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Conga Support

Editing a Scorecard Answer Profile

A Scorecard Answer Profile can be edited in several ways. You can change the name of the answer profile and edit its description. You can also add, edit, and delete responses to scorecard questions, as well as update the values assigned to individual responses.

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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.

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D

Scorecard Answer Profile record

Locate the Answer Profile you want to edit, and click on it to display its Scorecard Answer Profile screen.

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E

Answer Profile Name field

Click in the field and type over the existing text if you want to edit the name of the answer profile.

F

Answer Profile Description field

Click in the field and type over the existing text if you want to edit the description of the answer profile.

G

Add Answer button

Click if you want to add another response for a scorecard question.

H

Name field

Click in the field and type over the existing text if you want to edit the response for a scorecard question.

I

Value field

Click in the field and enter a different value if you want to reassign the numerical weight for the response. You can also use the increment/decrement arrows to adjust the value.

J

Delete icon

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

K

Save button

Click to add save your updates and edit the scorecard answer profile.