Purpose
As a user, you can close a Rating Scorecard after all related tasks are complete. This action finalizes the evaluation, locks the scorecard from edits, and confirms it is ready for records, reporting, and audit.
Notes
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On scorecard closure, a new Rating Scorecard is automatically scheduled for the next period for the same CQ Locations and metrics.
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After closure, Admin users can reopen the Rating Scorecard to correct identified issues.
Prerequisites
Installed Package(s): CQ Core, Management Review Dashboard Extension, Rating Framework Extension
Product: Platform &Tenhology
Function: CQ QMI
User Profile: Standard User
Permissions: CQ Base User PSG and CQ QMI Manager PSG
Steps
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From the Rating Scorecard record, under Next Best Actions, click Close or select Close from the Action Menu.
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If eSig is enabled, review the Purpose of Signature.
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Optionally, enter a Comment.
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This field is optional by default and can be configured as required in eSig Settings.
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If eSig is enabled, enter your Password (required).
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Username display or requirement depends on eSig Settings.
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Click Save.
Expected Outcome
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The Rating Scorecard successfully transitions to the Closed stage, indicating that all required actions have been completed and the record is now finalized.
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No further edits or workflow actions are allowed, ensuring the integrity and completeness of the performance evaluation.
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The system reflects the scorecard as Closed for reporting, tracking, and audit purposes.
Additional Resources
ComplianceQuest
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