Apply or remove scorecards

Before you begin

• If your site uses a restricted permission policy, you must be the owner of the scorecard you're changing or a product admin.

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

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

After being applied to a component, 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

Manually apply a scorecard to a component

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.

Remove a manually applied scorecard from a component

To remove a scorecard applied manually to individual components:

1. Go to the component's Scorecards 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.

Automatically apply a scorecard to a component using filters

Automatic application can be set to apply based on these filters:

• Component type (required)
• Label
• Tier
• Team

If you use multiple filters, they will be ANDed together.

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. If you want to allow this scorecard to be deactivated from select components manually, check the box in the Deactivation settings section.
5. When you're satisfied with your settings, select Next and finish creating your scorecard.

Deactivate an automatically applied scorecard for a component

Each automatically applied scorecard has an option to allow the scorecard to be deactivated from select components manually. Enabling this option gives component owners more control over the scorecards that should apply to their components.

To deactivate a scorecard:

1. Go to the component's Scorecards page in Compass.
2. Hover over the scorecard you want to deactivate.
3. Select More actions > Deactivate.
4. Select Confirm on the confirmation dialog to confirm your action.

To reapply a deactivated scorecard:

1. Go to the component's Scorecards page in Compass.
2. Select the Inactive tab.
3. Select the deactivated scorecard you want to activate.
4. In the scorecard drawer, select Reapply scorecard.