I am going to be making some changes to a coaching scorecard soon and want to make sure that I’ve dotted my i’s and crossed my t’s.
I have done some testing and it appears that:
- if I edit a question on an existing scorecard, it won’t edit any completed scorecards.
- If I delete a question, then it will remove that question from completed scorecards.
- Disabling a scorecard prevents it from showing up as an option for a user, but it won’t remove any completed scorecards.
With this in mind, I think the best option is to create a new scorecard “2021 SDR Coaching” and disable the previous one. This allows us to keep a record of the past scorecard and eliminate any confusion for the end user.
If we don’t make anymore major changes, then I would update it to 2022 to show that indicate it is active/updated. Does this check out? Or do you have any other recommendations for editing scorecards and keeping things organized?
Best answer by Sunny HuangView original