Core TSIs : Assessments & Observations : Working with... : Configuring a calculator for automatic topic score aggregation
Configuring a calculator for automatic topic score aggregation
For your convenience, Planon provides a system calculator to automatically add new aggregated topic scores for observations: Aggregated topic score calculator (system name AggregatedTopicScoreWeightedAverageCalculator).
The system app recalculates aggregated topic scores every time new topic scores are entered on an observation and then adds a new time-stamped record. The scores from the system calculator are based on a weighted average calculation method and rounded (decimal values are not supported). If you decide to use Planon's system calculator, you can enter the relevant weighting factors to the appropriate topic ranges.
Follow these steps to configure an existing calculator for the automatic aggregation of topic scores.
Procedure
1. Make sure you have configured relevant topics, topic levels and aggregated topic ranges.
2. Add the Aggregated topic score details field to the layout(s) of the Property / Space / Asset business objects that you are using for Assessments and observations .
This read-only field will show the latest information on the aggregated topic scores (gathered manually or automatically), such as the description of the Topic and Topic level, the actual latest aggregated Score and the latest time stamp, Date-time of score.
3. If you use the Planon system calculator: go to the Topics TSI and select the relevant topic(s).
4. Navigate to Topic scoring > Topic ranges.
5. Enter a Weighting factor for the relevant topic ranges.
This weighting factor will be applied by the system calculator.
6. Go to the Aggregated topic score calculators step.
7. In the elements list, select the default system calculator AggregatedTopicScoreWeightedAverageCalculator.
8. Or, on the action panel, click Add to add another calculator provided by Planon or a custom-built one, and select it.
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You can choose to build your own calculator(s) via Platform apps > App builder TSI by implementing the interface IAggregatedTopicScoreCalculator. See Apps Development for more information.
9. On the data panel fill in the relevant fields. Refer to Aggregated topic score calculator - fields for more information.
10. Click Save.
11. Navigate to the Topics selection level and link the calculator to the relevant topic(s) , via the Aggregated topic score calculator reference field.
The aggregated topic scores will be calculated automatically for the configured topics every time new scores are added for an observation on a property, space or asset. After ending the last observation, the Aggregated topic score calculator will be triggered to calculate a new score. These scores will be displayed in the Assessments and observations TSI at Details > Aggregated topic scores and in the Aggregated topic score details field on the layout(s) of Property / Space / Asset.