Adding Scorecard Sets

Users with the Create Scorecard permission in their Security Profile can add scorecard sets.

To add scorecard sets click the navigation icon and then click the Evaluation Scorecards link from the administration sub-menu. The Scorecards tab displays containing the list of scorecards. To add a scorecard set complete the following steps:

  1. Click the button on the action bar located at the top right of the scorecards table.
  2. A new tab will open with New Scorecard Set as the tab title.
  3. Enter a valid Scorecard Set Title, Description and Scorecard Category.
  4. Add Scorecards to the scorecard set, order them if necessary.
  5. Click the Save button on the action bar located at the top right of the edit scorecard set tab. The tab will refresh and the scorecard set name will now display as the tab title.

See also