Ranking Bands and the Ranking Scale
Every grant scores applications from 0 to 100. Ranking Bands let you decide what those numbers are called in your own words, and which of them an assessor is allowed to give.
Where to find it
- Open your grant.
- Click Settings in the left sidebar.
- Under Evaluation & Scoring, click Ranking Bands.
Saving changes here needs grant admin access.
Naming the bands
Your grant starts with three bands: No from 0, Maybe from 50, and Yes from 70. These are the labels Optible has always used, so nothing changes until you rename them.
A band has a name and an Applies from value. It runs until the next band starts. The first band always begins at 0 and the last always runs to 100, so every possible rank falls into exactly one band and you never have to set an upper limit.
Rename them to whatever your panel actually says. A grant might use Poor, Okay and Great. Another might use four bands for a due diligence review. Add or remove bands with Add band and the bin icon.
Once you save, the band name replaces Yes, No and Maybe wherever a rank is summarised: the verdict column on your applications list, the panel view, the ranking panel on an application, the spreadsheet export, the PDF export, and any letter that includes the verdict.
Choosing what an assessor can enter
The Scale setting decides which values an assessor can give.
- Free lets an assessor enter any whole number from 0 to 100. This is how Optible has always behaved.
- Steps of 5, 10, 20 or 25 restricts them to those intervals.
- Match bands offers only the boundaries you drew, so an assessor picks a band rather than a number.
- Custom values takes your own list, such as 0, 20, 50, 80, 100.
The values you end up with are shown as chips under the buttons, and the band table gains a Values in band column so you can see which of them land in each band before you save. A scale has to include both 0 and 100, so an assessor can always reach either end of the range.
Optible's own score is not restricted by the scale. It keeps its full precision, which is what lets you see where an assessor ranked an application higher or lower than Optible did.
Criteria group findings
The second table on the page names a criteria group's score rather than the application's overall rank. This is what a due diligence report quotes when it describes a finding as minor, major or severe.
Leave it empty and each criteria group shows its score on its own, with no label. That is what every grant does until you set it up.
If you want the same words at both levels, tick Use the same bands for applications and criteria groups. The page then shows one table and applies it to both.
What to expect
Renaming a band changes existing applications straight away. The label is worked out from your current bands each time it is shown, so an application assessed last month reads with the new name the next time someone opens it. The rank itself does not move, only what you call it.
Changing the scale works the other way round. Scores already given stay exactly as they are. If an assessor scored an application 63 and you later move to steps of 20, that 63 sits where it is, and the new scale applies only to scores entered from then on.
Colours are not something you choose. The lowest band shows red, the highest green, and anything between amber, which keeps them readable whether you have two bands or six.
For how the scores themselves are calculated and rolled up, see Criteria Scoring.