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Conga Support

Editing a Completed Scorecard

You can change the responses you made to any of the questions in a contract, company, or project scorecard even if you have already submitted the scorecard. This feature is useful if you neglected to complete all the questions or if you want to change a response based on new information. However, you must re-answer all the questions since the new scorecard contains none of your previous answers. The Novatus system will re-calculate the score for the Contract, Company, or Project Profile using your updated answers to scorecard questions.

Edits to a scorecard can be made from Novatus or from the email message you received, advising you that you were selected to complete the scorecard.

Important: You may want to review your original answers in the Scorecards screen before making any updates to your scorecard.

Editing a Scorecard from the Email Message

The quickest and easiest way to edit a scorecard you have submitted is to revisit the link in the email message you received, inviting you to complete the scorecard.

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

Score Con11

A

Email link

Click on the Fill Out Scorecard link to go directly to a screen containing the scorecard questions.

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B

Scorecard Questions

Review the questions (or statements).

C

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.

D

Response radio buttons

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

E

Notes field

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

F

Submit button

Click to submit the revised scorecard.

 

Editing a Scorecard from Novatus

To edit a scorecard from the Novatus program, you must login to the program.

Scorecards are edited 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 editing a scorecard 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.

B

Scorecard record

Locate the scorecard that you want to revise, and click on it to select it.

C

Go To icon

Click on the icon to display the Scorecard screen. This icon only displays for your scorecard since you cannot edit the scorecards of others.

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

H

Submit button

Click to submit the revised scorecard.