Adding Individual Scorecard Reviewers (Approvers)

Purpose

As a Scorecard Review Owner, you can assign Approvers by selecting individuals or applying an Approval Matrix.
This task ensures the Scorecard Review follows a complete and accurate approval workflow.

Prerequisites

Installed Package(s): CQ Core, CQ QMI- Summer 2026

Product: Platform & Technology

Function: Editing Scorecard

User Profile: Standard User

Permissions: CQ Base User PSG and CQ QMI Manager PSG

Steps

1. From the Scorecard Review record, under Next Best Actions or Open Activities, click Add Approvers.

2. In the Scorecard Review Approvals section, click New.

3. Scorecard Review is read-only and defaults to the current Scorecard Review record number.

4. Enter the Step number.

5. Optional: Enter the Job Function to limit approver selection to a specific role.

6. Optional: Enter a User or Queue.

7. Select at least one: Job Function or User.

8. If you select Job Function, only users assigned to that job function appear.

9. Optional: Enter Allowed Days to define the number of days for approval.

10. Click Save or Save & New to add another approver.

Example:

Expected Outcome

• Review the Approver list to confirm all selected Approvers appear.

• Verify each Approver shows the correct assigned role.

• Select Edit to update Approver details.

• Select Delete to remove an Approver from the workflow.

• Confirm updates appear immediately in the Approver list.

Additional Resources

ComplianceQuest