Apply or remove scorecards

Apply a scorecard to a component

You can apply scorecards using a few different methods in Compass:

1. Manually (default)
2. Automatically (via filters)

Automatic application can be set to apply based on these filters: - Component type (required) - Label - Tier - Team

Any Compass user, admin or non-admin, can apply these scorecards to a component.

To automatically apply scorecards to components:

1. When creating a scorecard, fill out required fields and select Automatically under Apply scorecard.
2. Select a component type filter first. Decide which component type this scorecard should apply to.
3. If you want to apply the scorecard more specifically, select + Add filter for as many filters you want to apply scorecards by from the options listed above. As you select filters, the number of components that will have this scorecard applied is shown.
4. When you're satisfied with your settings, select Next and finish creating your scorecard.

To manually apply a scorecard to individual components:

1. Go to the component's Overview page in Compass.
2. Select + Apply scorecard under the Scorecards section.
   • If there aren't any scorecards applied to the component yet, select the empty field under the Scorecards section.
3. Select the Choose a scorecard dropdown to view scorecards or start typing to search and select an applicable scorecard.
   • A scorecard becomes applicable to a component when the component type(s) that are set in the scorecard’s settings matches your component's type.
4. Select Apply.

The scorecard appears in the Scorecards section. It shows the component’s score based on the completed criteria. You can select the scorecard to view the scorecard details.

You can then review the unmet criteria and take actions to fulfill those criteria. Learn how to update the component’s score

Remove a scorecard from a component

To remove a scorecard applied manually to individual components:

1. Go to the component's Overview page in Compass.
2. Hover over the scorecard you want to remove from the component.
3. Select More actions > Remove.
4. Select Remove on the confirmation dialog to confirm your action.