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Working with Questions

The Scorecard consists of individual questions that may contain additional information. These are presented in Question Mode.

There are different types of questions that have a predefined score based on the selected answer.

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• Click on Question name
• Select the answer from the field/fields > write your free text information and Save

Taking Notes

• To add a note, click the Question name and navigate to Notes tab.
• Add or edit notes as necessary and Save.
  
  
  
  

Help for Questions

Access Help content for Help topics and further information provided by your company settings. If there is not Help tab, help text was not provided is enable. 

• Click on the Question name and go to the Help tab. 

Scorecard Actions (Tasks)

Every Scorecard question may have its own Salesforce Tasks (actions) which need to be completed.          

Creating Tasks

• Click on the Question name
• Click button
• Fill in the appropriate fields in the Task detail side panel and click Save.
  
  

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Viewing / Editing / Deleting Tasks

• Find a list of any Open actions directly in the question body.
• Or view all 'question tasks' by clicking on the Question name.

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• To complete the task, mark the check box or go to the edit mode and change the status. 
  • completed task will move to the Action list

Chatter

The Chatter tab enables you to write a post related to the question with the possibility to answer. If the chatter tab is not available, is disable in ClosePlan Admin settings. 

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