Overview

Scorecards allow issuers to evaluate vendor responses based on predefined criteria. You can configure scoring settings at the individual scorecard level to tailor evaluation methods for each request.

Creating New Scorecards

Create a scorecard to evaluate vendor responses efficiently and consistently. The procedure below explains how to create a scorecard, assign evaluators, and customize the scoring method.

Steps to Create a Scorecard

1. Go to your project and click the Scorecards tab from the left navigation panel.

2. Click the + Create Scorecard button to open the scorecard setup screen.

3. Enter Scorecard name that helps evaluators identify the scorecard.

4. Configure Scorecard Settings

   • Select the Type of scorecard from the dropdown.

     1. Add Manual scorecard

     2. Import sections

     3. Import sections and questions

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  •  Scoring Method

    1. Weighted Score- Evaluators assign scores to each question.

    2. Non-Weighted Score - All questions contribute equally to the final score. The system calculates the average or total of the raw scores given by evaluators.

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  • Set a Evaluation Due Date for evaluators to complete scoring.

  • Define Scoring Boundaries (minimum and maximum values) for the selected scoring method.

  • Hide Unassigned Criteria - Enable this to ensure scorers only see the items assigned to them.

5. Click Save to create the scorecard.

Add Manual Scorecards

1. Click the Plus icon. The Add Scorecard pop-up appears.

2. Specify a name for the scorecard.

3. Select Add Manual Scorecard, complete the configuration steps (refer step 4) and click Create Scorecard. The Scorecard page appears.

4. Click Add Criteria. The Add Criteria pop-up appears.

5. Enter a name for the criteria (mandatory), specify the weightage, and enter the help text.

6. Click Add new checklist to add a checklist.

7. Name the line item and select its priority.

   • You can add more line items by repeating this process.

   • Priority can be selected for each line item. Weightage is allocated to each line item based on the priority set.
     Note: The total weightage must always be 100.

8. Click Add. The added criteria is displayed in the scorecard page.

   • You can add more criteria by clicking Add Criteria.

   • You can edit the weightage from the Scorecard page by changing the values in the weightage box.

Import Sections to Create Scorecards

1. Click the Plus icon. The Add Scorecard pop-up appears.

2. Specify a name for the scorecard.

3. Select Import Sections, complete the configuration steps (refer step 4) and click Create Scorecard.

4. The Scorecard page appears with only the sections from the questionnaire pulled into the scorecard.

5. Click Add Line Item to add a line item under a section.

6. Name the line item and select its priority.

   • By default, priority is set as 10.

   • You can edit the weightage from the Scorecard page by changing the values in the weightage box.
     Note: The total weightage must always be 100.

7. Click Add. The added line items are displayed under the respective sections in the scorecard.

Import Sections and Questions to Create Scorecards

1. Click the Plus icon. The Add Scorecard pop-up appears.

2. Specify a name for the scorecard.

3. Select Import Sections and Questions, complete the configuration steps (refer step 4) and click Create Scorecard.

4. The Scorecard page appears with all sections and questions from the questionnaire pulled into the scorecard.

   • By default, the weightage is equally distributed. You can edit it by changing the values in the weightage box.

   • By default, the priority for each line item is 10. You can select the required value from the drop-down list.

5. Click Add. The added line items are displayed under the respective sections in the scorecard.