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Conga Support

Viewing Scorecards

Scorecards are viewed and managed from the Scorecards browse screen. Once you select a scorecard, you can manage its Components, which include the categories and questions used in the scorecard, as well as its Answer Profile, which defines the individual responses to questions posed in the scorecard and the weighted value assigned to each response.

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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 Scorecards button to display the Scorecards browse screen.

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D

Scorecard records

View the list of existing scorecards. If you want to view additional information for a scorecard, click on a scorecard record to display the Scorecard Administration screen, where you can also edit and delete the scorecard.

E

Search option

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

F

New Scorecard button

Click to add a new scorecard.