Scorecards allow users to rate companies, contracts, projects, as well as any of the other information linked to Company, Contract, and Project Profiles, such as products and services. A user with the Scorecard Admin permission is responsible for setting up scorecards, which involves three separate procedures:
- Scorecard Answer Profile - The possible responses to the questions in a scorecard are identified and assigned a value of 1-5, which is the default rating system for scorecard answers.
- Scorecard Components - Categories are defined and questions are written for each category. The weight of a category should equal the combined weight of the questions in the category.
- Scorecards - Individual scorecards are created using one or more of the pre-defined component categories (and questions). The weight of a scorecard should equal the combined weight of all the categories in the scorecard. Administrators make scorecards available for specific company, contract, and project groups/types so that users are prompted to complete the scorecard when they open the profile. Administrators can also limit the time frame in which scorecards are available for completion.
Once a scorecard is linked to a Company, Contract, or Project Profile, a user can assign the scorecard to themselves, as well as others using the Scorecards link in the profile. All users that have been assigned to complete a scorecard receive an email message with a link to the Conga Contracts Portal where they can provide their answers and complete the scorecard. Results of scorecard ratings are displayed numerically in the upper right-hand corner of a Company, Contract, or Project Profile screen in color-coded score boxes. The color of a score box depends on the rating: 81-100 = green, 61-80 = yellow, 41-60 = orange, and 0-40 = red.
Scorecard Answer Profiles
A Scorecard Admin must identify the options they want to give users in answering the questions (or statements) in a scorecard. An Answer Profile can contain as few as two responses (True/False or Yes/No) or up to 5 responses to accurately answer a question (or rate a statement). Following are four examples of rating systems using the default 1-5 rating system:
- True = 5 and False = 1
- Yes = 5 and No = 1
- Always = 5, Usually = 4, Often = 3, Sometimes = 2, Never = 1
- Strongly Agree = 5, Agree = 4, Neutral = 3, Disagree = 2, Strongly Disagree = 1
A Scorecard Admin can perform the following tasks related to Scorecard Answer Profiles:
A Scorecard Admin must define the categories that will be used in scorecards, and then write the individual questions for each category, keeping in mind that they can use one or more of these categories (and questions) in each scorecard. Therefore, in defining the categories, it is recommended that each category be given a name that clearly identifies whether it is applicable to rating a company, contract, or project. It is also recommended that the questions (or statements) in a category are worded similarly so that a positive response, such as Always or Strongly Agree, will elicit a high rating, whereas a negative response, such as Never or Strongly Disagree, will elicit a low rating. For example, you would not include both of these questions in the same category since they elicit opposite responses and will not yield an accurate rating:
- Are deliveries made on time?
- Are items missing from deliveries?
A Scorecard Admin can perform the following tasks related to Scorecard Components:
Once a Scorecard Admin has created at least one Answer Profile, and at least one Component (category with questions or statements), they can create a scorecard. A Scorecard Admin should restrict the use of each scorecard to specific company, contract, or project groups/types so that users are prompted to complete the scorecard only when they open a profile that has been linked to a scorecard. Finally, a Scorecard Admin determines how long a scorecard is available by indicating the number of days it is valid.
A Scorecard Admin can perform the following tasks related to Scorecards:
There is also a Scorecard Viewing permission that allows users to view, but not edit scorecards.