Saving Scorecards
complete
A
Ashley Marsden
Please create an error message if someone tries to save a scorecard without entering an overall rating! People miss this all the time and don't see the red bar that outlines the overall rating. We would save so much admin time from following up if people got notified that their scorecard won't save unless they select an overall rating before exiting out of the scorecard.
Mike Glass
complete
Thanks for the suggestions! We try to save scorecards automatically when they are updated, however there is a "Save Scorecard" button that you can press to make sure. Also, whether you push the button or it saves automatically, a little "Saved" message will appear next to the buttons.
T
Terri Hammond
Mike Glass Please changed the "little 'Saved' message" to a BIG "saved" message. Folks continue to miss it, then ask, "Did it save?"
CLARIFICATION: I'm mostly talking about what EXTERNAL users see, when they've been asked to add a Scorecard using a URL. It's just like.. not great. If they've forgotten an overall score, there's no error message. The "overall" section just gets a red line around it. And if they click "Save Scorecard," they get a spinning progress wheel, then... nothing at all. No note, no popup, nothing to indicate it has saved. This is where we get repeated questions.
O
Olivia Lee
I feel like this happens already but I like Terri's suggestion to get an acknowledgement when you actually save the scorecard and have an indicator that the reviewer knows that its submitted vs just saved in real time
T
Terri Hammond
Also, under "saving scorecards" - Any way to get an acknowledgement ("thank you") when the user is saving? I've had multiple users in my org say, "I don't know if it saved or not. I couldn't tell."