Scorecards with attached resources
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 draw on the right document (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 case | How attachments help |
|---|---|
Rubric alignment | Each coaching question maps to sections of an official standard. |
Auditability | Reviews show evaluation tied to explicit reference material. |
Multi-framework programs | Different criteria reference methodology, product, or legal docs. |
Faster onboarding | New admins duplicate scorecards that already include the right resources. |
How to create a scorecard with an attached file or resource
- Open Roleplay > Manage Scorecards and open an existing scorecard for editing, or complete creation of a new one.
- In Settings or Details, find the Resources section (help text may explain that documents inform AI scoring for this scorecard).
- Choose Add Resources, select files from the Resources library, and confirm.
- If your workspace supports per-entry attachments: open a coaching question or criterion row and attach the relevant resource. Repeat as needed.
- Save the scorecard as draft or published, following your workflow.
Quick reference
Topic | Detail |
|---|---|
What it controls | Which documents inform scoring and feedback for this scorecard. |
Levels | Whole scorecard; optionally individual criteria where the product supports it. |
Typical path | Manage Scorecards > [scorecard] > Settings / Details > Resources. |