Getting started

If your new scorecard is simply an evolution of an existing scorecard with only minor changes, it may be easier to duplicate the existing scorecard and then edit the duplicate to create a new version.

Step 1: Click View to access the scorecard you wish to use as the basis of your new scorecard

Step 2: Click Duplicate scorecard...

to reveal the following pop-up window.

Step 3: Enter a new title for the scorecard.

Please note: the system will not allow you to enter the title of a scorecard that already exists, so we recommend using Version control. When you edit the duplicate scorecard, you may choose to document any changes you’ve made in the scorecard description field.

Step 4: Edit the scorecard.

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