Prior to creating ascorecard, a user with the Scorecard Admin permission must create anAnswer Profilecontaining the possible answers to scorecard questions, and at least one Scorecard Component. A Scorecard Component consists of the categories and questions included in the scorecard.
A scorecard component is composed of:
Category- a classification that defines a rating factor for your companies, contracts, and projects, such as Product Quality, Customer Service, and Deliveries.
Questions- one or more questions or statements in a scorecard category, whose purpose is to solicit user feedback on the rating factors for your companies, contracts, and projects. Each scorecard question or statement is rated on a response scale from 1-5, which is defined in a Scorecard Answer Profile. Important:Scorecards, Scorecard Questions, and Scorecard Categories are all assigned values or weights. In order to obtain accurate results, the total weight of the questions in a category must be equal the category weight (Category Weight = Combined Weight of Questions in Category). Similarly, the weight of the scorecard must equal the combined weight of all the categories in the scorecard (Scorecard Weight = Combined Weight of Categories in Scorecard). For example, if a scorecard contains two component categories and the scorecard weight must equal 100, equally weighting both categories at 50 is an option. If there are five questions in each component category (a total of 10 questions in the scorecard), and if each question is equally important, then each question should be assigned a weight of 10 to bring the total scorecard weight to 100.
Click theGear Iconin theNavigation Toolbar,and click the Scorecards link.
In the Scorecards menu, clickScorecard Components.
In the Scorecard Components browse screen, clickNew Categoryin the toolbar.
In the Scorecard Component Administration screen, provide basic information for the category:
Enter a name for the category in theCategory Namefield.
Enter a description in theCategory Descriptionfield.
Assign a numerical weight for the category in theCategory Default Weightfield. This default weight should equal the sum of the weights of all the questions you add to the category.
Make a selection in theScorecard Answer Profilelist, depending on the type of answers you want displayed when a user competes a scorecard.
Add one or more questions to the category:
ClickNew Questionin the toolbar of theMy Questions and Categoriessection. Responses to scorecard questions use a rating system of 1-5. If the questions in a category equate an affirmative response, such as Always, with a high number (5) and a negative response, such as Never, with a low number (1), the questions should be worded so that eliciting affirmative responses will generate higher scores, and therefore, yield accurate results.
In theScorecard Questiondialog box:
Enter a question (or statement) in theQuestion Textfield, which is designed to rate performance or quality in this category.
Enter information that will assist the user in answering the question in theQuestion Descriptionfield.
Assign a numerical weight for the question in theQuestion Weightfield.
ClickSave.
(Optional) Add an existing category, and all its questions, to the new category by clicking on it in the Categories section, and then dragging-and-dropping it into the My Questions and Categories section.