IN THIS ARTICLE
Define scorecard templates to standardize methods and implement robust measures to document plan quality across your organization.
Note: You must have the Manage Scorecard Templates permission to define scorecard templates for your organization.
Accessing Scorecard Templates
To view your organization's scorecard templates, click on the ProKnow icon in the top left corner of the page, and select Scorecard Templates under Organization Settings. Just to the right of the main navigation are vertical tabs for each of the organization level settings which you can read more about in the related articles. The scorecard templates sidebar is to the right of the tabs. The sidebar holds a list of scorecard templates that belong to the organization with a button to create a template at the top. Templates are displayed in alphabetical order, grouped by category (categories can be assigned to templates after they have been created). Click on one of the templates to select it.
The main content area will update to display the details for the selected scorecard template. 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.
Creating Scorecard Templates
- Press the Create button located at the top of the sidebar.
- Choose a Name for your scorecard. You can use any characters you'd like, but the name must not contain more than 64 characters.
- Choose a Category for your scorecard. You can use any characters you'd like, but the name must not contain more than 45 characters.
- Press the Create button to create the scorecard. Your new scorecard should be selected.
Copying a Scorecard Template
Another way to create a scorecard template is to copy an existing scorecard template. Just select a template, and press the Copy Template button in the small ribbon of tools below the selected template in the sidebar.
Editing Scorecard Templates
- Choose the scorecard you wish to edit from the sidebar on the left.
- Press the Edit Template button in the small ribbon of tools below the selected template in the sidebar.
- Edit the Name and Category in fields provided, and press Save to save your changes.
Editing Scorecard Template Metrics
- Choose the scorecard you wish you edit from the sidebar on the left.
- Press the Edit button.
Add a new metric by pressing the Add computed metric... or Add custom metric... button. If you are adding a computed metric, a window will appear with a complete list of the computed metric types available. Fill in the required metric parameters. If you are adding a custom metric, a window will appear with items from the list of custom metrics defined in your ProKnow organization by a custom metric manager.
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 Manage Scorecard Templates permission to manage custom 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 template by pressing the trash icon.
- Press the Save button to save your changes.
Deleting Scorecard Templates
- Choose the scorecard template you wish you delete from the sidebar on the left.
- Press the Delete Template button in the small ribbon of tools below the selected template in the sidebar.
- Press the Delete button to delete the scorecard.