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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 the pending and completed scorecards for the contract.  The link is appended by a number, indicating the number of scorecards that have been added to the profile.

The current contract rating is displayed numerically in the Contract Profile header in a color-coded score box, such as Icon83.png. This value is calculated by Novatus and reflects the average value of all the scorecards completed for the contract.

  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 browse screen, open a Contract Profile, and scroll to the Links section of the screen.

ScorecardLink.png

A

Scorecards link

Click to display the Scorecards browse screen.

B

Scorecard records

Review the list of scorecards completed for the contract, along with the members who were selected to complete each scorecard.

C

Score field

Identify the averaged score for the scorecard, which is calculated by adding all the scorecard totals and dividing the grand total by the number of people who completed the scorecard.

If only one person completes a scorecard, that person's score appears in the field. If a scorecard has no value in the Score field, none of the people assigned to the scorecard have completed it.

D

Ratings box

View the current scorecard rating for the contract, company, or project.

  The ratings box is color-coded based on the rating: 81-100 = green, 61-80 = yellow, 41-60 = orange, and 0-40 = red.

E

Column display 

To customize the information in a browse screen, hover over a column heading until the  icon displays, and click on it to open the Sort/Column menu.  Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.

F Sort option  To sort the information in a column in ascending or descending order, click (toggle) on the column heading.

G

Reorder and Resize Columns

  • To resize a column, hover over the right or left border of the column heading until the resize  icon appears. Then, click and drag the border to the desired width.
  • To move a column to a different location in the browse screen, click on the column heading and drag it to the left or right, dropping it in the desired location. When the  icon displays, you are successfully moving the column.

H

Add Scorecard button

Click to add a scorecard to the Contract Profile.