I)   The categories
     1) Add a category
     2) Edit a category
     3) Delete a category
II)  The questions
     1) Add a question in a category
     2) Edit a question
     3) Delete a question
III) The question's options
     1) Add options to a question
         OneGMS Focus: Exclusive options
     2) Edit a question's options
     3) Delete a question's options
         OneGMS Focus : how to weigh the SRC scorecard’s elements (categories, questions, questions’ options/answers)

I)   The categories

There should be five categories for each SRC scorecard. These categories and their corresponding weightages are outlined in the CBPF Global Operational Handbook, provided below.

You must create the five categories, with their according weightages as per the above in the scorecard’s template.

     1) Add a category

To add or edit categories for a scorecard, click on the [Manage Category/Questions] link, present in the ‘Action’ column of the scorecard’s line.

If the scorecard was created as a blank, new template, this page will be empty. On the other hand, if you cloned this scorecard from an existing template, a list of already existing categories for the scorecard would be displayed.  

 To create a new category, click on [Add Category]. 

Then, enter the categories’ characteristics in the new fields which have appeared above the category’s list. Please note that you are required to link categories to a specific weightage, which is fixed as per the CBPF global requirements mentioned above (to learn more about category’s weightages, please refer to this section of the article).

Field Descriptions (all mandatory fields are marked with an asterisk *): 

• Title: name of the Scorecard. (It will be displayed in red background if there are any projects linked.)
• Category Title *: name of the Category. 
• Code *: name the category code, in our example of the scorecard above, the categories have a code, either alphabetical or numeral. For instance, you can decide to use the letters. Input ‘A’ in this field, and the category will be displayed as: A - Category Title, in the Scorecard. 
• Description *: brief description of the category. 
• Category Weight *: weightage of the category (out of 100) – to know the weightage of each category, please refer to this section of the article. 
• Parent Category: defines a parent category from the existing categories in the scorecard. 
• Order Number: the order in which the categories will be displayed in the ‘Strategic Review’ module of the OneGMS. 
• Is Locked?: if checked, the category is not available for scoring. 
• Is Active?: if checked, the category is active. 
• Add Color Code: to learn more on colour codes, please refer to this article. 

Click on [Save] to add the category.
 

     2) Edit a category

Click on [Edit], present in the ‘Action’ column of the Categories table.

Upon clicking the [Edit] button, the category’s fields are displayed at the top of the page, above the category’s list. Change the values and click on [Save] to update the information. 

     3) Delete a category

Click on [Edit], present in the ‘Action’ column of the categories’ table. Click on [Delete] to delete the category.
Please note: the delete option will only be available if no projects are linked to the scorecard. It is not possible to delete scorecard’s elements if projects are linked.

Please note: deleting a category will also delete its related items including the colour code, questions, options and questions/options’ colour codes.

II)  The questions

     1) Add a question in a category

To access the questions linked to a category, first access the category list by clicking on [Modify Category/Questions] of the relevant scorecard template.

Then, click on the [Edit] button of the category in which you want to add or edit the question. This button is present in the ‘Action’ column of the Categories’ table.

Upon clicking on [Edit], a field to edit the category is displayed on top of this page. Right below are displayed the questions linked to the category selected.
If you are working on a filled template, or a template you copied from an existing scorecard, there will already be a list of saved questions for this category. If you are working with a blank template, the list will be empty. 

To add a question, insert the information in the bottom row of the question’s table, which is composed of editable fields, and click on [Add]. 

Field Descriptions: 

• Question Description: enter a description of the question.
• Question Weight: indicate the weightage of the question in the category; To learn more on how to weigh the questions, please refer to this section of the article. 
• Order : order in which the question will be displayed in the Strategic Review scorecard. 
• Active?:  if checked, the question is active. 
• Locked?: if checked, the question is not available for scoring.

   
     2) Edit a question

To edit a question description or its related weight, order and active/lock status, click on [Edit].

The table row will become editable. Change the values and click on [Update] to update the question.

     3) Delete a question

To delete a question, click on the [Delete] link of THE QUESTION’S LINE and not at the bottom of this field (which is the delete button of the category). This will delete the question and its related items, such as its options and options colour codes. The [Delete] link will be visible only if the scorecard is not linked with any project.

After adding, editing or deleting a question in a category, do not forget to save your changes by clicking on [Save]. 

III) The question's options

     1) Add options to a question

To add the standard answers to your question with their respective individual scores, click on [Add Option]. ​​​​​

Upon clicking on [Add Option], the options’ page is displayed as a pop-up window. Insert the option’s text you wish to add as a possible answer to the question, enter the option’s value, and click on [Add]. While scoring a project, only one option/answer per question will be selectable in the scorecard. A description of all the fields present in this pop-up window is presented below the screenshot.

Fields Description: 

• Option Text: enter a possible answer to the question.
• Option Value: enter the value of the answer. To learn more on how to add the options’ values (=weightages), please refer to this section of the article.
• Is Exclusive: if checked, it will determine whether this option will be made exclusive.  

     2) Edit a question's options

To edit an existing option: Click on the [Edit] link, present in the Action Column of the Added Options table. Change the values in the fields at the top and click on [Save] to update the option. 

     3) Delete a question's options

To delete an existing option: Click on the [Delete] link, present in the Action Column of the Added Options table to delete the Option. You can only delete an option if there are no projects linked to the scorecard.