Assessment Metric form for a category
Description of the field values for the Assessment Metric form. Use the fields when you create an assessment metric for a category.
| Field | Description |
|---|---|
| Name | Name of the metric. |
| Category | Metric category that the metric belongs to. The system automatically populates
this category if you create a new metric from the Metric Category form. Note: You
cannot change the category if the Depends on field is set or
if another metric depends on this metric |
| Method | Determines how to use the metric.
Note: If you select a Data type that is incompatible with the
selected Method, the system automatically changes the
Method to the correct value. |
| Weight | Numeric value that represents the importance of this metric relative to other metrics in the same category. By default, the weight is 10. For weighting suggestions, see Weight Metrics and Metric Categories. This field is visible and required unless the Data type is Date, Date/Time, or String. These data types are not included in results calculations. |
| Order | Numeric value that determines the order of the metric question on assessment
questionnaires, relative to other metric questions in the same category. The metric
with the smallest order value appears as the first question in the category section.
By default, the order is 100. For more information about questionnaire layout, see
Complete Assessment Questionnaires. Note: It does not matter which order
value you use for metrics with the Script method, as they do not appear on
questionnaires. |
| Active | Check box that determines whether this metric is used to gather assessment results. If a non-scripted metric (Assessment method) is inactive, the question does not appear on assessment questionnaires generated after the metric becomes inactive. If a scripted metric (Script method) is inactive, the script does not run. |
| Mandatory | Check box that makes the metric question mandatory (selected) or optional (cleared) on assessment questionnaires. Users cannot submit questionnaires until they provide valid responses to all mandatory questions, which display a red field status indicator. This field is visible only if the Method is Assessment, the Depends on field is empty, and the data type is not Checkbox. |
| Allow not applicable | Check box that determines whether to include a Not Applicable answer option for this metric question on assessment questionnaires. Users can select Not Applicable if they do not have sufficient information to respond to a question or if a question does not apply to a particular assessable record. User responses of Not Applicable are excluded from results calculations. This field is visible only if the Method is
Assessment and certain data types are selected. |
| Additional fields you can add by customizing the form | |
| Details | Text field containing an HTML editor. Use this field to present important details
about this metric to assessment recipients. Details can include formatted lists,
images, videos, or links to external websites. |
| General Section | |
| Question | Text to use as the question on assessment questionnaires. Enter a clear,
straightforward question that is easy to answer, such as How likely are you
to recommend this vendor for the purchase of office supplies?
|
| Description | Information about the metric and what it evaluates. If the
Method is Assessment, include details
that help users understand how to answer the question. This text appears as a hint
when a user points to the question text on the questionnaire. |
| Depends on | Setting used to make this metric a conditional question. Select an existing metric question from the list, which displays Checkbox, Choice, Likert Scale, Template, and Yes/No metrics of the same category as this metric. Then, use the Displayed when field to set the conditions that display this metric question on questionnaires. The system prevents the creation of recursive dependencies between metrics. For example, if Metric A depends on Metric B, Metric B cannot depend on Metric A. This field is visible only if the Method is Assessment. |
| Displayed when | Answer options for the selected Depends on metric question that, when chosen on questionnaires, display this metric question. This field is visible and required only if the Depends on field is set. |
| Field Type Section | |
| Data type | [Required] Format of the expected response data. The function of the data type
depends on the selected Method. If the method is
Assessment, the data type determines how users answer the
corresponding question on questionnaires. If the method is
Script, the data type determines how the system calculates
assessment results. Note: If another metric depends on this metric, you cannot change
the data type. |
| Randomize answers | Check box that determines whether to present the answer options for this metric question in a random order. The order of answer options can influence users, which creates biased results. Randomizing answer options can help prevent this bias. This field is visible only if a data type that requires metric definitions is selected. Note:
Randomizing answer options for certain questions
can make those questions confusing for the person answering. In general, only
randomize answer options that do not follow a logical order. For example, the
following question is confusing when randomization is enabled: |
| Template | Metric template to use for the metric question. A metric template is a set of predefined answer options. This field is visible and required only if the Data type is
Template. Note: If another metric depends on this metric,
you cannot change the template. |
| Dependent plugin | Plugin that contains the tables queried in the script. The system executes the metric script only if the plugin is active. The default available values are Asset Management, CMDB, Core, Cost Management, Procurement, and Software Asset Management. If the Method is Script, select a plugin. This field is visible only if the Method is Script. Note: An administrator may need to add more Define an option for a choice
list of plugins to the field. |
| Scale definition | Setting that determines whether lesser or greater numerical values equate to a good score in assessment result calculations. Select Low if lesser numerical values are better, such as for a metric that measures the number of incidents for a vendor. Select High if greater numerical values are better, such as for a metric that measures user satisfaction on a scale of one to five. The default value is High. This field is visible and required unless the Data type is Date, Date/Time, or String. The results for these data types are not included in results calculations. Note: For information about how to set the scale definition for data types that do not
require you to set a numerical value, see Data Types. |
| Min | Lowest numerical value to be used as an answer option on assessments or as a scaled value in a scripted metric. This field is visible and required only if certain data types are selected. If the data type is Choice or Likert Scale, this field is read-only and is set automatically based on the smallest metric definition Value. |
| Max | Highest numerical value to be used as an answer option or scaled value. This field is visible and required only if certain data types are selected. If the data type is Choice or Likert Scale, this field is read-only and is set automatically based on the largest metric definition Value. |
| Script | Script that obtains the desired system information. This field is visible and required only if the Method is Script. |
| Related List | |
| Assessment Metric Definitions | Lists all metric definitions, which appear as answer options for questions on assessment questionnaires. Click New to create a new metric definition. This related list is available only if the Data type is Choice or Likert Scale. |