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Conga Support

Viewing Scorecards

The Scorecards browse screen in a Contract, Company, or Project Profile displays a listing of all the pending and completed scorecards, along with the their averaged scores.

Scorecards are viewed from the Scorecards browse screen in a Contract Profile, Company Profile, and Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to viewing scorecards in a Company Profile and Project Profile.

A

Scorecards link

Click to display the Scorecards browse screen. The link is appended by a number, indicating the number of scorecards contained in the profile.

Note: If the Scorecards link is not present, you do not have the permission to use this feature.

B

Scorecard records

View the list of scorecards and the current rating for each scorecard. If a scorecard has no value in the Score field, none of the people (members) assigned to the scorecard have completed it.

Note: To view additional information for a scorecard, click on a scorecard record to display its profile. From the profile, you can complete a scorecard, update your scorecard responses, assign another person to complete the scorecard, change the date on which "members" receive an email message, advising them they have been selected to complete the scorecard, archive a scorecard, and delete a scorecard.

C

Score field

View 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 completed the scorecard, that person's score appears in the Score field.

D

Ratings box

View the current rating for the contract, company, or project. The rating is the averaged value of all the completed scorecards.

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

E

Add Scorecard button

Click to add a scorecard to the profile and assign it to one or more members for completion.