Collection — Scorecards

Accessing Collection Scorecards

When you access a collection, click on the Scorecards tab to view and manage the scorecards associated with the collection. The scorecards sidebar holds a list of scorecards that belong to the collection with a button to create a scorecard at the top. Clicking on one of the scorecards will select it, thereby making it the active scorecard.

With a scorecard selected, the main content area will update to display the details of the selected scorecard. Links in the toolbar will allow you to jump to the computed or custom metrics defined in the scorecard (if applicable). A button to edit the scorecard is available on the far right side of the toolbar.

Note: You must have Read Collection Scorecards permission on the collection to access scorecards for the collection.

Creating Collection Scorecards

Press the Create button located at the top of the sidebar.
Select a Scorecard Template from the list of the available templates, or choose None instead to define a scorecard from scratch. Enter a Name for your scorecard. You can use any characters you'd like, but the name must not contain more than 64 characters.
Press the Create button to create the scorecard. Your new scorecard should be selected.

Note: You must have Create Collection Scorecards permission on the collection to create scorecards for the collection.

Copying a Scorecard

Another way to create a scorecard is to copy an existing scorecard. Just select a scorecard, and press the Copy Scorecard button in the small ribbon of tools below the selected scorecard in the sidebar.

Renaming Collection Scorecards

Choose the scorecard you wish you edit from the sidebar on the left.
Press the Rename Scorecard button in the small ribbon of tools below the selected scorecard in the sidebar.
Edit the Name in the field provided, and press Rename to save your changes.

Note: You must have Update Collection Scorecards permission on a collection to edit scorecards for the collection.

Defining a Scorecard Template

Choose the scorecard you wish to use to define a scorecard template.
Press the Define Template from Scorecard button from the small ribbon of tools below the selected scorecard in the sidebar.
Enter the Name in field provided. Next, select what will happen if a template already exists with the same name. It's best to choose "Leave the template unchanged." if you're not sure. Finally, press the Save button to define the template.

Note: You must have the Create Scorecard Templates permission on the organization to define a new scorecard template for the organization. You must have the Create Scorecard Templates permission on the workspace to define a new scorecard template for the workspace. You must have the Update Scorecard Templates permission on the organization to update an existing scorecard template for the organization. You must have the Create Scorecard Templates permission on the workspace to update an existing scorecard template for the workspace.

Importing a Scorecard Template

Choose the scorecard into which you wish to import a scorecard template.
Press the Import Metrics from Template button from the small ribbon of tools below the selected scorecard in the sidebar.
Select the Scorecard Template to import. Then select how duplicate metrics should be resolved, and press the Import button to import the metrics.

Note: You must have Update Collection Scorecards permission on a collection to edit scorecards for the collection.

Adding the Scorecard to Collection Patients

Choose the scorecard you wish to add to each of the collection's patients.
Press the Add Scorecard to Patients button from the small ribbon of tools below the selected scorecard in the sidebar.
Carefully read the instructions given in the wizard. On the first page, select what should happen if a patient in the collection contains a scorecard with the same name as the selected scorecard. Press the Next button.
Press the Add button to begin the operation.
Press Finish to exit the wizard.

Note: You must have the Create Patient Scorecards permission on a patient to create a scorecard for the patient. You must have the Update Patient Scorecards permission on a patient to update a scorecard for the patient.

Editing Collection Scorecards

Choose the scorecard you wish you edit from the sidebar on the left.
Press the Edit button.
Press the Add computed metric... button, and select one or more metrics from the categorized lists of available absolute dose metrics, relative dose metrics, relative dose metrics, plan metrics, and structure set metrics.

For more information about computed metrics, visit our Computed Metric Library.
Fill in the computed metric parameters.
Press the Add custom metric... button, and select one or more metrics from the list of custom metrics defined in your ProKnow organization by a custom metric manager.

To learn about how to create custom metrics, please visit the Defining Custom Metrics page.
Press the swap icon to exchange an absolute or relative metric for its variant. Note that this button will be disabled if the metric does not have a variant.
Press the copy icon to copy a metric to the row below.
Press the pencil icon to chose a different metric from the metric selection dialog.
Press the Add... or Edit... button in the Objectives column to add, edit, or remove objectives for a particular metric. Objectives are useful for defining performance bins for your data. In the following example, for instance, you might set up objectives for the volume PAROTID_LT where you define ranges as follows:
- VERY SMALL: less than 8 cc
- SMALL: 8 cc to 15 cc
- NORMAL: 15 cc to 29 cc
- LARGE: 29 cc to 36 cc
- VERY LARGE: greater than 36 cc
These ranges can be assigned a color and displayed end-to-end as follows.

Objectives are completely customizable, allowing you to configure ranges for organs-at-risk metrics and target metrics, too.

Sometimes, a computed metric value or custom metric value may equal the threshold value for an objective level. You can customize which objective level should be assigned in those cases by clicking the bracket indicators to toggle the level. A bracket that opens upward indicates that the objective level above will be used. A bracket that opens downward indicates that the objective level below will be used. In addition to the direction of the bracket, the background color behind the bracket indicates the level to which the threshold value belongs.

In the following example, you'll notice that the two objective sets vary only in the direction of the brackets (see orange outlined region). For the objectives on the left, a value of 0 would produce a result of IDEAL, a value of 10 would produce the result GOOD, a value of 20 would produce the result ACCEPTABLE, and a value of 30 would produce the result MARGINAL. Compare that with the objectives on the right, where a value of 0 would now produce the result GOOD (not IDEAL), a value of 10 would now produce the result ACCEPTABLE (not GOOD), a value of 20 would now produce the result MARGINAL (not ACCEPTABLE), and a value of 30 would now produce the result UNACCEPTABLE (not MARGINAL).

Saving Custom Objective Templates

The labels, colors, and bracket direction may be customized and saved as a custom objective template. To accomplish this, first make your edits to the objective levels. The dropdown field should appear with the value Custom. Press the edit button next to the dropdown field, enter a name for your template, and then press the Save button.

This template may be recalled and used when defining objectives for other metrics. To delete a custom objective template, select it from the dropdown, and press the delete button.

Note: You must have Create Objective Templates permission to create objective templates. You must have Delete Objective Templates permission to delete objective templates.
You may reorder metrics within a scorecard template by dragging and dropping rows to the desired location. Each row has an icon on the left containing three small horizontal lines. Using this icon as a handle, identify the item you wish to reorder, and drag and drop it into its new position:
Delete metrics from your scorecard by pressing the trash icon.
Press the Save button to save your changes.

Note: You must have the Update Collection Scorecards permission on a collection to edit scorecards for the collection.

Deleting Collection Scorecards

Choose the scorecard you wish you delete from the sidebar on the left.
Press the Delete Scorecard button in the small ribbon of tools below the selected scorecard in the sidebar.
Press the Delete button to delete the scorecard.

Note: You must have the Delete Collection Scorecards permission on a collection to delete scorecards for the collection.