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Conga Support

Completing a Scorecard

You are notified via email whenever you have been selected to complete a Contract, Company, or Project scorecard. The email message for a Contract Scorecard contains three links: (1) one that takes you directly to the scorecard (2) one that takes you to the Company Profile in case you want to review any of the company information before you complete the scorecard, and (3) one that takes you to the Contract Profile if you want to view the contract document before you complete the scorecard. The email message for a Company Scorecard contains two links: one to the scorecard and one to the Company Profile. Similarly, the email for a Project Scorecard also contains two links: one to the scorecard and one to the Project Profile.

The Fill Out Scorecard link does not require any login information and simply takes you to a screen containing the scorecard questions, which you can answer and then submit the scorecard. The Go To Contract Profile, Go To Company Profile, and Go To Project Profile links will initially take you to the Novatus Contract Management Software login screen, where you will be required to enter your user name and password before being directed to the profile.

Important: You can also complete a scorecard directly from a Contract ProfileCompany Profile, or Project Profile. in the Novatus system. In the appropriate profile, click on the Scorecards link to display the Scorecards browse screen. In the browse screen, locate your scorecard in the list, and click on it to display its profile screen. In the profile screen, locate the icon in the By Members section of the screen, and click on the icon to jump to the screen containing the scorecard questions.

   The email shown below is for a Contract Scorecard, but the display is similar to the email received for both a Company Scorecard and Project Scorecard.

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A

Subject Line

The subject line for a scorecard is Novatus Contact Manager Scorecard Request.

B

Email Message Body

Review the body of the message, which provides information on the company, contract, or project being rated by the scorecard.

C

Email links

  • Click on the Fill Out Scorecard link to go directly to a screen containing the scorecard questions.
  • Click on the Go To Company link if you want to view information on the company before filling out the scorecard. You will be directed to the Novatus Contracts login screen.
  • Click on the Go To Contract link if you want to view the contract document being evaluated before filling out the scorecard. You will be directed to the Novatus Contracts login screen. There will be a Go To Project link if the email is for a project scorecard.

Note: If you elect to visit a profile first, you can access the scorecard from the profile by clicking on the Scorecards link to display the Scorecards browse screen. In the browse screen, locate your scorecard in the list, and click on it to display its profile screen. In the profile screen, locate the icon in the By Members section of the screen, and click on the icon to jump to the screen containing the scorecard questions.

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D

Scorecard Questions

Review the questions (or statements).

E

Instructional or Informational statement

If you need assistance with a question (or statement), review the instruction or information displayed in gray text directly beneath it. Your Administrators have provided help in answering the question or rating the statement.

F

Response radio buttons

Click inside the radio button that corresponds to the response you want to provide for a question (or statement).

G

Notes field

If appropriate, enter information to support, or explain, your response in the corresponding Notes field.

H

Submit button

Click to submit the completed scorecard.

I

Cancel link

Click if you want to complete the scorecard at a later date. You can reopen the scorecard from the links in your email message or by logging into the Novatus Contracts program. However, any responses you make will not be saved between sessions.