Create Scorecard templates

Scorecard templates can be created for future clients that have the same natured requirements.

Juliette Scarcella avatar
Written by Juliette Scarcella
Updated over a week ago

Scorecards are completed by team members so that you can see how prepared a company is should they need to go through a material event.

Scorecard templates can be created for future clients that have the same natured deal and will need the same requirements.

To create a new Scorecard template, follow these steps:

1. Go to the Top navigation menu, then select Templates.

2. Under Templates, select Create template.

3. Enter a Scorecard template Name.

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:

  • Topic name: Give the topic a name that companies will understand.

  • Area: Confirm the Area that this topic relates to.

  • Description: Give the topic a description of what it is.

11. Go to Requirements, then select Add 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.

14. Under the Topic Guide, answer the questions. 

15. Once completed, select Create topic.

✅ Tip: Topics can always be edited at a later stage by going to Scorecard, then selecting the Scorecard template.

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

17. Continue customizing and adding Topics following the above steps.

⚠️ Good to know: When you edit a Scorecard template, it will automatically update all of the requirements and topics for that Scorecard template. If the template is in use, you will need to amend the clients Scorecard. Learn how to edit an existing Scorecard here.

Did this answer your question?