Cloning makes your own editable copy of an existing supplier scorecard, with the same categories, criteria and weightings. Use it to adapt a scorecard someone else created, or to make a variant without changing the original.
Before you start
Clone a scorecard
Open Supplier Scorecards
Go to Supplier Management > Supplier Scorecards and find the scorecard you want to copy.
Choose Clone
Open the Actions menu on the scorecard's row and click Clone. The create window opens with the scorecard's type already chosen and its details filled in.
Rename the scorecard
Change the Scorecard Name. The copy keeps the original name until you change it, so you could end up with two scorecards with the same name.
Adjust anything you need
Change the categories, criteria or questions, and the Weighting (%) for each area. The Weighting (%) Total must be exactly 100%.
Click Create Scorecard
The copy appears in the table on the Supplier Scorecard page, with you as its creator.
What happens next
You own the copy: you can change it at any time with Edit in its Actions menu. See Edit a Supplier Scorecard.
The original is unchanged: it keeps its creator, name and settings, and its past results on suppliers aren't affected.
The copy is ready to use: apply it to a supplier or send it, depending on its type. See Evaluate Suppliers With Internal Supplier Scorecards.
Troubleshooting
Clone is greyed out
It's a demo scorecard. See Demo Records and Removing Demo Data.
I can't find my clone
It has the same name as the original unless you renamed it. Set the All Users filter to yourself to see only scorecards you created.
Create Scorecard doesn't work
Check that every weighting is a whole number and the total is exactly 100%.
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