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Conga Support

Viewing Scorecard Components

Scorecard categories are viewed and managed from the Scorecard Components browse screen. Once you select a component category in the browse screen, you can also view and manage the individual questions in that category.



Navigation Toolbar

Click on Admin to display a menu of your administrator functions.


Scorecards link

Select to display a secondary menu.

Note: If the Scorecards link is not present, you do not have the permissions to use this feature.


Scorecards menu

Click on the Scorecard Components button to display the Scorecard Components browse screen.



Scorecard Category records

View the list of existing scorecard categories. If you want to view additional information for a scorecard category, click on a category record to display the Scorecard Components screen, where you can also edit or delete the scorecard category, as well as the questions in that category.


Search option

If you want to quickly locate a specific category, enter search criteria for the category in the Search field, and then click on the icon. To clear the search and display all category records, click the icon.


New Category button

Click to add a new scorecard category.

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