Scorecard Builder

Get help building, editting and activating your scorecards that you'll use to evaluate your team members

13 articles in this collection
Written by Alex Richards and Matthew Jones

Getting started

How do I access Scorecard Builder?

Written by Alex Richards
Updated over a week ago

How do I access my scorecards?

Written by Alex Richards
Updated over a week ago

Building scorecards

How do I create a new scorecard?

Written by Alex Richards
Updated over a week ago

How do I add a section to a scorecard?

Written by Alex Richards
Updated over a week ago

How do I add a line-item / question to a scorecard?

Written by Alex Richards
Updated over a week ago

Default scoring templates for marking line items / questions

Written by Alex Richards
Updated over a week ago

How do I add root causes to a scorecard?

You can add a root cause to any line item outcome - find out how with this step-by-step guide.

Written by Alex Richards
Updated over a week ago

How do I add a data-capture (non-scored) question to a scorecard?

Written by Alex Richards
Updated over a week ago

How do I preview a scorecard?

Written by Alex Richards
Updated over a week ago

Editting scorecards

How do I edit a scorecard?

You can edit every part of a draft scorecard. If a scorecard is published and active, it's not possible to edit most parts of the scorecard.

Written by Alex Richards
Updated over a week ago

How do I duplicate a scorecard?

Written by Alex Richards
Updated over a week ago

Activating & de-activating scorecards

How do I activate/publish a scorecard?

Once you’re happy with your scorecard, you can publish it and make it available for evaluators to use.

Written by Alex Richards
Updated over a week ago

How do I de-activate a scorecard?

Written by Matthew Jones
Updated over a week ago