You can add asset conditions to a measure, with adjusted weightings if required, which are then applied when conditions match.
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Choose from:
- Only apply this measure to assets that match a condition group - If this option is selected, the measure will only apply when the condition is met. If a different weight to the default weight is specified for the condition group, it will be used instead. If the condition is not met, the measure will be skipped. For example, I want to know whether a business owner is assigned to contribute to the score or not, if the asset is a Critical Data Element. In this case, the pass test would be business owner is assigned, and the condition group would have one criteria: Critical Data Element = True. If the asset is not a Critical Data Element, this measure would not apply and would be skipped.
- Apply this measure to all assets, using the first matching condition group to determine measure weight - If this option is selected, condition groups are only used to determine the weight of the measure. The measure applies to all assets, but it can be weighted differently, based on certain conditions. If an asset does not meet any of the condition groups, then the default weight of the measure is applied. For example, the importance of whether the description of the asset is populated or not, depends on the status of the asset. If the asset is certified, it should count as 50% of the score. If it is in draft status, it should count as 25% of the score. In this case, the pass test would be description is populated. One condition group would have the criteria: Status = Certified with a weight of 50%. The second condition group would have the criteria: Statue = Draft with a weight of 25%. Assets with any other status would use the default weight of
the measure.Note: If an asset matches the criteria of more than one condition group, the weight of the first group is applied.
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Under, for example, Condition Group 1:
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Optionally, set a Pass Threshold (%) override. If you set a pass threshold when adding or editing a measure, you can override it here, specifically for the assets that meet the conditions of this group.
- Enter the Weight (%) to be applied to assets that match this condition, if one that is different to the default is to be used. The Weight (%) field initially displays the one defined in Details > Weight (%). However, You can override this setting for assets that match this condition group, by entering a new one here.
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Select a field.
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Select an operator. For example, less than or equal to, is not, or similar. The list of operators and the default choice varies according to the field that is selected.
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Enter a value, if required to complete the selected field.
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Repeat steps 3 to 5 if subsequent fields are needed for Condition Group 1.
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If you have multiple fields, choose from:
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Match all conditions
- Match any conditions
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If needed, click the Measure Actions button, positioned at the top-right of the condition group panel, and choose from:
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Delete - This action cannot be reversed and the condition group must be redefined if required again.
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Duplicate - This allows you to duplicate a condition group. It can be used, for example, to create several copies without having to create each one separately.
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Once you have completed at least one field type, operator and value in a condition group, the Add condition group button displays. Click it to start a new condition group and repeat steps 2- 7, as needed.
If you have other fields that are not completely defined, the Add condition group button does not display until the relevant field definitions are complete.
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To reorganize condition groups, click the Measure Actions button and re-organize the condition groups. The actual options vary according to how many condition groups you have, and their position the list of groups.
- When you are finished, click Create. The Create measure dialog closes and the measure is added to the score definition page.
Weighting
You can use weighting to express the importance of your measures relative to each other. Weighting is applied to groupings, and to measures contained within groupings.
The weight determines the contribution of this measure to the overall score calculated for an asset. For example, a measure with a weight of 50% will contribute twice as much as a measure with a weight of 25%. The sum of all measures used to calculate the score should sum to 100% (at the top-level with and within each group of measures). Where they do not, they will be adjusted when used to calculate the score.
Adjusted weight
On the Scoring tab of an asset, you'll see an Adjusted Weight column on the measure. When scores are calculated from weight values, any conditions that are applied to the measures that are included in the calculation can affect the end result. The value of the adjusted weight takes into account these conditions. When a measure contains a condition, and that condition is not met for a particular asset, then the measure is excluded from the score calculation.
For example, you could have a grouping called "Basic measures", which contains the following measures and weights:
| Measure | Weight |
|---|---|
| Measure 1 |
25% |
| Measure 2 | 50% |
| Measure 3 | 25% |
If there are no conditions on any of the measures, the calculated weight for each measure will always match the weight that is listed.
If, however, Measure 2 contains a condition, for example, that the value of the "Critical Information" field must be true, this measure will only be included for assets where that condition is met. For other assets, where the value of the "Critical Information" field is false, Measure 2 will not be included in the score. The total weight of the included metrics is now 50%, which means that Measure 1 and Measure 3 both have an Adjusted Weight of 50%, because each has a weight of 25% out of a total weight of 50%.