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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.

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A

Navigation Toolbar

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

B

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.

C

Scorecards menu

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

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D

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.

E

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.

F

New Category button

Click to add a new scorecard category.

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