When modifying question wording or the number of questions or weightings for the question outcomes, a new Scorecard version needs to be created.

We recommend that the Scorecard changes are done only occasionally (quarterly, half-yearly, annually) to ensure reporting consistency.

The first step will be to unlock the Scorecard to be in edit mode:

To have access to the Edit Scorecard page, click on the name of the Scorecard.

If a blue banner is displayed just below the Scorecard header, this means that the Scorecard was already used for submitting scores. In this case, to enable a new version, the 'Create New Version' button needs to be clicked first.

Note:

Previously submitted scores using the previous Scorecard version will remain on that version.

Once the changes are added, select 'Save Scorecard' and re-lock the Scorecard to make it available for evaluating Employees:

To check the current version of your Scorecard, click on the Scorecard name and beside the 'Edit Scorecard' header you will see the Scorecard name, ID and version.