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Conga Support

Adding a Scorecard

A scorecard can be added to a Contract, Company, or Project Profile to capture performance in a number of areas. Your Administrators create all your scorecards and then link them to specific Contract, Company, and Project profiles. Therefore, an Assign Scorecard dialogue box may display whenever you add a new profile to the Novatus system, or edit the information for an existing profile.

If the dialogue box does not automatically display, you can add a scorecard using the steps below.

A scorecard is added 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 scorecard in a Company Profile and Project Profile.



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.


Add Scorecard button

Click to display the Assign Scorecard dialogue box.

Note: If the Add Scorecard button is not present, you have permission to view scorecards, but not assign a scorecard.


Scorecard list

Make a selection in the list of available scorecards. If more than one scorecard is listed, you can repeat the process for another scorecard, if desired.


Start Date field

Enter the date on which you want the scorecard to be available for completion (i.e., date on which an email is sent, notifying people that they have been selected to complete the scorecard). You can also click on the icon to use the pop-up calendar to select the date.


Members list

Click on the list arrow to display the Address Book.


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.


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.


Submit button

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


Save button

Click to assign the scorecard to the selected people. Each person will receive an email message containing a link to the scorecard so he/she can complete the scorecard.