Training modules/dashboard/slides/20804-configure-scoping-methods

Configure your scoping methods

You'll be prompted to configure each selected scoping method. The example screenshots here uses a PSID that corresponds to an Equity list. The process is similar for other scoping methods.

Step 5: Enter a PSID

Enter a PSID to use PetScan.

The Dashboard will prompt you to add a PetScan ID (PSID). Select one from the Equity lists or generate a PSID from PetScan based on your own variables.

Step 7: Update scoping from the Articles tab

After you course is published, click on the "Articles" tab of the Dashboard.

You can see which lists you have added on the Articles tab of the Dashboard. You can add additional sets of articles using any available scoping method, or remove them. The configured scopes will show an article count of 0 initially, but will reflect the size of the list once the Dashboard completes the first statistics update for your program.

The Articles tab shows the configured scoping methods.

Click 'Available Articles' to add individual articles for tracking.