Assign Scorecard to Project Request

Overview

To ensure that project requests receive the correct scorecards, they can be automatically assigned. If no automatic assignment is set up, all project requests will use the default scorecard. Scorecards can be assigned in a workflow step. The assignment step should occur before the step where an evaluator fills out the scorecard.

What materials do I need?

  • Internet connectivity
  • Web browser
  • ESM Project Application Administrator, or ESM Enterprise Administrator role

How do I use this technology?

To add a scorecard to a workflow step: 

  1. Login to ESM Work Management
  2. Click View Applications.
  3. Click the appropriate project application.
  4. Click the gear button.
  5. Click Admin.
  6. The Project application admin interface will open.
  7. In the left navigation click Workflows.
  8. Click Project Request Workflows.
  9. Click the name of the relevant workflow. 
  10. Click the Steps tab, then click Edit on the step you want to assign the scorecard to.
  11. Choose the Scorecard you want to assign from the dropdown and click Save. 

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.

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