Scorecard for a Request | Community
Skip to main content
F
FrankFo
February 6, 2020
Question

Scorecard for a Request

  • February 6, 2020
  • 12 replies
  • 3052 views
Has anyone built a scorecard similar to what is available for a project scorecard and apply it to a request (Issue). We are exploring to have a way to prioritize the many requests that we receive to determine the order to work the requests. We have a custom form where customers enter a request and want them to answer some questions to result in a score that will help us sort requests and ensure that we are working on the most important items first. Thanks Frank Fornataro DHHS
    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    12 replies

    Show previous replies
    F
    FrankFoAuthor
    September 23, 2020

    ‚We implemented a custom form scorecard. When our requestors submit a request they are required to answer 7 questions that were identified by the management of the requesting teams. Each answer has points associated with them. Once the request is submitted there is a simple algorithm that adds the total score and divides the total by questions answered.

    This has helped us greatly as we are an Agile team so when we look at the request backlog they are ranked highest score to lowest score. Depending on availability and our teams capacity we select the highest scored item that we can complete within a sprint (Iteration) and plan our iterations based upon the ranking with some adjustments based upon availability and capacity.

    The scorecard has helped us to prioritize. The custom form is a simple calculation to capture the points from each answer and totally them at the end. We also have a calculation to add up or count the questions that have answers which become the denominator for the points to be used for ranking.

      F
      FrankFoAuthor
      October 1, 2020

      ‚I am assuming that the Channels field is a multi-select field and would guess that if you picked more than one items then the results in the database would be each selection followed by a "," or ";". I recommend removing the quotes (") between each selection and represent the multiple selection like so IF(Channels = "SMS,SOCIAL,BLOG", 25, 0). I would first make the selections and if possible in a report pull the field and see how that is displayed in the report.

        S
        SSM01
        October 1, 2020

        Thank you Frank -- the Channels field is a single-select dropdown field, so unfortunately it does not appear to have taken the change well (I did give it a shot, as the suggestion was sound!). When I made the change, the value it was displaying for the SMS, SOCIAL and BLOG selections was showing as 0 (I presume because the IF statement was demanding all of the above be selected, but I'm not certain).

        S
        SSM01
        October 2, 2020

        Oof! That sounds like it is going to be painful! We have probably 17 different channels, so I'll definitely need to be hiding these calculated fields away (I'm thinking maybe on a separate, hidden form altogether, if not a hidden division of the scorecard form) All the same, a painful solution is better than no solution -- I really appreciate your guidance, and I'm going to give it a try. Thank you!

        Terms & ConditionsAccessibility statement

        Loading footer...