Updating Scoring Criteria (Discover)

Suite
Customer Experience
Product
Qualtrics
What's on this page

About Updating Scoring Criteria

You can make edits to both the scoring model underlying your scoring and the rubric itself. This page compiles best practices and resources you can use as you evolve your scoring criteria.

Best Practices for Editing Scoring Models

When editing a category model that is being used for intelligent scoring, keep the following recommendations in mind.

Deleting topics referenced in a rubric

To make sure you’ve completely deleted a topic (or “node”) being used in a rubric:

Remove references to that topic from your rubric in Studio.
Delete the topic in Designer.
Rescore the rubric in Designer if you want to apply the changes to historical data.

Editing topics references in a rubric

To safely edit a topic referenced in a rubric:

Edit the topic within the category tree in Designer.
Rescore the rubric in Designer if you want to apply the changes to historical data.

Adding new topics to a tree referenced in a rubric

To add a new topic to a category tree referenced in a rubric:

Add a topic to the category tree in Designer.
Qtip: If you add a topic to another topic that is already referenced in a rubric, that new topic will automatically be added to the rubric with a weight of 0.
Edit the rubric in Studio to include the new topic.
Rescore the rubric in Designer if you want to apply the changes to historical data.

Updating a Rubric

As your Quality Management program evolves, you may want to make changes to your rubric. For example, you may want to add or remove criteria, edit weights, or edit the target score.

Find the rubric you want to rescore.
Select Edit from the menu.
You can change any of the options you set when you created the rubric.

Rescoring Historical Data

To apply intelligent scoring to historical data (i.e., existing data collected before the rubric was created), you need to rescore the data.

See Rescoring Historical Data.

FAQs

What is a category model? What is a topic?

What is a node?

If I updated the scoring model's topmost topic (root node), but didn’t update my existing (historical) data, will classification be performed on my existing data automatically?

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