Customization → Attributes Setup → Scorecard and Notesgrid → Scorecard

Scorecard

A scorecard is a way of comparing data so that a simple identifier can be used, such as a stoplight (red, yellow, green) to indicate status.

Adding a scorecard attribute

Start with the pre-configured template. Modify the default data XML, footnote XML, footnote XSL, layout XML, and layout XSL the way you want it. If you make the scorecard attribute searchable, the search will look only for the total score.

To add a scorecard attribute
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Scorecard/Notes Grid tab.
  4. Choose Scorecard from the drop-down list.
  5. Click New.
  6. Under Properties, enter a name and a description. The system name will be generated. The default label is what the scorecard will be named in summary views.
  7. If you want the scorecard to be a global attribute, select Global. A global attribute is required for all item types and optional for any work type.
  8. If you want allow users to search for the scorecard, select Searchable.
  9. For each of the configuration options (Default Data, Footnote, Footnote XSL, Layout, and Layout XSL), edit the XML.
  10. Click Save.

Deleting a scorecard attribute

If your organization is not using a scorecard attribute, you can remove it. Even when it is assigned to a Summary tab.

To delete a scorecard attribute
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Scorecard/Notes Grid tab.
  4. Select Scorecard from the list.
  5. Select a scorecard attribute.
  6. Click Delete.

Editing a scorecard attribute

Make your changes and then save them.

To edit a scorecard attribute
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Scorecard/Notes Grid tab.
  4. Select Scorecard from the list.
  5. Select a scorecard attribute.
  6. Make your changes.
  7. Click Save.

Viewing a scorecard attribute

Scorecard attributes can be viewed from the Scorecard/Notes Grid tab in the Attributes Setup tab.

To view a scorecard attribute
  1. From the application toolbar, click Setup, and then select Configuration.
  2. Select the Attributes Setup tab.
  3. Select the Scorecard/Notes Grid tab.
  4. Select Scorecard from the drop-down.

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