannot use the same score across multiple Documents. If you copy a Document that includes a score, you must create a new score and associate the score with the required questions.
Warning
Once you finalize your Document, you cannot modify its Scores. Ensure your Scores are accurate prior to finalizing.
Types of Scores
There are two types of Scores available in Documents: Question Scores and Summary Scores.
Question Scores
Question Scores calculate the sum or average score values of specific Questions. Question Scores include a Question List which includes all questions assigned to that specific Question Score.
For example, you might ask several questions about a client’s mental health and assign these questions to a Score called Personal Health. Each of the questions include four possible responses which are weighted with Score Values of 1 through 4. You can then sum or average the responses to these questions to calculate your client’s Personal Health Total Score.
Question Scores are calculated from a special type of question called a Scored Question. By creating Scored Questions and assigning scored questions to a Question Score, you can calculate the sum or the average of your client’s response to specified questions in the Document.
You can score the following types of questions:
Numbers
Dates
Lists
If you have already created Questions in your Document prior to creating your Scores, you can convert Number, Date, or List questions to Scored Questions after the fact.
Summary Scores
Summary Scores calculate overall scores from multiple Question Scores.
Summary Scores include a Sub-score List which includes all Question Scores assigned to that specific Summary Score.
For example, to calculate a client’s overall wellbeing, you might ask questions across several indexes (Question Scores) like Personal Relationships, Future Security, Personal Health, etc. You can then sum or average the Total Scores for each of the Question Scores to calculate your client’s Overall Summary Score.
Score Classifications
You can create Classifications for both Question Scores and Summary Scores.
Total Score
Total Score classifications enable you to attach a rating or significance to a range of results.
For example, you could say that a total score in the range of 10-20 is “moderate”. You can assign a name to your Total Score range (for example, Mild, Moderate, and Severe), an “Up To” limit (for example, 10, 20, 0, -10), and text that will accompany that result).
If you create a classification value of 10, the limit will initially show as “0 to 10.00” in the Total Score box. If you then create another classification value of 20, the limit will show as “Greater than 10.00 to 20.00”. If you then create a classification value of 0, the limit will show as “Equals to 0,” and your original “0 to 10.00” range will now show as “Greater than 0 to 10.00”.
Change in Score
The Change in Scores classification allows you to attach a rating to a range of score changes.
For example, if a Document is filled out for a client multiple times, the client’s score will change over that time. Change in Score classifications allow you to attach significance to those changes; for example, a change of 0 to 5 might be moderate, a change of -10 to -5 might be severe, etc.
You can include a Change in Score classification for Outcomes Assessments and Surveys.
Score Properties Reference
There are several properties available for you to customize when you create a new Scores, and it’s worth spending some time reviewing them. The options you select affect the way the Score is calculated.
Section | Setting | Description |
Calculation | Class | Question Scores are scores associated with specific questions and are used to calculate responses to those questions. |
| Calculation | Average totals all of the scored question response values and divides that total by the number of scores included. |
| No Response Limit | You can specify the number of questions associated with the score that can be left unanswered by the responder while still allowing a score to be calculated. |
| Threshold | You can specify a numerical value to indicate a standard or normal score. The threshold acts as an indicator if the responder is above or below the standard value. |
Statistics | Mean | You can specify a numerical value to indicate the expected or anticipated average score. |
| Standard Deviation | The amount of variation from the average (mean) score. |
| Show ZScore | The raw score to be standardized minus the mean of the population over the standard deviation of the population. The ZScore indicates how many standardized deviations above or below the mean the score is (i.e. a way of standardizing or normalizing the data). |
Comment |
| A rich text field where you can include comments about the score to staff members. Any text included in the comments will only be accessible by editing the Document and not when a staff member fills out the Document. |
Creating Scores
Tip
If you are including scoring in your Document, we recommend creating the Score(s) first to avoid having to convert standard questions to scored questions later.
Add a Score
These steps are applicable to adding both Question Scores and Summary Scores. For more information about any of the fields included in the Add Score screen, please review the Score properties reference table.
In your Document, expand the Scores sidebar and click Add.
Type a Score Name for the score.
Choose the appropriate score Class (Question Score or Summary Score).
Select how the score should be Calculated.
Depending on the requirements of your Score, configure any of the following settings:
In the No Response Limit field, type the number of questions that can be left unanswered.
Type the Threshold value.
Type the Mean value.
Type the Standard Deviation value.
Select Show ZScore.
If desired, in the Comment field, type a description for the score.
Click Save.
Add a Total Score Classification
On the Score page, navigate to Component > Classification.
In the Total Score section, click Add.
In the Name field, type a name for the classification.
In the Up To field, type the numerical value of the classification limit.
In the Comment field, type any text that will accompany the result.
Click Save.
Repeat Step 2 for any additional classifications you want to create.
Add a Change in Score Classification
On the Score page, navigate to Component > Classification.
In the Change In Scores section, click Add.
In the Name field, type a name for the classification.
In the Up To field, type the numerical value of the classification limit.
In the Comment field, type any text that will accompany the result.
Click Save.
Repeat Step 2 for any additional classifications you want to create.
Assigning Questions to a Question Score
To assign questions to a Question Score, you can:
Create a new Scored Question
When you create a new Scored Question, you can assign the question directly to a score. You can also customize the weight of the question by adjusting the operator (i.e. add, divide, exponent, multiply, or divide) and the weight value.
Note
Scored questions require responses, but the questions automatically include a “required with n/a” option allowing responders to select “n/a” if the question does not apply to them. By choosing “n/a,” the score of the question acts as a “0” value and therefore does not count towards the overall score.
For more information about creating Scored Questions, see the Creating new Questions topic.
Convert a Question to a Scored Question
You can convert standard questions to scored questions after they have been created. The following types of questions can be converted to scored questions: Numbers, Dates, and Lists. If you are converting a question to a scored question, the question can no longer include the “Use Other” option and the question will now be “Required with n/a” by default. Converting a question to a scored question is an irreversible action.
Step 1: Convert a List to a Scored List
If you are converting a List-based question to a scored question, the List-based question must employ a scored list. You can convert lists to scored lists after they have been created. Converting a list to a scored list is an irreversible action.
Locate the List that you want to convert and click Edit.
Click the Score List
Click Save.
Step 2: Convert a Question to a Scored Question
Locate the question that you want to convert to a Scored Question. To the right of the question, expand the Show Detail and click Add Score.
Click Convert Question.
From the Score drop-down list, select which score the question should be added to.
If applicable, click the Reverse Scale
From the Weight Operator drop-down list, select which operator you’d like to use.
In the Weight Value field, type the weight value for the question.
Click Save.
Add an existing Scored Question in your Document to a Question Score
You can add existing scored questions to the Score’s question list through one of two ways: from Question List within the score (best for adding multiple questions to list successively) or from the “Show Detail” option for the question.
Prerequisite: To add a question to the Question List of a score, the question must be a scored question type. You can convert existing standard questions to scored questions if needed.
Option 1: From the Question List
On the Score page, navigate to Component > Questions.
In the Questions List section, click Add.
From the Question drop-down, select which question you want to add.
From the Weight Operator drop-down list, select which operator you’d like to use.
In the Weight Value field, type the weight value for the question.
Click Save.
Repeat Steps 2-6 for additional Questions.
Option 2: From the Question
Locate the question that you want add to a score.
To the right of the question, expand the Show Detail and click Add Score.
From the Score drop-down list, select which Score the question should be added to.
If applicable, click the Reverse Scale
From the Weight Operator drop-down list, select which operator you’d like to use.
In the Weight Value field, type the weight value for the question.
Click Save.
Assigning Question Scores to a Summary Score
Add a Question Score to the Sub-score List
On the Summary Score page, navigate to Component > Sub-scores.
In the Sub-score List, click Add.
Complete one of the following options:
To add all scores to the Sub-Score list, click Select All.
To add individual scores to the Sub-Score list, in the Score Name list, select the scores.
Click Save.
Repeat Steps 2-3 for remaining Question Scores.
Modifying Scores
Caution
You can only modify a score if your Document has not been finalized. For information about when you may consider creating a new Document to modify Scoring, see the Create a new Document based on an existing Document topic.
Modify a Score’s General Settings
In the Document, expand the Scores sidebar and click the name of the Score you want to modify.
Click Edit.
Make changes to the score as required.
Click Save.
Delete a Question Score
Prerequisite: You cannot delete a Question Score that is associated with a Question; you must remove all Questions from the Question List before deleting the Score. You also cannot delete a Question Score that has been used in a finalized Document.
In the Document, expand the Scores
Complete one of the following options:
If there are no Questions associated with the Score, in the Score Name list, next to the score that you want to remove, click the minus icon.
If there are Questions associated with the Score, proceed to Step 3.
In the Score Name list, click the name of the Score you want to delete.
In the Component section, click the Questions
In the Questions List, next to the name of the Question, click the click the Repeat for each remaining Question.
Click Delete.
Click Okay.
Delete a Summary Score
Prerequisite: You cannot delete a Summary Score that is associated with a Question Score; you must remove all Question Scores from the Sub-Scores List before deleting the Summary Score. You also cannot delete a Summary Score that has been used in a finalized Document.
In the Document, expand the Scores
Complete one of the following options:
If there are no sub-scores associated with the score, in the Score Name list, next to the summary score that you want to remove, click the
If there are questions associated with the score, proceed to Step 3.
In the Score Name list, click the name of the score you want to delete.
In the Component section, click the Sub-Scores
In the Sub-Scores List, next to the name of the score, click the click the Repeat for each remaining score.
Click Delete.
Click Okay.
Remove a Question from a Question Score
You can remove scored questions from the Score’s Question List through one of two ways: from Question List within the score (best for removing questions from the list successively) or from the “Show Detail” option for the question.
Option 1: From the Question List
On the Question Score page, navigate to Component > Questions.
In the Questions List, next to the name of the question you want to remove, click the minus icon.
Click Okay.
Repeat steps 4-5 for each remaining question you want to delete.
Option 2: From the Question
Locate the Question you want to remove a Score from and click the adjacent Show Detail option.
Click the minus icon next to the Score name.
Click Okay to confirm your action.
Remove a Question Score from the Sub-score List
On the Summary Score page, navigate to Component > Sub-scores.
In the Sub-score List, click the minus icon next to the Question Score you want to remove.
Click okay to confirm.
Add a new Score or additional Score to a Question
Locate the Question you want to add another Score to and click the adjacent Show Detail option.
Click Add Score.
Select the Score you want to add to the Question.
Select a Weight Operator to determine how the Score value is calculated.
Type a Weight Value.
Click Save.
Change the Score assigned to a Question
To change the Score assigned to a Question, you must: