Perform - Create a custom rating scale

In this article, we'll explain how to create a custom rating scale to use in a review template.

Perform is supplied with a default rating scale, which can be used to rate objectives in an Overview of objectives section, or any Number scale question added to a Step Section by a Perform Administrator.

Step Sections offer considerable flexibility for creating your own custom questions, and where that's the case, it's likely a custom scale will also be needed.

A few things to know about custom rating scales:

• The rating scale used is always visible to the right of the review form as it is completed
• Ratings can be configured so that one or both parties can provide a rating
• Rating scales are set at Section level
• When ratings are added to an Overview of objectives Section, completion is mandatory

Steps to create a custom rating scale

1. Select Template builder from the Perform Administration menu:
2. Create a new review template from scratch or Edit an existing review template
3. Scroll to the Rating scales area. Select Create a new rating scale:
4. Select the pencil icon to customise the new rating scale
5. Add a Rating scale name. This is visible only to Perform Administrators. It helps identify the scale to use:
6. Choose the number of values in the scale 
7. Specify the Introductory text. This text will appear above the rating scale when seen in a review
8. Add a description for each value on the Rating scale. (Select the + to add a further description if required):
9. Select Save changes to save the new scale

The new scale is now created, and can be used to rate objectives, or, can be selected for a Step Section, and therefore will apply to all Number scale questions in that Step Section.

Get deeper learning in The Academy

View Create and publish a review template, and see how to add Average ratings and hidden questions in The Academy for best practice advice, and hints and tips from the Kallidus team for building review templates.

For the complete picture - including best practice advice, and hints and tips from the Kallidus team - view the Get started: Perform Course. Discover the latest insights, tips and industry news on the Kallidus blog.

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