Moving Scorecard Sets

Scorecard sets are listed under their category alphabetically. Moving a scorecard set will place it under a new category, in alphabetical order with the other scorecards and scorecard sets under that category.

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

To move 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 and scorecard sets. To move a scorecard set complete the following steps:

1. Expand the scorecard categories on the scorecard table until you find the scorecard set you need to edit, then click the Move link on the selected scorecard set.

2. The Destination Category dialog will display.

3. Select the new category to move the scorecard into and click the Ok button.

Alternatively, scorecard sets can also be moved by simply dragging the scorecard set from one category to another on the list of scorecards table.