Attaching a PDF to a Scorecard

A cumulative scorecard can be created with an attached Scoring Guidance PDF.  These steps will walk through creating this type of scorecard.  Note:  This is functionality that can be enabled upon request, if you do not have access and would like this feature turned on please reach out to your Customer Success Manager. 

Steps to create a cumulative scorecard with an attached scoring guide:

  1. Navigate to the Admin menu from the left side navigation bar and select Scorecards
  2. Enter a Scorecard Name and select Cumulative scorecard
  3. Toggle on Attach scoring guidance for this activity
  4. Click SELECT FILE and locate the saved Scoring Guidance PDF
  5. Add any additional criteria by clicking +ADD CRITERIA
  6. Give any criteria a name, description is optional
    • Decide if you want your criteria to have a Range or Fixed value. Assign the criteria point value.
  7. Choose a minimum score (required for Cumulative scorecards)
  8. Click Save in the upper right corner once you are done

For more detail on these steps, see below. 

1. Navigate to the Admin menu from the left side navigation bar and select Scorecards

2. Enter a Scorecard Name and select Cumulative scorecard

3.Toggle on Attach scoring guidance for this activity

4. Click SELECT FILE and locate the saved Scoring Guidance PDF

5. Add any additional criteria by clicking +ADD CRITERIA

6. Give any criteria a name (description is optional)

Decide if you want your criteria to have a Range or Fixed value. Assign the criteria point value.

7. Choose a minimum score (required for Cumulative scorecards)

8. Click Save in the upper right corner once you are done

 

 

From the Coaching Perspective

For an activity that contains a scorecard with an attached scoring guidance PDF, clicking on the RUBRIC button opens a pop up containing the attached PDF

 

 

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