How do I add a section to a scorecard?

Getting started

You can add a section at any time during the scorecard creation/editing process.

Once you have completed the first step in building your scorecard and you have added the scorecard details, you have the option to add the first section or a line item

To add a section, you have two choices

  1. To add a brand new section, simply click add the first section
  2. To copy and insert a section from an existing scorecard, click select an existing section / line item

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Option 1: Add a brand new section

In the pop-up window that appears after clicking add the first section link, add a Title for the section; add a Description (optional) and decide whether to allow an Evaluator to add agent-feedback to this section during evaluation.

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Option 2: Copy and insert a section from an existing scorecard

In the pop-up window that appears after clicking select an existing section / line item, follow two simple steps: Firstly, select an existing scorecard and the section(s) /you wish to copy and paste to this scorecard....

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Secondly, review your selections and then click 'Add to scorecard'

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Alternatively, if your scorecard doesn’t contain any sections, you can simply start adding line items/questions. How do I add line items to a scorecard?

Don’t worry, if you decide to add sections after you’ve started adding line items, simply click Add section at the bottom of the scorecard

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In this scenario, any line items that have been added already will automatically be assigned to a generic Section entitled “General” which you can then edit.

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