Review Pulse-generated or manual scorecards, score items, mark them Reviewed, and swap templates when needed.
Before you start
Before you review Scorecards in the Inbox:
Scorecard Templates and criteria should already exist (see How to set up Scorecard Templates)
A Scorecards role: Super Admin, Manager, Owner, Supervisor, or Organization Manager
Steps
Follow these steps to review Scorecards in the Inbox:
Go to Admin → Scorecards (opens Scorecards Inbox).
Set filters such as Start Date, End Date, Pulse Assessment, Status (Todo, In Progress, Reviewed), Organizations, Campaigns, Teams, Agents, and Scorecard Templates.
Select a scorecard. Read Assessment and Communication Details.
If there is no template, select Add Template. To change the rubric, select Swap Template.
Score each item (for example Pass / Fail or a scale). Add Item Notes or Notes. Use the private-note switch when notes should be hidden from the agent.
Select Reviewed when scoring is complete.
Tips
When you review Scorecards in the Inbox, these tips help:
Complete scorecards are read-only until you select the edit icon.
On a complete scorecard, Agent View hides private notes; Manager View shows them.
Dashboard in the left drawer is the Scorecards Dashboard for reviewed-card performance (not setup).
What success looks like
When you finish reviewing a scorecard in the Inbox, status is Reviewed and the card’s right border is green. If the inbox is empty, you will see Unable to find any scorecards — widen dates or set Status to Todo. If items are missing, add or swap a template; Add a template to manually score items. appears when none is attached.
Limitations
Scorecards Inbox has these verified limits:
Share appears only when shared links are enabled for the account.
Swap Template / Add Template lists active templates only.
Common questions
Who can review Scorecards in the Inbox?
Super Admin, Manager, Owner, Supervisor, and Organization Manager can review Scorecards in the Inbox. Template create/edit remains Super Admin only.
Why can’t I score items on a scorecard?
You cannot score items until a Scorecard Template is attached. Select Add Template (or Swap Template), then score. Completed scorecards stay locked until you select the edit icon.
Related articles
How to set up Scorecard Templates