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Conga Support

Changing a Scorecard's Start Date

You can adjust the start date for a scorecard, which determines when the email message is sent out, notifying "members" that they have been selected to complete a scorecard.

A scorecard's start date is changed 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 changing a scorecard's start date in a Company Profile and Project Profile.

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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.

B

Scorecard record

Locate the scorecard whose start date you want to change, and click on it to display its profile screen.

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C

Change Scorecard Start Date button

Click to display a Change Scorecard Start Date window.

D

Calendar icon

Click on the icon to display a pop-up calendar, and select the new start date.

E

Submit button

Click to change the start date for the email distribution of the scorecard.

Note: If the scorecard has already been sent to one or more individuals, the revised date will affect future distribution of the scorecard to new people assigned to the scorecard.

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F

Start Date field

Verify that the start date has been changed.

Note: The Valid Until Date is also automatically changed to one year from the new start date.