When sending a Scorecard the recipient will be prompted to begin the Scorecard by completing the quiz.
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Scorecard templates can be created in the Platform for future use, the template can then be used when sending a new Scorecard to save time.
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​Create and send a new Scorecard
​Create a new Scorecard template
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To invite a new client to the Material Information Platform and create a new Scorecard template, follow these steps:
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1. Go to the Top navigation menu, then select Scorecards.

2. Under Pending scorecards select Create scorecard. 

3. Enter a Name for the Scorecard.

4. Go to Quick start, leave it as Select template to create a new Scorecard.

5. Go to Attributes, select the Industry, Material event and Company size from the Drop down menu.

6. Select Create scorecard.

7. Select Add topics.

8. Under Available topics, select any existing Topics that you would like to add.

✅ Tip: You can Select all to add all of the existing Topics.
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9. Then select Add topics.

10. To add a new Custom topic, select Create topic.

11. Enter the following:

12. Go to Requirements, then select Add to enter any requirement that applies to the Topic.

13. Under Relevance, select the Drop down menu to add any other applicable Industry, Material event and Company size that this Topic should relate to.

14. Once completed, select Done.
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⚠️ Good to know: Select industries, material events, and company sizes where this topic is relevant to easily find it when creating scorecards.
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15. Under the Topic Guide, answer the questions.
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16. Once completed, select Create topic.
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17. Continue customizing and adding Topics following the above steps.
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✅ Tip: Topics can always be edited at a later stage by going to Scorecard settings.
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18. After adding all your Topics, select Continue.

19. Under Send scorecard, you can edit the Scorecard details and Topics.

20. Go to Reviewers, if you would like to assign a Reviewer to verify the Areas, select the drop down. 

⚠️ Good to know: Reviewers can be managed and updated at any time. Learn more here.
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21. Select Continue.

22. Go to recipient, then select to who to Send the Scorecard to. 

⚠️ Good to know: The key contact will be added in as a Company Admin if they don't already have access to the Platform. Learn more about roles here.
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23. Select Send scorecard.
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To create a new Scorecard template, follow these steps:
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1. Go to the Top navigation menu, then select Templates.

2. Under Templates, select Create template.

3. Enter a Scorecard template Name.
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4. Select the Industry, Material event and Company size from the Drop down menu.
5. Select Create template.

6. Select Add Topics.
7. Select any existing Topics that you would like to add.

✅ Tip: You can Select all to add all of the existing Topics.

8. Then select Add topics.

9. To add a new Custom topic, select Create topic.

10. Enter the following:

11. Go to Requirements, then select Add icon to enter any requirement that applies to the Topic.

12. Under Relevance, select the Drop down menu to add any other applicable Industry, Material event and Company size that this Topic should relate to.

13. Once completed, select Done.

⚠️ Good to know: Select industries, material events, and company sizes where this topic is relevant to easily find it when creating scorecards.
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14. Under the Topic Guide, answer the questions. 

15. Once completed, select Create topic.

16. To mark a Topic as a Priority or Not a Priority, select the Item menu, then select Mark as priority or Mark as not priority.

⚠️ Good to know: Activate document organization to help organize Topics that have a large number of documents. Select the Edit icon, then enter the categories that the documents are to be organized by. Learn more here.

17. Continue customizing and adding Topics following the above steps.
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✅ Tip: Topics can always be edited at a later stage by going to Scorecard, then selecting the Scorecard template.