Assessment Settings - Global

Introduction

Different configuration settings exist for you to personalise Assessments.

These are:

1. Global Settings.
2. Help text at the top of each screen.
3. Field names and tooltips.
4. Assessment Rankings.
5. Access permissions.

This article covers 1. Goal Settings.

Global Settings.

On the Assessment screen, those with permission will see a cog in the top right.

Select this to see and change the Settings applicable across your Wovex system for all users.

A. Benefit Title

You may want to use a shorter or alternative title for Benefits/Outcomes for display on Assessments. Shown are the available fields to choose from. The first field name is the default title when a benefit is created.

Choose one.  

B. Measure Title

Like the Benefit title, you may want to use a shorter or alternative title for Measures for display on Assessments. Shown are the available fields to choose from. The first field name is the default title when a measure is created.

Choose one.  

C. Values Mandatory for New Assessments

When an Assessment is created optionally, you can force the entry of values for:

• Description: To understand an Assessment, add more information.
  
  
• Business Case*: To identify the Business Case, your Assessment is looking at alternative options.
  
  
• Area*: To understand the area of the Business Case the options are for.
  
  
• Initiative: To understand which Initiative/contract/project/business etc. your Assessment relates to.

If selected as mandatory, they will be shown when creating a new Assessment, and a message will be shown to users if not completed.

If not selected as mandatory, they will be hidden when creating a new Assessment. 

These fields will be available when editing an Assessment, so the values can still be entered, even if not mandatory.

D. Values Mandatory for Comparisons

Certain fields, when comparing options, can be one of: 

• Prevent Saving: You need to provide the information to save and continue with a comparison.
• Warn: If you don't provide information, you can save and continue with a comparison, but you will receive a warning message when saving.
• No: Providing information is optional - no warning if left blank.

The fields on a Comparison these settings are available for are: 

1. References to evidence.

When comparing options, you can add references to scoring/comparison information. Provide references to supporting evidence and information. 

Users can be forced to enter references to evidence, just warned if not provided, or they can be made optional.

2. Score highlighted measures.

Wovex will highlight the tracked measures for the baseline/first option selected in the comparison. As these measures are important to the baseline option, as their impact on them is being tracked, it is important to have these scored (better, same, worse, etc.) for alternative options. 

Users can be forced to score these measures, just warned if not done, or they can be made optional. 

3. Rationale for scores on benefits.

Each benefit is a category that measures are grouped under. A benefit can have many related measures, and a score for each benefit is automatically calculated. 

In addition to the scores, you can add a short text summary for the benefit of the rationale behind the scores given to its measures. This helps others understand some of the reasons for scores and is especially useful for significant differences. 

Users can be forced to provide the rationale for each benefit with a score, just warned if not done, or it can be made optional.

E. Filters

1. Remove all deleted benefits and measures automatically

When a comparison is created, it uses the latest measure and benefit information. Changes will happen, e.g. delete, create new, and recategorise measures under different benefits. The option is to reflect these changes in comparisons or leave them unchanged automatically.

Deleted benefits and measures can be automatically removed from comparisons and new ones added. This means the comparison will always use the latest items. Alternatively, no changes will be reflected in the comparison.

2. Ignore child measures

Measures can have child measures, which capture more detailed data. Including these child measures in a comparison can significantly increase the number of measures scored. Sometimes, scoring the parent measures only is preferred for comparisons.

This option enables the child measures to be automatically included or excluded from a comparison.

3. Ignore measures with blank titles

In a previous setting, you selected the field for the Measure Title. If you leave this blank, this setting includes or excludes it from a comparison. 

This is typically used when you have selected an alternative title rather than the first one/with the title added when the measure was created. Add titles to this field for those you want to include in comparisons. Leave blank the fields on measures not applicable to assessments. 

This option enables the measures to automatically be included or excluded from a comparison based on whether the selected field to use for the title is blank or not.

F. Benefit Dashboard

This is one of the outputs created automatically. To show the measure scores, grouped by benefit. 

Options are available to include or include certain benefits and measures.

1. Show unscored benefits 

If a benefit has no measures scored, you can choose not to show it on screen by default. This can reduce the amount of detail in the output. Showing unscored benefits can help you identify those where scores should be added but are missing but increase the number of details shown.

2. Show unscored measures 

You can hide a measure from the screen if it is not scored by default. This can reduce the amount of detail in the output. Showing unscored measures can help you identify those where scores should be added but are missing but increase the number of details shown.

G. Goal Dashboard

This is one of the outputs created automatically. To show the benefit scores, grouped by goals. 

Options are available to include or include certain goals and benefits.

1. Show unscored goals 

If a goal, that is a category for benefits, has no benefits scored, you can choose not to show it on screen by default. This can reduce the amount of detail in the output. Showing unscored goals can help you identify where scores should be added but are missing but increase the number of details shown.

2. Show unscored benefits 

If a benefit has no measures scored, you can choose not to show it on screen by default. This can reduce the amount of detail in the output. Showing unscored benefits can help you identify those where scores should be added but are missing but increase the number of details shown.

* These may be given alternative names, depending on your use of Wovex. For example, if you have a separate business case for each phase of a large programme, you may want to have a Business Case Phase, instead of a Business Case. Also, Scheme Design State, instead of Area, if each Phase of a large programme has many Designs for which options can be created.

Managers and Administrators can edit these in the Translations area.