Prioritize Items with Weighted Scores

Learn how to add, edit, and delete a Weighted Score from an Item.

Two Line OfieREQUIRED: Reach out to your Customer Success Manager to add the “Scores” panel to any of your Templates.

Add a Weighted Score to an Item

Step 1: Navigate to the Item you want to use a Weighted Score. 

Step 2: Select the + Add button at the top of the Item. This will reveal a menu of options that can be added to that Item. 

Step 3: In the + Add menu, select Scores. This will reveal all Weighted Score Groups available for this Template.

Two Line OfieNOTE: If you do not see the Scores option within the + Add menu, that indicates that no Weighted Score Groups have been made available for this Template.

Step 4: Select which Weighted Score Group you would like to apply to the Item. This action will prompt a window with associated Weighted Attributes. 

Step 5: In the Weighted Score window, select the appropriate Attribute Values for the Weighted Attributes. 

Step 6: Select Save. This will display the Weighted Attributes (and their associated score) in a Scores* panel on the Item. 

*Your organization may have customized the name of this panel. 

Edit a Weighted Score on an Item

Step 1: Navigate to the desired Item.

Step 2: Locate the Scores panel. 

Step 3: Hover over the Weighted Score you want to edit so that it is highlighted blue. This will reveal icons on the right side of the Weighted Score.

Step 4: Select the pencil icon to edit that Weighted Score.

Step 5: Edit the Attribute Values for the Weighted Attributes. 

Step 6: Select Save.

Two Line OfiePRO TIP: Select the Clear Fields button in the Weighted Scores window to quickly reset all Weighted Attribute Values for the Weighted Attributes in that Weighted Score Group.

Delete a Weighted Score from an Item

Deleting a Weighted Score from an Item will clear all associated Weighted Attribute Values and remove the Weighted Score from the Scores panel of the Item. 

Step 1: Navigate to the desired Item.

Step 2: Locate the Scores panel. 

Step 3: Hover over the Weighted Score you want to delete so that it is highlighted blue. This will reveal icons on the right side of the Weighted Score.

Step 4: Select the x icon to delete that Weighted Score. 

Step 5: Select the "I understand this cannot be undone" checkbox to confirm.

Step 6: Select Save.

Two Line OfiePRO TIP: Even though this action cannot be undone, you can add the Weighted Score Group back to the Item manually following the steps in the "Add a Weighted Score to an Item" section of this article.