Note: This article describes editing scorecard settings and users, editing container contents, and basic editing of results, programs, and measures. You can also access more robust editing options for results and programs, and more robust editing options for measures.
If you’re already viewing the scorecard you want to edit, click Edit at the top right.
You can also find the scorecard to edit in the Scorecards list. Click the drop-down arrow next to the View button, and click Edit.
To change any of the settings in the General tab, click Edit.
When editing in the General tab, you can change the scorecard name and description, embedding and accountability score settings, toggle tag display, assign a parent scorecard, change lock settings (see note below), and configure scorecard columns. You can also use the slider to set the default expanded view level.
When finished, click Save.
Note: By default, Scorecard Lock is Normal, which means that anyone with permissions can edit scorecard details and also add / edit data. There are two other lock options, both of which close scorecard detail editing. One lock option keeps data adding / editing open; the other locks data as well.
In the Users tab, you can choose the users who can access this scorecard. If no users are selected, then all users with scorecard builder permission can access this scorecard. Admin users can always access all scorecards.
Returning to the General tab, the Containers section of the scorecard editing window lists the scorecard’s result and / or program containers. You can add a new or existing container, or add a new or existing measure to an existing container. You can also use each object’s six-dot Move icon to drag and drop to rearrange order.
Note: Any changes you make to a container will be also applied to that container if it is used in other scorecards.
Each result, program, measure, and divider has its own Edit icon. Each container also has an Edit All button, which opens the entire container for editing, enabling you to make multiple edits at once.
When editing an individual result, program, measure, or divider, the icons to the right of the edited object enable you to Save changes, Delete the object, or Cancel the editing.
When all edits are completed and saved, clicking Back to Scorecard at the top right takes you back to the scorecard view.
