Create a metric for a category

After you create a category, create metrics you can use to evaluate the assessable records for that category.

Before you begin

Role required: assessment_admin or admin

About this task

When you create metrics, consider the focus of the category and what characteristics you want to measure for the items you will assess. If you plan to use metrics for assessment questionnaires, you may want to review tips for writing good questions.

Procedure

  1. Navigate in one of the following ways:
    OptionDescription
    Assessments > Metric Definition > Categories

    Open a category, and locate the Assessment Metrics related list.

    This is the suggested navigation path, as the system links metrics to the category from which they are created.

    Assessments > Metric Definition > Metrics  
  2. Click New.
  3. Fill in the fields, as appropriate.
    Table 1. Assessment Metric form
    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.
    • Assessment : Non-scripted metric. Make the metric available as a question on an assessment questionnaire. The Assessment method is compatible with all data types except Duration.
    • Script : Scripted metric. Obtain values by writing a custom script. The Script method is compatible with the Duration, Number, and Percentage data types.
    • Default answer from field : This option appears only if you have selected an Assessment Metric Type that contains a table. The General tab adds two fields:
      • Default answer : Select the default answer for the question. The list comes from the selected table.
      • Ask question : Specifies when to ask the question: always or only if the default answer is empty.
    • Default answer from script: The General tab adds a field:
      • Ask question : Specifies when to ask the question: always or only if the script does not contain a default answer. The script is defined on the Field Type tab.
    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's 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 are denoted by 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.
    Assessments not applicable option
    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.
    Assessment metric details
    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?
    Assessment question field
    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, as this text appears as a hint when a user points to the question text on the questionnaire.
    Assessment description field tooltip
    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: You cannot change the data type if another metric depends on this metric.
    Randomize answers

    Check box that determines whether to present the answer options for this metric question in a random order each time a user opens an assessment questionnaire that contains the question. Answer preference is sometimes influenced by the order in which answer options appear, which can result in 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 may 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:
    Assessment question random order
    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: You cannot change the template if another metric depends on this metric.
    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. You must select a plugin if the Method is Script.

    This field is visible only if the Method is Script.

    Note: An administrator may need to add more choices 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.

  4. Save the record.
    When you create a Choice or Likert Scale question, you must reopen the Assessment Metric form after you submit it to Create a metric definition. If you distribute a questionnaire without creating the answers for questions with these data types, recipients are unable to answer the quesitons. If the questions are mandatory, the recipients are unable to submit their questionnaires.