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DMA Template Configuration

Audience: Admin, Strategy Manager
Page Type: How-To Guide
Phase: Cross-Phase (Setup)
Duration: 30–90 minutes (initial configuration)

What is DMA Template Configuration?​

The DMA Template Configuration page (under Library → DMA Config) is where ADMIN and STRATEGY_MANAGER roles customize how the Digital Maturity Assessment questionnaire looks for their organization.

Every tenant starts with a global baseline template maintained by the platform — a set of dimensions, capabilities, and questions covering standard digital maturity areas. From this page you can:

  • Exclude irrelevant global questions so they don't appear in your assessments
  • Add custom dimensions, capabilities, and questions specific to your organization's context

Note: This page configures the template. To launch an actual assessment and assign participants, go to Digital Maturity Assessment.

Plan Requirement: Requires the assessment_customization_dma feature on your plan.

Page Layout: Two Tabs​

Tab 1 — Global Template​

Shows the full global template in a collapsible tree:

Dimension
  └── Capability
        └── Question (with weight, extended flag)

Each question has a checkbox — uncheck it to exclude it from your tenant's assessments.

ControlDescription
✅ CheckedQuestion is included in assessments
☐ UncheckedQuestion is excluded (hidden from participants)
Save Exclusions buttonPersists your checkbox changes

Extended questions (tagged ext) are supplementary questions for organizations that want deeper assessment depth.

Tab 2 — Custom Dimensions​

Shows a tree of custom content your organization has added on top of the global template:

Custom Dimension
  └── Custom Capability
        └── Custom Question

All custom content is fully manageable (create / edit / delete).

Step-by-Step: Excluding Global Questions​

  1. Go to Library → DMA Config
  2. Open the Global Template tab
  3. Expand the dimensions and capabilities to browse questions
  4. Uncheck questions that are not relevant to your organization
  5. Click Save Exclusions

The excluded questions will no longer appear in any new or in-progress assessments for your tenant.

Tip: Be selective. Removing too many questions reduces the accuracy of your maturity score comparison against the global baseline.

Step-by-Step: Adding a Custom Dimension​

  1. Go to Library → DMA Config
  2. Open the Custom Dimensions tab
  3. Click + Add Dimension
  4. Fill in:
FieldRequiredDescription
Name (TR)YesDimension name in Turkish
Name (EN)YesDimension name in English
Description (TR)OptionalContext for participants
Description (EN)OptionalContext for participants
OrderOptionalDisplay order (lower number = first)
  1. Click Save

Step-by-Step: Adding a Custom Capability​

  1. Expand a custom dimension in the Custom Dimensions tab
  2. Click + Add Capability inside that dimension
  3. Fill in the name (TR/EN) and optional description
  4. Click Save

Step-by-Step: Adding a Custom Question​

  1. Expand a custom capability
  2. Click + Add Question
  3. Fill in:
FieldRequiredDescription
Question Text (TR)YesThe question shown to participants in Turkish
Question Text (EN)YesThe question shown in English
WeightYesRelative importance (1–10). Higher weight = more impact on score
OrderOptionalDisplay sequence within the capability
ExtendedOptionalToggle on for supplementary/advanced questions
  1. Click Save

Editing and Deleting Custom Content​

  • Click the edit (pencil) icon next to any custom dimension, capability, or question to modify it
  • Click the delete (trash) icon to remove it — a confirmation dialog will appear

Warning: Deleting a custom dimension also removes all its capabilities and questions. This action cannot be undone.

Note: Global template content (Tab 1) cannot be edited or deleted — only excluded.

Best Practices​

RecommendationReason
Keep global exclusions minimalPreserves comparability with the platform's maturity benchmark
Use consistent bilingual namesMost organizations have mixed-language teams
Set meaningful weightsHigh-weight questions have more influence on the final score
Group related questions under a shared capabilityKeeps reports readable
Review configuration at the start of each assessment cycleTemplates may need updating as the organization evolves

See also​