Defining Scorecard Templates

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

1. Press the Create button located at the top of the sidebar.
2. Choose a Name for your scorecard. You can use any characters you'd like, but the name must not contain more than 64 characters.
3. Choose a Category for your scorecard. You can use any characters you'd like, but the name must not contain more than 45 characters.
4. Press the Create button to create the scorecard. Your new scorecard should be selected.

Editing Scorecard Templates

1. Choose the scorecard you wish to edit from the sidebar on the left.
2. Press the Edit Template button in the small ribbon of tools below the selected template in the sidebar.
3. Edit the Name and Category in fields provided, and press Save to save your changes.

Editing Scorecard Template Metrics

1. Choose the scorecard you wish you edit from the sidebar on the left.
2. Press the Edit button.

3. 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.
4. Fill in the computed metric parameters.

5. 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.
6. 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.
7. Press the copy icon to copy a metric to the row below.
8. Press the pencil icon to chose a different metric from the metric selection dialog.

9. 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 the Create Objective Templates permission to create objective templates. You must have the Delete Objective Templates permission to delete objective templates.

10. 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:
    

11. Delete metrics from your scorecard template by pressing the trash icon.
12. Press the Save button to save your changes.

Deleting Scorecard Templates

1. Choose the scorecard template you wish you delete from the sidebar on the left.
2. Press the Delete Template button in the small ribbon of tools below the selected template in the sidebar.
3. Press the Delete button to delete the scorecard.