When assessing the level of risk or compliance over a large number of questions, you may wish to use all responses given and give different weightings to each of these to come to a conclusion of the overall level of risk/compliance. Whilst this could technically be achieved by building the exhaustive conditional logic for all outcomes, a much simpler and robust way to achieve this is to set up a ‘scoring’ system within the module using calculate actions (or number value nodes).
In this example, we will build a basic ‘Know Your Customer’ checker module and implement a scoring system within it - with the objective of a ‘low’, ‘medium’ or ‘high’ level of risk being given to the end-user in the result node.
After creating a ‘Welcome’ Node explaining the module to the end-user with a simple ‘Continue’ button, then create an Action and select ‘Calculation’. You can then name the Action ‘Score’ and then set the calculation to 0. This Action establishes the score that will run in the background throughout the module.
Next, you can create a new Node to follow on from the first Score Node. For our example, we will ask which country the potential customer is from as a single select question with different countries for the user to choose from.
Then, create additional Actions following on from the new Node. You will need to create an Action for each unique score value available from the question. For example, if a score of either 5, 10, 20, or 50 points can be recorded following a question, then a total of 4 different action nodes will need to be created.
Each of these Actions will need both a condition to be set along the transition to them as well as the score calculation to be set on the node itself.
To set a condition, click on the transition line and then ‘Add Condition’ to then specify the logic required.
For each Action, set it as a Calculation and begin typing the name of your original scoring Action and you will then see the option to update the existing Action appear. Select this and you will see an icon of two arrows forming a circle next to the node title as confirmation it will be updating the existing score.
In the ‘Calculator’ field of the Action, look up the existing score value by using the @ symbol and select the name of your scoring Action. You can then use mathematical symbols to add to or subtract from the score. For example, if the user for this module selects ‘North Korea’ as the country, this would carry a high risk and we would therefore add a score of 50 to the score. If the user selects ‘UK’, this is a lower risk answer and we would add a score of 5.
Repeat the process of specifying the transition conditions and updating the score value for each of the Actions you have created following from the Node.
You can then repeat this process of creating new Nodes followed by calculation nodes for each input node that will contribute to the score, creating a conditional transition and calculation Action for each score adjustment. Always ensure that all possible eventualities are accounted for in order to avoid errors for the end user.
Keywords: percent; percentage; per cent; %