Manage Criteria Groups

Create and manage sets of criteria for assessment and analysis.

Creating Criteria Groups

Criteria groups can be created from the 'All Groups' link in the criteria tab.

Supply a group name and format to create the group.

You will need to add at least one criteria to the group before it will function in the audit

Group Formats

  1. Multi Select / Single Select: Select groups are the most versatile groups for visualizations during the analysis phase. They can be visualized as bar charts, heatmaps, box plots and gap-charts. They show up as check boxes or radio buttons, respoectively.
  2. Text based Inputs (Text, Numbers, Dates, Ratings): These groups will require auditors to type in answers for each criteria. Each version will retrict the type of input the auditor can make for quality assurance purposes. E.g. Date fields are presented as calendar date-pickers, numbers are filtered for numbers only.
  3. Tags: Tag groups offer an autocomplete experience. As your audit goes one, tag selection should become faster and tag-varients should be minimized through the use of auto-complete. Often used when the criteria is more open ended and you are in discovery phase of the audit. Tags are visualized via treemap.
  4. Item Link: A way to link to items in XAP together. Useful to point to duplicates, parent pages, or next-best-links.

Editing Criteria Groups

Format

Be careful with this!

Changing a group type should only be done before any assessment has been done. Responses to some group formats do not transfer to others (E.g. Number groups can become text groups, but not the other direction).

Description

Descriptions accept Markdown formated text. They are viewable in the Criteria Doc page, the assessment form by clicking 'Group Details' and the manage criteteria page.

Add details to your group to help the auditors select criteria as consistently as possible.

Advanced Settings

Restrict to Source

Criteria can be restricted to only show for relevant audit sources. This is helpful if you have, for example, criteria only relevant to certain content types or channels.

Predicate Group

Think of this like nested groups. If a predicate group / criteria is selected the group will only appear for assessment if the predicate criteria is met. You can select 'any criteria' from the group, or a specific criteria.

This recursion can go as deep as you'd like, but be careful not to set groups as predicated of each other.

Do not set groups as predicates of each other. They will never appear.

Read Only

Group will show during the assessment for reference, but not be user-editable during the course of assessment. Useful for metrics or other imported data already validated as true.

Hide from Assessment

Groups will not be presented to the user during the assessment but will still be available for analysis

Adding Criteria

You can add criteria to your group from the group details page. Criteria can be re-ordered by dragging the bars icon.

At least one criteria will need to be present for the group to appear in the assessment.

Criteria can also be added during a CSV Import. Multi-select and Single select groups will auto populate based ont he file contents.

Editing Criteria

Once added you can click the criteria name to edit details about the criteria:

  • Description: Markdown compatible details about the criteria
  • XPath: A description of the location of specific content in HTML. This infromation is used by the X-ray feature on the item details page to automatically extract and apply responses to an item.
  • XPath Match: Used in combination with the XPath for single / multi select groups
  • Move Criteria: Criteria can be moved between supported groups. All responses are preserved. Useful for reorganizing criteria after an audit.