Only subscribers on the Supplier Plus plan can access this feature

Users can edit scorecards they have created, allowing them to modify categories, criteria, and weighting distributions.

However, users cannot edit scorecards created by someone else. Instead, they can clone a scorecard, which creates an editable copy assigned to them.

🚨 Important Notes:

Only the original creator of a scorecard can edit it.
Cloned scorecards are assigned to the user who cloned them, making them editable.
Only the original scorer of a scorecard can edit their score and comments applied to a supplier.

When to Use This Feature

✅ When modifying a scorecard you created.

✅ When adjusting weightings for categories before applying the scorecard.

✅ When adding or removing criteria and categories.

✅ When ensuring that all category weightings total 100%.

Step-by-Step Guide

1. Navigate to Supplier Management

  • Open the Supplier Management section from the main menu.

2. Click on Supplier Scorecards

  • Select Supplier Scorecards to access all existing scorecards.

3. Search for the Scorecard You Want to Edit

  • Use the search function to locate the scorecard.

🚨 You can only edit scorecards that you created. If the scorecard was created by another user, you must clone it before making changes.

4. Click the 'View' Option Under the Actions Column

  • Locate the scorecard in the list and click View under the Actions column.

5. Edit the Scorecard

  • The selected scorecard will now open, allowing you to make changes.

  • You can modify category weightings, criteria, and evaluation areas.

6. Create or Delete Criteria and Categories

  • You can add new criteria to existing categories or remove criteria that are no longer needed.

  • New categories/areas can also be created.

7. Ensure That All Weighted Scores Add Up to Exactly 100%

  • If you have modified the weighting percentages, check that the total equals 100% to ensure accurate calculations.

8. Click Save

  • Once all necessary changes have been made, click Save to update the scorecard.

Key Considerations & Best Practices

✅ Only Scorecard Creators Can Edit – If you need to edit a scorecard you didn’t create, clone it first.

✅ Ensure Weighting Accuracy – Always confirm that all category weightings add up to 100% before saving.

✅ Use Cloning for Revisions – If changes to an existing scorecard are needed without affecting past evaluations, clone the scorecard instead of editing.

✅ Check Before Saving – Review all changes before saving, as updates will affect all future applications of the scorecard.

Additional Resources

📌 Related User Guides:

📌 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.