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kate_green
kate_green
Helper ⭐️⭐️
November 8, 2017
Development

Scorecard Validity Alerts

Related products:CS Rules Engine
  • November 8, 2017
  • 9 replies
  • 165 views
We like the ability to set the Validity Period for the measures on a Scorecard 2.0 layout.  We would like to set an alert to go out to the CSM when the manual measures are no longer valid.  Is this possible through any current functionality?  

      9 replies

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      November 10, 2017
      Hi Kate,

      Would firing CTA's work as alerts for you? If so, you could possibly use bionic rules to achieve that (create a rule to check whether the  modified date is greater than the validity period to fire CTA's)
      Let me know if that helps

      Regards
        jason_metzler
        jason_metzler
        Helper ⭐️⭐️
        February 22, 2018
        Would be great to be able to have a flag on a score that is Y/N within the validity timeframe. That way we don't have to calculate the validity period in a rule, just report on those scores per CSM that are out of date.
          aditya_marla
          aditya_marla
          Helper ⭐️⭐️⭐️
          February 23, 2018
          Hi Jason, 

          The scores that have expired (exceeded the validity timeframe) are visually distinguished in the Mass Edit report.
          Would having an option to filter to only show account where scores are invalid be useful? (Or would you want to use that data available in the rules engine to take any other action?)

            jason_metzler
            jason_metzler
            Helper ⭐️⭐️
            February 23, 2018
            I was hoping to create a report for the CSMs to see where their expired scores are. I have a dashboard for the CSMs to view a variety of items, and that is where I was picturing it. They are responsible for updating two of our scores every 6 months. It isn't obvious to them that the score has expired. No alert/report as of now, just the notice on the scorecard itself.
              aditya_marla
              aditya_marla
              Helper ⭐️⭐️⭐️
              February 26, 2018
              In the "mass edit report", the expired scores have an " ! " mark beside them.

              Would creating a Mass Edit report filtered to the accounts a CSM manages work?( or would this indication get lost in the report?)
              jason_metzler
              jason_metzler
              Helper ⭐️⭐️
              February 26, 2018
              I think that will work for now, but it would be nice to see only those scores that need updating.
                perry_rogers
                perry_rogers
                Contributor ⭐️⭐️⭐️
                July 30, 2019
                How was this implemented? I dont see anything anywhere where I am actually able to see alerts or reports based on validity.

                kate_green
                kate_greenAuthor
                Helper ⭐️⭐️
                March 2, 2021

                Resurfacing this - I think with our new notifications, that you could just enable an in-app notification or include Scorecard updates in the Daily Digest email.

                shantan_reddy
                Gainsight Employee ⭐️
                shantan_reddy
                Gainsight Employee ⭐️
                March 3, 2021

                @kate_green We have plans to onboard on to real-time rules.Once that is in place, we will be able to generate notifications for things like scores becoming stale, exceptions being triggered, score changes, etc.

                Also, we are rolling out the revamped scorecard reports starting this month, and you will be able to filter for stale scores within the report. The roll-out will be phased, and the details for the same will be shared soon.

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