Scorecard sections are optional, however, they are very useful to organize the scorecard questions and they are also highly recommended for reporting purposes, as it will provide you better visibility of the areas of strengths or the areas for improvements within the team.
Moreover, additional features such as Causes and Comments cannot be used unless Sections are created within your scorecard.
In this article you will learn how to create a Section and also how to assign questions to it.
Before starting make sure that you already have an existing scorecard.
To create sections, follow the below steps to add and organize the questions you have created.
Click on "More", located on the top right-hand corner, and then select "Sections" from the drop-down.
You will be brought to the Sections configuration page
Click 'New Section'
The Section setup page will be displayed.
Enter the Section Name (Alphanumeric field).
Does not support special characters such as `^\{}βΰ
Select Section "Type"
'Default': Your standard Section type and the one which will make up the majority of your scorecard. Questions assigned to this section type can have any number of answer choices, any specific wording for those answer choices and you can define the weighting of each question/answer choice.
'Compliance': This section does not allow adding weights - it will only have Pass, Fail and N/A as answer choices. The reporting for the compliance section will be based on Pass/Fail rates in Reports – Compliance or in Analytics, and the user can set up notifications for Compliance section failures.
Click "Submit" to save it
Note also that you cannot convert Default sections to Compliance sections. They must be added as new sections.
Notes: The differences between default sections and compliance sections lie in the outcomes and the weighting & reporting.
Once created you can add more sections, delete them or edit them by selecting the section and clicking on the appropriate button.
Click on Edit Scorecard to go back to the Scorecard you are editing
Create a question
Then assign the question to a respective "Section" by selecting it from the drop-down
Click "Save Scorecard" to complete the process