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Conga Support

Adding a Member to a Scorecard

You can assign additional people to complete a scorecard, which will affect the overall rating for the Contract, Company, or Project Profile. You can also add yourself as a scorecard member in the event you were not initially included.

Important:  Before assigning another person the responsibility of completing a scorecard, you may want to change the scorecard's start date. Otherwise, the email request to complete the scorecard will be sent out immediately if the original start date has already passed.

A member is added to a scorecard 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 adding a member to a scorecard 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.

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

B

Scorecard record

Locate the scorecard that you want to assign to people other than those originally assigned to complete the scorecard. Click on the scorecard record to display its profile screen.

Score Con9

C

Add Scorecard Member button

Click to display the Address Book.

D

Address Book records

Locate the person, or the distribution list, you want to complete the scorecard, and click on the record to select it. A selected person's email address, or the name of the distribution list, appears in the Addresses list box at the top of the screen. To remove a person's name or a distribution list from the list box, click on the corresponding icon. Continue selecting all the people (or additional distribution lists) you want to complete the scorecard.

E

Search option

To quickly locate a person or a distribution list, type the first few letters of the person’s name or the name of the distribution list in the Search field, and click on the icon. To clear the filter, click on the icon.

Note:  If you only know part of the person's name, or part of the distribution list name, use a leading and/or trailing wild card (denoted by an asterisk "*"). For example, if you know the person works at Novatus, and therefore has a Novatus email address, you could enter *nov* in the Search field.

Important: Use the Search Filter to limit the fields that are searched by clicking on the button to display a list of searchable fields. Select only the check box(es) for the field(s) you want to search to guarantee accurate results.

F

Submit button

Click to select the people (or distribution list) you want to complete the scorecard, and close the Address Book.

Score Con10

G

Member record

Verify that the people (or members of the distribution list) have been added to the By Members section of the screen.