Edit a supplier scorecard you created to change its name, categories, criteria or weightings. To change a scorecard someone else created, clone it first.

Before you start

Only the user who created a scorecard can edit it. Supplier scorecards need the Supplier Plus plan, and demo scorecards can't be edited. To change someone else's scorecard, see Clone a Supplier Scorecard.

Edit a scorecard

Open Supplier Scorecards

Go to Supplier Management > Supplier Scorecards. Use Search or the All Users, Archive Status and Scorecard Type filters to find the scorecard.

Choose Edit

Open the Actions menu on the scorecard's row and click Edit. Edit only appears on scorecards you created; View opens a read-only copy. The Edit Supplier Scorecard window opens.

Update the name and description

Change the Scorecard Name (required) or Description if needed.

Change the categories and criteria

  • Edit a Category/Area name or a criterion's text directly.

  • Click Add Criteria (internal scorecards) or Add Question (self-assessment scorecards) to add one to an area.

  • Click Add New Category/Area to add an area, or Remove to delete one.

Check the weightings

Each area's Weighting (%) must be a whole number, and the Weighting (%) Total must read 100/100%. See Supplier Scorecard Calculations.

Click Update

The changes are saved to the scorecard template.

What happens next

  • Future uses get the new version: the next time the scorecard is applied or sent to a supplier, the updated questions and weightings are used.

  • Past results don't change: scorecards already applied to suppliers keep the questions, weightings and scores they were recorded with.

  • Scores on suppliers are edited separately: to change the scores or comments on a result, use Edit on the supplier's tab. Only the person who scored it can do this. See Evaluate Suppliers With Internal Supplier Scorecards.

Troubleshooting

I can't see Edit in the Actions menu

You didn't create this scorecard. Choose Clone to make your own copy and edit that.

Edit is greyed out

It's a demo scorecard. Clone it, or see Demo Records and Removing Demo Data.

Update doesn't save my changes

Check that every weighting is a whole number and the Weighting (%) Total is exactly 100%. Until it is, you'll see The combined total under the 'Weighting (%)' fields must add up to exactly 100%.

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📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.