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How To: Create a New Scorecard from Scratch

Updated

Overview

This article is for partners using NMI ScanX Risk Solution who need to create a new Scorecard entirely from scratch. While this option allows you to build a Scorecard without relying on an existing template, it is not the recommended method, as it requires more time and increases the risk of missing important configuration.

We strongly recommend duplicating an existing Scorecard instead, since duplication saves time, preserves existing configurations, and ensures consistency across your Scorecards.

If you still choose to proceed, this guide will walk you through creating a Scorecard from scratch and releasing it to Live.

Prerequisites

  • ScanX Admin permission is required to access the Scorecard Editor in ScanX.

How to Create a New Scorecard from Scratch

Create a New Scorecard

  1. Open the Scorecards page from the admin menu.

    image-20230712-145711.png

  1. Click on ‘Create New Scorecard’ button in top right

    image-20230712-151914.png

  1. Configure your scorecard as required (e.g., add scoring rules, scoring weights, configure thresholds, etc.)

  2. When complete, click the ‘Save’ icon to save your scorecard template. Your scorecard will now be saved under and can be accessed from the Drafts section at the bottom of the Scorecard page.

    image-20230712-152220.png

 

Release a Scorecard into a Transaction

You can release a scorecard into a transaction in two ways:

  1. From the Scorecard page directly; or

  2. From the Scorecard editor

Release from Scorecard page

  1. Open the Scorecard page from the admin menu.

    image-20230712-145711.png

  1. Find the scorecard template you wish to release into a transaction and click ‘Release’. This will open the template and launch the ‘Release Scorecard’ pop-up.

    image-20230712-152402.png

  1. Provide a name for the transaction that will reference the scorecard template and click ‘DONE’. Your scorecard is now enabled in a new a transaction, and you can find the new transaction in the Scorecard Page

    image-20230712-152452.png

Release from Scorecard Editor

  1. Open the Scorecard page from the admin menu.

  2. Find the scorecard template you wish to release into a transaction and click its name to open the Scorecard Editor

    image-20230712-152642.png

  1. Click the 3-dot menu in the top right, then select ‘Release Transaction’

image-20230712-154940.png

  1. Provide a name for the transaction that will reference the scorecard template and click ‘DONE’. Your scorecard is now enabled in a new a transaction, and you can find the new transaction in the Scorecard Page

    image-20230712-152452.png