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Creating and Managing Scorecards

Overview

By default, the scorecard page displays the default scorecard created by pulling values from the sections and questions.

Select the applicable tab for your edition of Responsive.

  • Creating New Scorecards

    There are three ways to create scorecards:

    • Manually adding a scorecard.
    • Importing sections.
    • Importing sections and questions.

    Manually Creating Scorecards

    1. Click the Plus icon. The Add Scorecard pop-up appears.
    2. Specify a name for the scorecard.
    3. Select Add Manual Scorecard, then 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.

    Importing 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, then click Create Scorecard. The Scorecard page appears with only the sections from the questionnaire pulled into the scorecard.
    4. Click Add Line Item to add a line item under a section.
    5. 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.
    6. Click Add. The added line items are displayed under the respective sections in the scorecard.

    Importing 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, then click Create Scorecard. 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.
    4. Click Add. The added line items are displayed under the respective sections in the scorecard.

    Managing Scorecards

    You can manage the evaluators, weightage, priority, add more items, and edit or delete line items from the scorecard.

    • To add evaluators, click the plus icon adjacent to Evaluators. The Evaluators section appears, specify the evaluator and click Add.
    • To edit the weightage from the scorecard page, change the values in the weightage box.
    • To equalize the weightage, click the three-dot Menu and select Equalize Weight to equally distribute the weightage among the criteria.
    • To reset the values, click Reset Values. An alert message appears stating all weightage will be reset to zero and priority set to 10.
    • To remove only the priority, turn off the Priority toggle.
    • To delete a criteria or line item, click the associated Delete icon.
    • To edit a criteria or line item, click the item and make the required modifications.

    Scoring

    You can view and manage scoring for a questionnaire based on the responses from multiple vendors/clients.

    1. Select Evaluation > Scoring to display the responses from the vendors/clients.
    2. Adjust the scores in the Score the drop-down list.
      • Scores are auto-saved when you select the value from the drop-down.
      • Once the values are entered, the total score for each vendor will be displayed towards the bottom of the page.
    3. Click Export to export the score and response files. The package is exported and downloaded to your local computer.

    Comparing Scores

    You can compare scores from different evaluators.

    • Scorings of three responders maximum are displayed. To compare scores from another responder, remove an existing one and replace it with the required responder.
    • To view scores by weightage, click the three dot Menu and turn on the toggle.
    • To view scores from another scorecard, select the required scorecard from the Scorecard drop-down menu.

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    Creating New Scorecards

    There are three ways to create scorecards:

    • Manually adding a scorecard.
    • Importing sections.
    • Importing sections and questions.

    Manually Creating Scorecards

    1. Click the Plus icon. The Add Scorecard pop-up appears.
    2. Specify a name for the scorecard.
    3. Select Add Manual Scorecard, then 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.

    Importing 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, then click Create Scorecard. The Scorecard page appears with only the sections from the questionnaire pulled into the scorecard.
    4. Click Add Line Item to add a line item under a section.
    5. 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.
    6. Click Add. The added line items are displayed under the respective sections in the scorecard.

    Importing 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, then click Create Scorecard. 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.
    4. Click Add. The added line items are displayed under the respective sections in the scorecard.

    Managing Scorecards

    You can manage the evaluators, weightage, priority, add more items, and edit or delete line items from the scorecard.

    • To add evaluators, click the plus icon adjacent to Evaluators. The Evaluators section appears, specify the evaluator and click Add.
    • To edit the weightage from the scorecard page, change the values in the weightage box.
    • To equalize the weightage, click the three-dot Menu and select Equalize Weight to equally distribute the weightage among the criteria.
    • To reset the values, click Reset Values. An alert message appears stating all weightage will be reset to zero and priority set to 10.
    • To remove only the priority, turn off the Priority toggle.
    • To delete a criteria or line item, click the associated Delete icon.
    • To edit a criteria or line item, click the item and make the required modifications.

    Scoring

    You can view and manage scoring for a questionnaire based on the responses from multiple vendors/clients.

    1. Select Evaluation > Scoring to display the responses from the vendors/clients.
    2. Adjust the scores in the Score the drop-down list.
      • Scores are auto-saved when you select the value from the drop-down.
      • Once the values are entered, the total score for each vendor will be displayed towards the bottom of the page.
    3. Click Export to export the score and response files. The package is exported and downloaded to your local computer.

    Comparing Scores

    You can compare scores from different evaluators.

    • Scorings of three responders maximum are displayed. To compare scores from another responder, remove an existing one and replace it with the required responder.
    • To view scores by weightage, click the three dot Menu and turn on the toggle.
    • To view scores from another scorecard, select the required scorecard from the Scorecard drop-down menu.

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