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Conga Support

Editing a Scorecard

A scorecard can be edited in several ways. You can change the name of the scorecard, edit its description, change its type, and re-weight its value. You can also add, edit, remove, and re-weight scorecard categories, as well as the questions/statements in a category. You can update the types of companies, contracts, and projects that can access the scorecard, and change the timeframe during which it is available to users.

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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 record

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

E

Search option

If you want to quickly locate a scorecard, enter the scorecard name or other identifier in the Search field and click the icon. To clear the search results, click the icon.

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F

Scorecard Name field

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

G

Scorecard Description field

Click in the field and type over the existing text if you want to edit the scorecard's description.

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.

H

Scorecard Type list

Update the selection in the list if you want to change the scorecard's type. The options are Company, Contract, and Project.

I

Scorecard Weight field

Click in the field and type over the existing value if you want to change the weight of the scorecard.

Note: The value in this field should equal the combined weight of all the categories in the My Categories section.

 

J

Categories and My Categories sections

Drag-and-drop categories back and forth between the My Categories section and the Categories section, as needed, to add and remove categories (and questions/statements) from the scorecard. You have successfully dragged a category when the icon displays. You can also use the delete icon to remove a category from the My Categories section.

Note: To view a list of the questions in a category, display the Scorecard Components browse screen, locate the category in question, and click on it to display a screen showing the questions for that category.

K

Weight field

Click inside the field to activate it, and edit the weight of the category, if needed.

Note: The combined total weight of all the categories in the My Categories section should equal the value in the Scorecard Weight field.

L

Restrictions tab

Click if you want to edit the types of companies, contracts, or projects that are linked to the scorecard.

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M

Company Restriction lists

Edit the selections in the Company Category, Company Group, and Company Type lists if you want to change the company categories, groups, and types that you want users to rate using the scorecard. To de-select an item, click on the selected item in the list. If you make no selections, users will be able to access the scorecard in all company profiles.

N

Contract Restriction lists

Edit the selections in the Contract Group, Contract Type, Agreement Type, and Legal Entity lists if you want to change the contract groups and types, agreement types, and legal entities that you want users to rate using the scorecard. To de-select an item, click on the selected item in the list. If you make no selections, users will be able to access the scorecard in all contract profiles.

O

Project Restriction lists

Edit the selections in the Project Group and Project Type lists if you want to change the project groups and types that you want users to rate using the scorecard. To de-select an item, click on the selected item in the list. If you make no selections, users will be able to access the scorecard in all project profiles.

P

Advanced Options tab

Click if you want to change the timeframe for using the scorecard.

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Q

Required check box

Select the check box if you want to make the scorecard required, or de-select the check box to make it optional. If the check box is selected, the scorecard prompt will continue to display every time the company, contract, or project profile is opened until the scorecard is completed.

R

Standard Repeating Scorecard check box

Select if you want the scorecard to become a standard scorecard, which is used repeatedly to rate companies, contracts, or projects.

S

Valid for x Days field

Edit the value in the field if you want to change the number of days you want the scorecard to be available via the Scorecards link in a Company, Contract, or Project Profile.

T

Save button

Click to save your changes and edit the scorecard.