Scorecards with attached Resources

Scorecards can have resources attached so evaluation and coaching follow the frameworks and guidelines in those documents. Attachments create a direct link between scoring criteria and reference materials, supporting structured, consistent feedback and recommendations.

Why use it?

  • Rubric integrity — Feedback tracks documented standards, not ad hoc interpretation.
  • Traceability — Stakeholders can see scoring grounded in named references.
  • Per-criterion precision — Where supported, each line item can lean on the right doc (for example security vs pricing).

Description

Once resources are linked to a scorecard (or to individual entries), the system can use that content when scoring conversations and surfacing coaching guidance, so outcomes align with the attached frameworks.

Scorecard-level attachment applies the documents across the whole evaluation. Entry-level attachment (where available) ties particular criteria to particular files—for example one question anchored to a security whitepaper and another to a discount policy.

Limits on how many files attach per scorecard or per row are defined by your product or tenant settings.

Use cases

 

Use caseHow attachments help
Rubric alignmentEach coaching question maps to sections of an official standard.
AuditabilityReviews show evaluation tied to explicit reference material.
Multi-framework programsDifferent criteria reference methodology vs product vs legal docs.
Faster onboardingNew admins duplicate scorecards that already include the right resources.

How to create scorecard with attached file or resource

  1. Open RoleplayManage Scorecards and open an existing scorecard for edit, or complete creation of a new one.
  2. In Settings or Details, find the Resources section (help text may explain that documents inform AI scoring for this scorecard).
  3. Choose Add Resources, select files from the Resources library, and confirm.
  4. If your workspace supports per-entry attachments: open a coaching question / criterion row and attach the relevant resource; repeat as needed.
  5. Save the scorecard as draft or published, following your workflow.

Quick reference

 

TopicDetail
What it controlsWhich documents inform scoring and feedback for this scorecard.
LevelsWhole scorecard; optionally individual criteria where the product supports it.
Typical pathManage Scorecards → [scorecard] → Settings / DetailsResources.

Related documentation

 

 

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