Scorecards is a feature that allows users to rate companies, contracts, projects, products, and services, as well as any of the other components in the Novatus system. Users with the Scorecard Admin permission are responsible for setting up scorecards, which involves three separate processes:
- 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.
- Scorecard Answer Profile - The possible responses to the questions in a scorecard are identified and assigned a value of 1-5 since this is the default rating system for scorecard answers.
- 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 link scorecards to specific company, contract, and projects 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 other users via 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 Novatus 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 Admins must define all the categories that will be used in the scorecarding process, and then write the individual questions for each category, keeping in mind that they will be using one or more of these categories (and questions) when they create the individual scorecards. Therefore, in defining the categories, it is recommended that several categories are created and that they are given names that can readily be applied to companies, contracts, or projects. It is also recommended that the questions (or statements) in a category are general enough so that users will not have any difficulty in answering a question or rating statement.
Scorecard Admins can perform the following tasks related to Scorecard Components:
Scorecard Answer Profiles
Scorecard Admins must then identify the options that 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 as many responses as are needed to accurately answer a question (or rate a statement).
Scorecard Admins can perform the following tasks related to Scorecard Answer Profiles:
Once a Scorecard Admin has created at least one Answer Profile, and defined all the categories and written the questions (or statements) for each category, they must then create individual scorecards. Each scorecard can use one or more of the pre-defined categories, which include all the questions in the category. A Scorecard Admin then links each scorecard to specific types of companies, contracts, or projects so that users are prompted to complete the scorecards 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, or by making it a standard scorecard so that it is always available.
Scorecard Admins can perform the following tasks related to scorecard components:
There is also a Scorecard Viewing permission that allows users to view, but not edit scorecards.