Custom Factors

Ovation comes with 50-plus Included Factors that cover the fundamentals of strong communication. If they don't match your exact goals, you can create Custom Factors (Personal or Organization).

Personal Factors

Personal Factors exist only in your account—they are not visible to other members in your organization.

How to Create Personal Factors

Step 1: Sign in to the Ovation web portal and visit the Factors page. Select the Create Factors tab, then press ‘Create Personal Factor’.

Step 2: Select which Scenario(s) this Factor can be used with (or check ‘All’).

Step 3: Add a Label and AI Instructions. In as little as a sentence or two, tell Ovation how you want to be evaluated.

Step 4: Press ‘Save’. Once the Factor is saved, you can then apply it.

How to Apply Personal Factors to Scenarios

After you create a Personal Factor, you can then apply it to the Scenario.

Step 1: On the Factors page, select the Update Factors tab.

Step 2: Select the Scenario to update, and set the 5 Factors that should apply to it.

Step 3: Press ‘Update’. You can now launch Ovation, and the 5 Factors you selected will be included in future reports.

Organization Factors

Schools, companies, and training programs can publish Factors to everyone in the organization, keeping feedback aligned with a shared rubric.

How to Create Organization Factors

Step 1: Sign in to the Ovation web portal and visit the Organization Factors page. Select the Create Factors tab, then press ‘Create Organization Factor’. Note: To access this page, you must have the Facilitator, Manager, or Admin role.

Step 2: Select which Scenario(s) this Factor can be used with (or check ‘All’).

Step 3: Add a Label and AI Instructions. In as little as a sentence or two, tell Ovation how you want to be evaluated.

Step 4: Press ‘Save’. Once the Factor is saved, any member of your organization can then apply it.

How to Override Ovation Defaults with Organization Factors

Ovation applies Included Factors as defaults to all scenarios. Organizations can override these defaults.

Step 1: On the Organization Factors page, select the Default Factors tab.

Step 2: Select the Scenario to update, and set the 5 Factors that should apply to it.

Step 3: Press ‘Update Defaults’. Once updated, all existing and future organization members will now use these as default Factors for that scenario (unless they have set their own Personal Factors for that Scenario).

Customize Factors Video Tutorial