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Conga Support

Scorecard Profile

The Scorecard Profile provides basic information on the scorecard, including the members who have been assigned to complete it, and the date on which it was made available to members. The profile also allows you to view the responses each member has made to the scorecard questions.

  Although the Contract Profile is used in the example below, the same components apply to a Scorecard Profile in a Company Profile and Project Profile.

Open a Scorecard Profile by clicking on a record in the Scorecards screen.

ScoreProfile.png

A

Scorecard data fields

Review the basic information for the scorecard.

B

Member records

Review the list of people who were assigned to complete the scorecard. Click on a member record to display the responses that the person made to each of the scorecard questions.

C

Scorecard questions, responses, and values

Review the scorecard questions and the person's responses, along with the numeric value assigned to each response.

  • A 1-5 rating system is used for all questions, and Novatus translates the sum of these values into a percentage rating. In the example shown, the calculation for the Customer Service category was 68 based on responses to the five (5) questions, Product Evaluation was 100 since all four responses received the highest rating (5), and Product Comparison was 75, for an average score of 82 (68 + 100 + 75 / 3).

D

Score field

Identify the score assigned to each person, which is calculated based on their responses to scorecard questions.

If there is no value in the Score field, the person has not yet completed the scorecard.

E

Go To icon

Click  to be directed to the Novatus Portal where you can complete the scorecard.

This icon only displays if you have not yet completed a scorecard that was assigned to you.

F

Delete icon

Click Icon Delete to delete a pending or completed scorecard.

This icon only displays for the user assigned to the scorecard, and the user who created and assigned the scorecard.

G

Add Scorecard Member button

Click to assign the scorecard to another person for completion.

H

Change Scorecard Start Date button

Click to change the date on which the scorecard will be emailed to the people selected to complete the scorecard.

I

Archive Object Scorecard button

Click to archive the scorecard so that it is no longer available to users.