Benchmark Goals

Adding a Goal to a Benchmark

Users can define specific goals within a benchmark to measure performance or quality levels in a survey. Each goal establishes thresholds and evaluation criteria for comparison.

Steps to Add a Benchmark Goal

1. Navigate to the Benchmark page.

2. Click the Add New Goal icon on the left pane.

3. You are redirected to the Create Benchmark Goal page.

4. Fill in the required information:

   • Goal Name: Provide a descriptive title for the goal.

   • Goal Description: Optional text describing the goal.

   • Upper Threshold: Maximum expected value for the goal.

   • Lower Threshold: Minimum expected value for the goal.

   • Operation on Goal Question Values: Select from the drop-down menu to define how values are evaluated.

   • Is High Value True: Select True or False to indicate whether higher values are better.

5. Click Save.

• The benchmark goal is added to the benchmark, and the benchmark name is displayed by default.

Notes:

• Fields with validation symbols are mandatory.

• It is recommended to select True for the Is High Value True field to align with standard benchmarking practices.

• Benchmark goals are used as reference points for evaluating survey responses or question outcomes.

Editing a Benchmark Goal

Users can modify existing benchmark goals to update performance thresholds, descriptions, or evaluation logic as required.

Steps to Edit a Benchmark Goal

1. Navigate to the Benchmark page.

2. Click the Edit icon next to the desired benchmark goal on the left pane.

3. You are redirected to the Edit Benchmark Goal page on the right pane.

4. Update any of the following fields, as required:

   • Goal Name

   • Goal Description

   • Upper Threshold

   • Lower Threshold

   • Operation on Goal Question Values: Select an option from the drop-down menu

   • Is High Value True: Select True or False from the drop-down menu

5. Click Update Goal.

• The updated benchmark goal information is saved and reflected in the benchmark.

Notes:

• Editing a goal allows users to adjust thresholds or logic based on updated survey requirements.

• Ensure that changes to Upper/Lower thresholds are consistent with the benchmark objectives.

Deleting a Benchmark Goal

Users can remove a benchmark goal when it is no longer required, ensuring that benchmarks reflect only relevant objectives.

Steps to Delete a Benchmark Goal

1. Navigate to the Benchmark page.

2. Click the Delete icon next to the benchmark goal on the left pane.

3. A confirmation dialog appears.

4. Click OK to confirm deletion.

Result:

• The selected benchmark goal is deleted.

• A notification message confirms successful deletion.

Notes:

• Deleting a goal permanently removes it from the benchmark.

• Ensure that the goal is no longer needed for evaluation before deletion.