Rating scales can be edited after the opportunity has been launched, up to the point where reviewers have been assigned to the specific routing step. The rating scales are locked from editing after reviews have been assigned (even to a test application).


If you do need to update the rating scales after reviews are assigned, please review this article.


If you add another routing step after reviews have been assigned to a previous routing step, you will be able to edit the scales at the time of creation. Once you click Save Edits on the right, you will no longer be able to edit those scales.


Note: If you're still testing out your process, you can safely delete and re-create the routing step to be able to edit the scales, or you can make a copy to start a new draft and continue testing on that new version.


Steps to Edit the Rating Scale(s)

1. Return to edit mode and go to the Routing Steps page. 

2. Scroll down to the first rating scale you need to edit and click Edit Rating Range.

Administrator view of routing step with Edit Rating Range link outlined in red.

3. Edit the Lowest and Highest numbers to reflect your desired rating scale.

  • The numbers cannot be negative, but you can use 0 as the lowest value.
  • If you want the lowest number to be the highest rating value (i.e., an inverted scale), check the box below.

4. Click Save.

5. Scroll down to repeat for any/all scales you need to edit.

Edit Range modal. Save button outlined in red.


6. Click Save Edits on the right when all scales are complete.

Save Edits button outlined in red.

Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.