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Conga Support

Adding a Scorecard Answer Profile

Before Administrators can create a scorecard, they must create the scorecard components (i.e., categories and questions), and also create a profile containing the available responses to scorecard questions. The Answer Profile gives Administrators several options in creating the profile since it can contain as few as two (2) answers (True/False or Yes/No), or as many as five (5) answers to accurately answer scorecard questions. Administrators can also set up many different Scorecard Answer Profiles to accommodate different types of scorecards. For example, the following types of profiles can be created:

  • Basic Profile - contains only True/False (or Yes/No) responses and each response is assigned a weight of 1, 2, 3, 4, or 5 since the default rating system used in all Scorecard Answer Profiles must be between 1 and 5. For example, a 'Yes' response could be assigned a weight of "5" and a 'No' response  could be assigned a weight of "1."

  If the questions (or statements) in a scorecard will be worded in such a way that a Yes (or True) response will yield a higher scorecard rating, then a Yes (or True) response should be rated as a "5" and a No (or False) response should be rated as a "1." For example, if a scorecard contained questions such as "Has the company's Customer Service Department been responsive to our needs?" an Administrator would assign a weight of "5" to the 'Yes' response, and a weight of "1" to the 'No' response to ensure accurate scorecard ratings are captured.

  • Question Profile - contains at least one (1), but no more than five (5), responses to a scorecard question, along with an assigned weight for each response (e.g., 1 = Never, 2 = Rarely, 3 = Sometimes, 4 = Usually, and 5 = Always).
  • Statement Profile - contains at least one (1), but no more than five (5), responses to a scorecard statement, along with an assigned weight for each response (e.g., 1 = Strongly Disagree, 2 = Disagree, 3 = Neither Agree nor Disagree, 4 = Agree, and 5 = Strongly Agree).

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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  permission to use this feature.

C

Scorecards menu

Click on the Scorecard Answer Profiles button to display the Scorecard Answer Profiles browse screen.

Answer Profile Browse2

D

New Scorecard Answer Profile button

Click to display the Scorecard Answer Profiles screen.

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E

Answer Profile Name field

Enter a name for the answer profile.

Note: It is recommended that you enter a very distinct and descriptive name since you will be linking an Answer Profile to a scorecard category when you add a scorecard component.

F

Answer Profile Description field

Enter a description of the answer profile.

Note: If the text you enter exceeds the viewing area of the field, click the Expand link to display a window that will allow you to view the text in its entirety.

G

Add Answer button

Click to add a response for a scorecard question.

H

Name field

Click in the field and type over the existing text to enter a possible response for a scorecard question.

I

Value field

Click in the field and assign a numerical weight to the response. Repeat Steps G-I to until all the responses and values have been assigned to the Answer Profile.

J

Delete icon

Click on the icon to remove a response from the answer profile.

K

Save button

Click to add save your information and add a scorecard answer profile.