How to create a Scorecard | Scorebuddy Help Center

When clicking on the Scorecards' tab the system will display a page with a list of all existing Scorecards, including templates that can be amended to suit the user’s needs. If this is your choice, check out our 'Managing Scorecard changes' section.

When creating a Scorecard from scratch, the admin should follow these five steps:

Create a new Scorecard (see below)
Design the Scorecard Sections.
Build your Questions, assign Answer Choices to Questions and assign Question to Sections.
Apply Weightings and set the Target score.
Customize Scorecard Settings.

Step 1 Create a Scorecard

Following the sequence above, navigate to the "Scorecards" tab

1.1 Click the 'New Scorecard' button.

A blank form will appear with ten empty questions.

1.2 Fill in the "Name" of your Scorecard

1.3 Select the "Type" of Scorecard (Standard, Success Rate, Non Numeric)

1.4 Associate a "Group" to it (Note: you can select all groups have access or one select group)

1.6 Then "Add Scorecard".

Step 2 Add Section

Now that you have created a Scorecard, the next step is to Add Sections to it.

2.1 Click on "More", located on the top right-hand corner, and then select "Sections" from the drop-down.

You will be prompted to the Sections configuration page

2.2 Click 'New Section'

The Section setup page will be displayed.

2.3 Enter the "Section" Name & select "Type", click "Submit" when you finish.

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Click on Scorecard to go back to the Scorecard you are editing

Step 3 Add Questions, and Answer Choices

3.1 Enter your question into question text field

You can Add more or Remove questions via "No. of Questions" field option

3.2 Assign the question to a corresponding Section you have previously created by selecting from the drop-down

3.2 Click "Save Scorecard" to complete this process

3.3 Click "Answer". A pop up window will be displayed

3.4 Enter Answer text

You can Add more by clicking on "+ Add answer choice" field option (use the bin to remove)

3.4 Click "Save" to complete

Step 4 Apply Weightings

Before continuing on, click here to learn more on how the Weightings are calculated.

Within the scorecard, click on "More" on the top right-hand side, and select "Question Details" from the drop down.

The Question Details configuration page will be displayed

Apply the desired weightings to each questions, select N/A tickbox and then click "Save"

Note:

After Configuring your Scorecard, you can check it out by using the "Preview Scorecard" option which is located on the "Edit Scorecard" page.

Click on "More" drop-down menu, and then click "Preview Scorecard"