Archive a Scorecard

Archive a Scorecard

How to archive a scorecard on BEEToolkit

Step 1: If you are already inside a scorecard, click on the first tab, ‘Your Scorecards’. Alternatively, from the Dashboard, go to ‘Scorecards’ then click on ‘View All’.

Picture_1.png  Picture_2.png

Step 2: From the list of scorecards, click on the three dots to the right of the desired scorecard and select ‘Archive’.

Picture_3.png

All archived scorecards can be viewed from the ‘Show Archived Scorecards’ section. You can also unarchive any should you wish it to be on the Active Scorecards list.

Picture_4.png

    • Related Articles

    • Create a New Target Scorecard

      Creating a New Target Scorecard Click on view all to create a target scorecard as shown below: Step 1 will take you to the screen below, then click on ‘New Generic/QSE Target Scorecard’ Step 2 will take you to the screen below, complete the fields ...
    • Create a New Scorecard

      Go to scorecards and select “view all” as shown below. Step 1 will take you to the screen below then click on ‘New Generic or QSE Scorecard’. You will then be taken to the below screen. Complete all the fields provided with the necessary information ...
    • How to link a Preferential Procurement scorecard from SMS

      When you have created a procurement in the SMS system, you have to update it into your Toolkit scorecard to complete your report. Step 1: Click on Open scorecard icon (View All) from the dashboard page, as depicted below: Step 2: Select the scorecard ...
    • Create a New Scenario

      Creating a scenario scorecard: The scenario planner allows the user to measure the impact of different initiatives on their B-BBEE scorecard. To create a scenario scorecard, click on “Go to scenario Planner as shown below. You will then be taken to ...
    • General Information - Definitions

      General financial information is captured from a measured entity's current management accounts or audited financial statements. This financial information is used in the calculation of certain indicators within the Ownership, Skills Development, ...