Skip to main content
Conga Support

Archiving and Deleting Scorecards

You can delete individual scorecards, or archive a scorecard that has been completed by several people. Deleted and archived scorecards are removed from the Scorecards browse screen.

Deleting a Scorecard

A scorecard is deleted 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 deleting a scorecard from a Company Profile and Project Profile.

image1403.png

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 delete, and click on it to select it.

image1404.png

C

Member scorecard record

Locate the person's scorecard you want to delete in the By Members section of the screen. Scorecards include the name and email address of the person who completed the scorecard, along with the rating assigned to the scorecard based on their responses. However, if the Score field is blank, they have not yet completed the scorecard.

D

Delete icon

Click on the icon to delete the scorecard.

Note: Deleting a scorecard will affect the overall rating of the Contract, Company, or Project profile.

image1405.png

E

Ratings box

Refresh the screen to display the new profile rating.

Archiving a Scorecard

A scorecard is archived 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 archiving a scorecard for a Company Profile and Project Profile.

image1406.png

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 archive, and click on it to select it.

image1407.png

C

Archive Object Scorecard button

Click to display a confirmation prompt.

D

Yes option

Click to archive the object scorecard and all of its included scorecards.

Note: Archiving a scorecard will affect the overall rating of the Contract, Company, or Project Profile.

image1408.png

E

Scorecards link

Click to redisplay the Scorecards browse screen. The number of scorecards (shown parenthetically) has been reduced.

F

Ratings box

View the new profile rating.