A rating is an assessment of an Element (Trend, Technology, etc.) in your system. Usually, the ratings consist of multiple rating criteria (for example Business Potential) from which each have multiple rating steps (for example Low-High). The rating is either a community rating and given by the general system users or it can be given by single experts. Ratings can be either aggregated ratings from communities of evaluators from the system, or the ratings can be provided by specific experts. The assessment of Elements by certain people is an essential activity in the innovation management process and helps you make better decisions based on assessments from your innovation communities. You are also able to visualize information based on the ratings on the ITONICS Radar.
How to configure a rating
A guide on how to configure a rating can be found here.
How to put Ratings in context
Note: You need to activate the Context feature to be able to use it.
When the Context feature is activated in your system, you can make use of the context rating feature. When the Context feature is activated in ratings, each user who rates an Element does so within a specified context, for example, their business unit.
The Context rating will help you gain further insights on how different people, from different business units rate the same Element. In the Rating Analysis Tab (1) of each Element, you can filter by the different Contexts and can directly compare the ratings (2). You can also apply the context filter, here Business Unit (3), on a Radar or Matrix.
Once the rating has been activated for an Entity, a Rating Analysis tab is visible on the Detail page of all Elements.
Note: By default, only the Application Owner has access to the Rating Analysis tab. The access for other roles can be adjusted via the Entity Specific Permission settings.
Read more in the “Compare ratings of an Element” article.
The rating widget is usually placed in the right sidebar of an Element. Via the View Configuration, the rating widget can be placed almost anywhere including in different tabs.
How to configure a rating group
A rating group can help you to cluster multiple ratings. Rating groups can be used to contextualize ratings, and is needed if you want to make use of the Workflow Rating Trigger Type. Rating groups can also be used in different Workflow phases (in the screenshot Validation Phase) (1). Rating Groups can be placed almost anywhere on the Element Detail page or in different tabs.
Once you have configured two or more rating criteria for an Element (see Configure a rating section), you can make use of the Group Fields feature and configure a Group Field as a Rating Field Group (2). In the Rating Options (3) sections, you can add multiple rating criteria that should be part of the rating group. In the Dragzone (4), you can change the order of the selected rating criteria with drag-and-drop.
Aggregate and weight ratings
Sometimes you may want to aggregate your ratings for one group, using one aggregation label. In addition to the aggregation feature that weights all rating criteria equally (by 1), it is sometimes necessary to put more importance on certain rating criteria. For this, you can use the weighting of rating criteria feature.
Configure an aggregated rating
Being in the Group Field Configuration (see section above), you have to check the checkbox Aggregate this Rating Group. (1) Once checked, you can configure the Rating Aggregation Label (2) and the different step Options (3), including colors and shapes, which will be used for example, on the Radar.
Configure a weighted aggregated rating
Once you have configured the aggregated rating for your group, you can apply the different weights for each criteria in use. Next to the rating criteria titles in the Dragzone, you can type in any positive natural number (4).
The weighting will then be used to calculate the aggregated average.
Note: The number of steps of the Aggregated Label must be equal to the maximum number of steps of the rating criteria used for aggregation.
Example: There are 3 evaluation criteria. The evaluation criterion with the most rating steps has 6 rating steps. Then the aggregated label must also be configured with 6 steps.
The ability to rate Elements, see average ratings, filter for ratings, or analyze ratings can be configured and assigned to certain user roles. Navigate to the Entity specific Permission Configuration in the Element Configuration. Search in the list for the rating permissions and assign/remove the different user roles.
How to rate an Element
A user can rate each Element once and adjust the rating afterward. See the guideline on how to rate an Element.