Weighted Scores

Learn how to create, edit, organize, and delete Weighted Score Groups within the Admin section.

What is a Weighted Score?

When your organization has a high volume of good ideas (what a fortunate problem to have!), it can be difficult to determine which Items to prioritize next. The goal of a Weighted Score is to calculate an objective, quantitative value for prioritizing those Items. A Weighted Score is a numerical calculation of an Item's priority based on that Item's Weighted Attributes.

Wait... what? Let's break this definition down.

In KaiNexus, Users capture information by entering data into the Fields and Attributes of an Item. With Weighted Scores, you can assign numerical values to Attributes and KaiNexus will calculate a priority score based on those numerical values. You can then use that score to determine which Items your team can prioritize. 

The “weighted” aspect of the scoring process comes from what specific Attributes are deemed more important than others and will, therefore, give those Attributes a higher portion of the overall score. This is particularly useful for objective prioritization techniques that factor in multiple layers of data. 

P.S. Any Attribute with an associated numerical value or 'weight' is known as a Weighted Attribute. 

Reach out to your Customer Experience Lead to create a new Weighted Attribute Type. Once the Weighted Attribute Type has been created, your organization’s Quality Administrators can manage its Attributes as they could those of any other Attribute Type.

How does it work?

If your organization wants to select the next Item to prioritize from a List of Items, you might create a common set of metrics—for example, a combination of both benefits and costs—to score each Item.

Reach out to your Customer Experience Lead to create a new Weighted Attribute.

Within KaiNexus, each Weighted Score is comprised of one or more Weighted Attributes. Users with a System Role that grants them the Quality Administrator permission can create, edit, organize, and delete Attributes. 

Continuing with this example, the company might assign more “weight” to the complexity or time to implement a given piece of equipment than it assigns to the cost of buying it.

For example, you can rank strategic initiatives against benefit and cost categories. 

For example, with Weighted Scores, leaders can create a weighted scoring system, allowing your organization to score complexity, risk, priority, etc. based on predetermined criteria. Ultimately, this will guide stakeholders to make strategic decisions on what should be prioritized. You can even add these scores to a Card on a Board in the List or Tree Views and sort by highest priority!

How to use Weighted Scores

For KaiNexus to do the math, you must first define a few parameters. To begin, determine what criteria will help your organization evaluate and prioritize Items. These criteria will eventually become your Weighted Score Attributes.

Follow these steps to help you think through your prioritization process: 

Step 1: Compile a List of Items under consideration. You can use Item List Cards on Boards or Lists within the Items section!

Step 2: Devise a list of criteria on which you’ll be scoring each of these Items, such as cost and benefit. 

Step 3: Determine the respective weights of each Attribute Value you’ll use to evaluate your competing Items.

• For example, let’s say you determine that the benefit “Increase Revenue” should be weighted significantly in the overall score than the cost “Implementation Effort.” Then you will want to assign a greater percentage of the overall score to Increase Revenue.

Step 4: Assign individual scores for each Weighted Score Attribute according to your prioritization parameters.

Step 5: Then calculate these overall scores to determine how to rank your list of Items.

Create a Weighted Score

Step 1: Navigate to Admin > Organization > Weighted Scores.

Step 2: Select the + Create Weighted Score Group button in the top right corner of the Weighted Scores page. This will populate a Create Weighted Score Group window. 

Step 3: In the Create Weighted Score Group Window, enter information into the available fields.

• Name: Enter the name of the Weighted Score.
• Description (optional): When you add a description, Users will see this description when hovering over the Weighted Score’s name.
• Calculation: Choose which type of Calculation you want this Weighted Score to perform with each included Weighted Attribute. In the Calculation menu, Users can choose from:
  • Sum: Each Weighted Attribute will be added together to produce the final score.
  • Multiply: Each Weighted Attribute will be multiplied together to produce the final score.
  • Average: Each Weighted Attribute will be added together and then divided by the number of Attributes to produce the final score.
  • Percentage of Max: Each Weighted Attribute will be added together, divided by the total possible score, and multiplied by one hundred to produce the final score in percent form.
• Set Thresholds: 
• Templates - Available: Add any template to which this Weighted Score should be available to the “Templates - Available” field. Users will be able to add this Score to these templates when appropriate.
• Templates - Auto-Create: Add any template for which this Weighted Score should be required to the “Templates - Required” field. With this option, the Weighted Attribute Types in this Weighted Score will be automatically added with a value of 0 to all new items of these template types. NOTE: This will only happen for templates in Standard Layout, please reach out to your Customer Experience Lead to add Weighted Scores to Custom Layout templates.
• Required Roles: 
• Required Locations and Level Types: Add any Network Location(s) and/or Level Types for which this Weighted Score should be required to the “Required Locations and Level Types” field. Only users within the selected locations or level types will be able to use this Weighted Score.
• Show Total: Check the “Show Total” box if you wish to see a total score from multiple items shown at the bottom of the column in List View.
• Show Average: Check the “Show Average” box if you wish to see an average score of multiple items shown at the bottom of the column in List View.
• Use Other Weighted Scores: If enabled, this Weighted Score Group may be configured to be based on other Weighted Score Groups. NOTE: The Weighted Score Groups chosen to calculate this Weighted Score will need to be Weighted Scores that are based on Attributes. Saving a Weighted Score with or without this checkbox enabled can not be changed in the future. Learn more.
• Weighted Attribute Types: Add all appropriate Weighted Attributes to this Weighted Score Group. To do so, select the + icon in the top right corner of the “Weighted Attribute Types” section. In the resulting window:

• • Select the Weighted Attribute Type you want to include in the “Attribute Type” field.

• • Enter the multiplier that should be assigned to this Attribute Type. This value will be multiplied by the Value Attribute's set weight to calculate its contribution to the total Score.

• • Decide whether this Weighted Attribute Type should be single- or multi-select in the “Selection” field.

• • Select Save.
  • Repeat these steps as many times as necessary to add all the desired Weighted Attribute Types.

Step 4: Select Save to finalize the Weighted Score.

Edit a Weighted Score

Step 1: Navigate to Admin > Organization > Weighted Scores.

Step 2: Hover over the Weighted Score that you want to edit so that it is highlighted blue. This will reveal icons on the right side of the Weighted Score.

Step 3: Select the pencil icon on the right side of the Weighted Score. This will open a new window that allows you to edit the following information:

• Name
• Description
• Calculation: Adjust the way your Weighted Score Group calculates the value of the associated Weighted Attributes. Select between Sum, Multiply, Average, and Percentage of Max.
• Set Thresholds 
• Templates - Available: Add or remove any Template to which this Weighted Score should be available to the “Templates - Available” field. Users will be able to add this Score to these Templates when appropriate.
• Templates - Auto-Create: Add or remove any Template for which this Weighted Score should be required to the “Templates - Auto-Create” field. 
• Required Roles
• Required Locations and Level Types
• Show Total
• Show Average
• Use Other Weighted Scores
• Weighted Attribute Types: Add Weighted Attributes to the Weighted Score Group following the instructions in the section above or follow the instructions below to edit, organize, and delete existing Weighted Attributes within the Weighted Score Group.
  
  • To edit an existing Weighted Attribute, hover over the Weighted Attribute and select the pencil icon to the right side of the Weighted Attribute name.  
  • To delete an existing Weighted Attribute from the Weighted Score Group, hover over the Weighted Attribute name and select the x icon on the right side of the Weighted Attribute name. 
  • To reorder a Weighted Attribute within the Weighted Attribute Types section, select and hold the Weighted Attribute, then drag and drop it into a new position. Repeat this step as often as necessary until you achieve the desired order of Weighted Attribute Types.

Step 4: Select Save to finalize the Weighted Score.

Organize Weighted Scores

When adding a Weighted Score to an Item, the + Add menu displays the available Weighted Scores in the same order in which they appear on the Weighted Scores page in the Admin section. Reorder the Weighted Score Groups on the Weighted Scores page to change how the Weighted Scores appear on an Item page. 

Step 1: Navigate to Admin > Organization > Weighted Scores.

Step 2: Hover over the Weighted Score that you want to reorder so that it is highlighted blue.

Step 3: Select and hold the Weighted Score, then drag and drop the Weighted Score into a new position. Repeat this step as often as necessary until you achieve the desired order.

Delete a Weighted Score

Step 1: Navigate to Admin > Organization > Weighted Scores.

Step 2: Hover over the Weighted Score that you want to delete so that it is highlighted blue. This will reveal icons on the right side of the Weighted Score.

Step 3: Select the x icon on the right side of the Weighted Score. This will populate a Delete window with options to Delete or Cancel. 

Step 4: Select the Delete button to delete that Weighted Score.