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 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 vs product vs legal docs. |
| Faster onboarding | New admins duplicate scorecards that already include the right resources. |
How to create scorecard with attached file or resource
- Open Roleplay → Manage Scorecards and open an existing scorecard for edit, 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 / 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. |
Related documentation