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Conga Support

Scorecards Link

The Scorecards link in a Contract Profile is used to display a Scorecards browse screen, which stores all of the pending and completed scorecards for the contract. The current contract rating is displayed numerically in the Contract Profile header in a color-coded score box (e.g., ). This value is calculated by Novatus and reflects the average value of all the scorecards in the browse screen.

  Score boxes are color-coded depending on the rating: 81-100 = green, 61-80 = yellow, 41-60 = orange, and 0-40 = red.

To access the Scorecards link, open a Contract Profile, and scroll to the Links section of the screen.

A

Scorecards link

Click to display the Scorecards browse screen. The link is appended by a number, which indicates the number of users who have completed a scorecard for the contract.

B

Scorecard records

  • View the list of scorecards completed for the contract.
  • Locate the scorecard whose information you want to view, and click on the scorecard record to display its Profile (shown below). From the profile, you can complete a scorecard, edit a scorecard you have completed and submitted, add a member so that another person is required to complete the scorecard, change its availability date, archive a scorecard, or delete a scorecard you have completed.

Note: If a scorecard has not yet been completed by any of the "members" assigned to the scorecard, there will be no value in the Score field.

C

Ratings box

View the current rating for the contract, which is an average calculated value of all completed scorecards.

D

Add Scorecard button

Click to add a scorecard to the Contract Profile.

E

Sort option

If you want to change the sort order of the data in a column, click on the column heading to toggle the sort order.

F

Column Display option

If you want to filter the display of information in a screen, click on the arrow icon to the right of any column to display the Sort/Column menu, and select Columns to display a list of available fields. Select the fields you want displayed in the browse screen by clicking in the check box to the left of the field.

G

Reorder and Resize Columns

  • To resize a column, mouse over the right or left border of the header until the resize icon appears. Then, click on the border and drag it until the column is the desired width.
  • To move a column to a different location in the browse screen, click on the column header and then drag it to the left or right, and drop it in the desired location. If you are successfully moving a column of data, the icon displays during the move.

H

By Members section

View the list of people who have been assigned to complete the scorecard.

I

Member record

To view the scorecard questions and a member's responses to the questions, click on a member record. The scorecard questions, along with the member's responses and any notes provided by the member display below the member record(s). The values assigned to the member's responses also displays, along with the percentage conversion (0-100%), as calculated by Novatus.

J

Score field

View the rating given by the person who completed the scorecard. If the field is blank, the "member" has not yet completed and submitted the scorecard.

K

Jump To icon

Click the icon to be directed to a screen where you can complete the scorecard.

Note: This icon is only present if you are the person who completed the scorecard.

L

Delete icon

Click the icon if you want to delete the scorecard.

Note: This icon is only present if you have permissions to manage scorecards.

M

Add Scorecard Member button

Click to assign the scorecard to another member for completion.

N

Change Scorecard Start Date button

Click to change the date on which the scorecard is available to members (i.e., the date on which an email is sent to each member, requesting him/her to complete the scorecard).

O

Archive Object Scorecard button

Click to archive the scorecard.