Create, view, update, and delete scorecards

Create a scorecard

In Compass, you can create new scorecards to measure the health of your components based on your unique requirements.

Creating your own scorecards enables you to:

• define company-wide standards and policies to ensure that all teams are aiming for the same standards

• define team-level standards to ensure they follow their own best practices, in addition to the company-wide standards

Before you begin

Before you create a new scorecard, make sure you:

• check if the default readiness scorecard already fulfills your requirements

• understand the different scorecard standards so that you can use a particular standard for your scorecard

Create a scorecard

We’ll show you how to create custom scorecards in Compass.

To create a scorecard:

1. In Compass, select Settings () from the top navigation.
2. On the Scorecards page, select Create scorecard.
3. Enter the scorecard’s Name and Description.
4. Select an Owner. Start typing a name and select the user from the list.
   • An owner is someone who is an expert in the subject area and can be the point of contact. Adding an owner is optional, but we recommend you add one.
5. Select a Component type.
   • The scorecard becomes available for the components of this type.
6. Select a Standard.
   • Only Compass admins can set the standard as Required. Both, admin and non-admin users can set the standard as Recommended or User-defined.
7. Under Criteria, select a criterion from the list and enter a percentage that reflects its importance.
   • You must add at least one criterion. The sum of the percentages for all criteria must be 100%.
8. If you need to add another criterion, select Add criterion. Then select a criterion and enter its percentage.
9. Select Create.

If the scorecard has a Required standard, Compass implicitly applies it to all components with a matching component type that you set in the scorecard’s settings. A scorecard with the Recommended or User-defined standard is available for you to apply manually.

Require a component type to use a scorecard

In Compass, you can require components of a particular type to use a scorecard. To do so, you must set the scorecard’s standard as Required. Learn more about scorecard standards

To require a component to use a scorecard:

1. In Compass, select Settings () from the top navigation.
2. Locate your scorecard on the Scorecard page and select Edit.
3. Select Required from the Standard list.
4. Select Save.

The scorecard implicitly applies to all components having the same component type as the one you set in the scorecard’s settings. Any other changes, such as criteria or their percentages, reflect in the scorecards for all associated components.

Delete a scorecard

You can delete scorecards that you no longer want to use.

To delete a scorecard:

1. In Compass, select Settings () from the top navigation.
2. Locate the scorecard on the Scorecards page then select Delete on it.
   • Only Compass admins can delete scorecards having the Required standard. Both, admin and non-admin users can delete scorecards having the Recommended and User-defined standard.
3. Select Delete on the confirmation dialog. The scorecard no longer applies to any associated components and no longer exists in Compass.

Admin and non-admin functions for a scorecard

Depending on your user permissions in Compass, you can perform the following scorecard functions:

Scorecard standards

A scorecard's standard describes a field selection when creating a scorecard that lets you make a scorecard required, recommended, or user-defined.

Scorecards in Compass can have one of the following standards:

Required

Required scorecards are mandatory for all components, where a component’s type matches the component type that you set in the scorecard’s settings. Compass implicitly applies a required scorecard to all the applicable components.

Use this standard to apply organization-wide criteria to components and ensure that all teams are following the same operational best practices.

Depending on your user permission in Compass, you can perform different functions for required scorecards. Learn more about the admin and non-admin scorecard functions

Recommended

Recommended scorecards are generally available for components, where a component’s type matches the component type that you set in the scorecard’s settings. These scorecards are not mandatory but are the ones that your organization recommends the teams use for all applicable components.

Use this standard to apply criteria defined by cross-product or platform teams, such as SRE, security, or DevOps, to components of a particular type.

Depending on your user permission in Compass, you can perform different functions for recommended scorecards. Learn more about the admin and non-admin scorecard functions

User-defined

User-defined scorecards are highly customizable for your components, where a component’s type matches the component type that you set in the scorecard’s settings. These scorecards are not mandatory across the organization, but you can use them for specific components as per your needs.

Use this standard to apply custom criteria that are very specific to your team’s components.

Depending on your user permission in Compass, you can perform different functions for user-defined scorecards. Learn more about the admin and non-admin scorecard functions

Readiness scorecard

Your Compass site comes with the following default scorecard:

Readiness scorecard

The readiness scorecard measures how ready your service is for use in a production environment and guides you towards further improving it. It is applicable for service components. It has a Required standard, meaning that it is mandatory for all service components.

The scorecard has the following criteria and weight for each criterion:

Depending on your user permission in Compass, you can perform different functions for the readiness scorecard. Learn more about the admin and non-admin scorecard functions