Scorecard Templates

Scorecard Templates can be shared or edited by only the author of that template. The author is the person who downloaded the template to the server from the Scorecard Library Tab, or the person who converted the scorecard to a template from a custom scorecard. For more information about this process, see Scorecard Structure.

Customization

If you are the author of the scorecard, when you click the pencil icon to customize the scorecard, you have the option to edit the template (which will change the template for all users), or create a custom copy for yourself (changes will not affect the template and this custom scorecard will not be shared with others). If you are not the author of the scorecard, you will have to create a custom scorecard if you want to edit what you see in the template.