Read on create and customise your scorecards in Screenloop!
See video below on how to work the Scorecards (instructions below):
Please note, only Admin users have the access to create and edit Scorecards.
1. In your Organization settings, find Scorecards and hit Add Scorecard on the top right.
There are two options here:
Building from scratch
Building from an existing template (where you can edit a template that already exists).
If you select Based on Template, choose a template from the drop-down box.
Section:
Add a title to your scorecard section here.
Fields:
Use the drop-down to select if the attributes in this scorecard section are going to be a 5 star rating, or an open text response.
Field Label:
Give your field / attribute a name.
Add Field:
Deleting a field:
You can delete a scorecard section via the bin button on the right of tthe field.
Changing the order of fields:
You can re-order fields via dragging and dropping the field with the button to the left of the field (see below).
Add section:
Add a new section to your scorecard by hitting Add Section.
Deleting a section
You can delete a scorecard section via the bin button on the top right of the scorecard section (see button below).
Changing the order of sections:
You can re-order your scorecard sections via the arrow buttons on the top right of the scorecard section.
Pro tip: Don't forget to hit Save!😉
To edit your scorecard in the future, you can hit the ... on the Scorecards page:
