Configuring an evaluation method of the matrix type
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Prerequisites
- Access to menu Configuration > Priority > Evaluation Method or Configuration > Evaluation > Evaluation Method, depending on the component in which the method will be configured.
- Evaluation criteria of the matrix type previously configured.
Introduction
Matrix-type evaluation methods are used to classify tasks, projects, or initiatives based on criteria such as impact and effort, helping to identify the activities that should be prioritized.
There are three matrix-type evaluation method options: matrix, quantitative matrix, and BIA matrix.
In the SoftExpert Suite, it is possible to use the matrix-type evaluation method in the SoftExpert Risk, SoftExpert Process, and SoftExpert Action Plan components.
This article will cover matrix-type valuation methods; for illustrative purposes, the valuation method screen of the SoftExpert Risk component will be used, but the step-by-step process is the same for all components that have this option.
When performing the initial configuration of the matrix-type evaluation method, in the General tab , several options will be displayed that can be selected and that will not be covered in the videos; however, you can consult the Extra Information topic to learn more details about each option.
Configuring an evaluation method of the matrix type
The matrix-based evaluation method allows you to associate criteria with the matrix axes. See the step-by-step instructions on how to configure this method in the following video:
Additional information
See below for details of each option available in the evaluation method settings:
| Option | Definition |
| Display the [Result]* field. | Displays the field with the result obtained at the time of the evaluation. |
| Display value for quantitative criteria | This option will only be enabled when the Quantitative , Quantitative with Qualitative , or Matrix with Quantitative type is selected . |
| Provide the values for the criteria. | By selecting this option, you can specify the evaluation value for the criterion. |
| Use the result of the customized formula in residual risk. | By selecting this option, it is possible to use the result of the customized formula in the residual risk assessment at the time of evaluation. |
| Show justification* | By selecting this option, you can provide a justification at the time of evaluation. |
| View attachment | By selecting this option, you can include attachments during the evaluation process. |
| Display the [Significant] field in the evaluation. | By selecting this option, you can indicate, using the checkbox, whether the risk is significant at the time of assessment. |
| Display document | By selecting this option, it is possible to associate SoftExpert Documents during the evaluation process. |
| View workflow | By selecting this option, it is possible to associate SoftExpert Workflow workloads at the time of evaluation. |
| Show action plan | By selecting this option, it is possible to associate action plans from SoftExpert Action Plan at the time of evaluation. |
| Display treatment | By selecting this option, it is possible to associate SoftExpert Risk treatments at the time of assessment. |
For the matrix-type evaluation method , it is recommended to keep the "Show field" and "Show justification" fields checked.
Configuring an evaluation method of the quantitative matrix type
In the matrix-type evaluation method with quantitative data, a matrix-type criterion must be selected for each axis, with values derived from quantitative criteria.
Additional information
See below for details of each option available in the evaluation method settings:
| Option | Definition |
| Display the [Result]* field. | Displays the field with the result obtained at the time of the evaluation. |
| Display value for quantitative criteria | By selecting this option, the results of the quantitative assessments will display, in addition to the name of each category, its respective value. |
| Provide the values for the criteria. | This option will only be enabled when the Matrix or Matrix with Qualitative type is selected . |
| Use the result of the criterion formula. | By selecting this option, it is possible to use the result of the criterion formula at the time of evaluation. |
| Show justification* | By selecting this option, you can provide a justification at the time of evaluation. |
| View attachment | By selecting this option, you can include attachments during the evaluation process. |
| Display the [Significant] field in the evaluation. | By selecting this option, you can indicate, using the checkbox, whether the risk is significant at the time of assessment. |
| Display document | By selecting this option, it is possible to associate SoftExpert Documents during the evaluation process. |
| View workflow | By selecting this option, it is possible to associate SoftExpert Workflow workloads at the time of evaluation. |
| Show action plan | By selecting this option, it is possible to associate action plans from SoftExpert Action Plan at the time of evaluation. |
| Display treatment | By selecting this option, it is possible to associate SoftExpert Risk treatments at the time of assessment. |
For the matrix-type evaluation method , it is recommended to keep the "Show field" and "Show justification" fields checked.
Configuring an evaluation method of the BIA matrix type
The BIA matrix-type assessment method brings together all the necessary criteria to apply Business Impact Analysis (BIA) to the processes registered in the system.
Additional information
See below for details of each option available in the evaluation method settings:
| Option | Definition |
| Display the [Result]* field. | Displays the field with the result obtained at the time of the evaluation. |
| Display value for quantitative criteria | This option will only be enabled when the Quantitative , Quantitative with Qualitative , or Matrix with Quantitative type is selected . |
| Provide the values for the criteria. | This option will only be enabled when the Matrix or Matrix with Qualitative type is selected . |
| Use the result of the criterion formula. | This option will only be enabled when the "Matrix with quantity" type is selected . |
| Show justification* | By selecting this option, you can provide a justification at the time of evaluation. |
| View attachment | By selecting this option, you can include attachments during the evaluation process. |
| Display the [Significant] field in the evaluation. | By selecting this option, you can indicate, using the checkbox, whether the risk is significant at the time of assessment. |
| Display document | By selecting this option, it is possible to associate SoftExpert Documents during the evaluation process. |
| View workflow | By selecting this option, it is possible to associate SoftExpert Workflow workloads at the time of evaluation. |
| Show action plan | By selecting this option, it is possible to associate action plans from SoftExpert Action Plan at the time of evaluation. |
| Display treatment | By selecting this option, it is possible to associate SoftExpert Risk treatments at the time of assessment. |
For the matrix-type evaluation method , it is recommended to keep the "Show field" and "Show justification" fields checked.
Conclusion
With the evaluation method properly configured, it is possible to associate it with the object.