Create a scorecard

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If you don't have a scorecard to register you can create a new one based on a scorecard template.

 

 


 

 

1.From the Tools menu choose Scorecards.

 

2.From the Edit menu choose Create New File.

 

3.Choose the scorecard template.

 

Note: See Modifying scorecard system options for information on adding new templates.

 

4.Enter a title for the file.
5.Modify the details (title and owner) if required.

 

6.Enter a description for the scorecard.

 

7.To modify access rights or add attachments, see below.

 

To modify access rights:

 

1.Click the Access tab

 

2.Choose the default access rights for all users.

 

Note: If you choose to restrict access to all users by default then you can grant access to specific users and user groups in the next steps.

 

3.Click Add to select a user or user group.

 

Note: By default, the user or user group is granted access to the scorecard. To deny access, double-click the user or user group and select Access Denied.

 

To add attachments:

 

1.Click the Attachments tab, then click New .

 

Note: For more information on attachments see About attachments and links.

 

To change the cover image:

 

1.Click the Cover Image tab, then click Load Image.

 

Note: To return the image to the default image click Clear Image.

 

 

Related topics

 

About scorecards

 

Registering scorecards

 

Creating scorecard folders

 

Modifying scorecard system options