7 Scorecard Management

Scorecards provide a means for a retailer to assess their suppliers against a set of predefined criteria on an on-going or ad hoc basis. Scorecards are made up of a series of questions which may be answered by the suppler as a self-assessment or completed by the retailer.

Templates are available for creating scorecards. For information on the templates, see the Oracle Retail Brand Compliance Management Cloud Service Administration Guide. Scorecards can be created from within the Site record or from the list of Sites.

To work with scorecards, select the Scorecards option from the Supplier drop-down list. The Retailer Scorecards tab opens. The following information is displayed for each scorecard:

• Supplier Name

• Supplier Code

• Site Name

• Site Code

• Status

• Year

• Period

• Due Date

• Scorecard Type

• Person Responsible

• Completed

• Scorecard Score

To view a scorecard, double-click a row in the list. A tab opens with the scorecard details.

Figure 7-1 Scorecard Details Page

Table 7-1 describes the fields on this page:

Table 7-1 Scorecard Fields

Field	Description
Site Details
Supplier Name	Name of the supplier.
Supplier Code	Code assigned to the supplier.
Site Name	Name of the site.
Site Code	Code assigned to the site.
Scorecard Details
Scorecard Type	Name of the template used to create the scorecard.
Status	Status of the scorecard: Future In progress Awaiting approval Awaiting amendment Complete
Due Date	Date the scorecard is due to be completed.
Year	Year that corresponds to the due date based on the system calendar.
Period	Period that corresponds to the due date based on the system calendar.
Week	Week that corresponds to the due date based on the system calendar.
Quarter Start Date	Quarter start date that corresponds to the due date based on the system calendar.
Quarter End Date	Quarter end date that corresponds to the due date based on the system calendar.
Extra Scorecard	Set if this scorecard was scheduled based on a frequency override.
Frequency	Frequency for scheduling this scorecard.
Person Responsible	Name of the technologist responsible for the scorecard.
Business Category	Business categories applicable to this scorecard.
Auto generation of this scorecard	If the Status field is Future, select whether to automatically reschedule this scorecard when it is completed or becomes due.
Submitted by	Name of the user who submitted or completed the scorecard.
Submitted on	Date the scorecard was submitted or completed.

The following subtabs are available:

• Details

• Questions

• Scoring & Completion

• Attachments

• Change History

Create a New Scorecard

To create a new scorecard:

1. Select the New Scorecard action. The Create Scorecard dialog box appears.

2. From the drop-down lists, select a template, supplier, and site. Click Ok. The details of the new scorecard, based on the template, appear.

3. Update the fields for the scorecard for the audit/visit and save the scorecard.

Questions Subtab

To see the scorecard questions, select the Questions subtab. The questions are presented as configured in the scorecard's template for the supplier to provide their answers.

Figure 7-2 Scorecard Questions Page

Scoring & Completion Subtab

To see the scores and completion status for the scorecard, select the Scoring & Completion subtab. The Scorecard Value and Calculated Score are automatically calculated based on the answers given and the scoring rules configured in the scorecard's template.

Figure 7-3 Scoring & Completion Page

Deleting a Scorecard

Scorecards at Future, In Progress, Awaiting Approval, and Awaiting Amendment status may be deleted by the retailer/portal owner user. Scorecards at Future and In Progress status may also be deleted by the supplier user, but only where the scorecard was originally created by the supplier.