How to Create and Manage Scorecard Templates
Scorecard templates are a structured framework used to evaluate driver performance. Templates can be customized to align with different types of assets and driving habits, providing a consistent approach to performance monitoring and improvement.
💥Scorecard is part of a premium product, Safety & Compliance, and requires a separate license. Please contact your Account Manager for more information on premium product licenses or reach out to Customer Support at help@tenna.com or call 888.836.6269.
Permissions
To manage Scorecards and scorecard templates, users must have the Manage Scorecards and Manage Scorecard Templates permissions turned ON.
In this article:
How to Create a Scorecard Template
How to Edit a Scorecard Template
Template Overview
Note: An account can have multiple templates depending on the needs of your organization, but an asset can only be assigned to one template at a time.
Each Scorecard Template is comprised of the following:
Configure different thresholds per template to align with the type of asset utilized.
Once Thresholds are created, identify which assets are assigned to a template. Find and assign assets by asset category, organization, or direct search.
Create rules that ensure assets are assigned to the appropriate scorecard template as assets are created or modified. Rules can be based on asset category, asset organization, or both. See step 12 in How to Create a Scorecard Template to learn how to create Auto-Assignment Rules.
Note: This applies only to assets where the template is not already set.
How to Create a Scorecard Template
- 1
- Click "Settings" on the top right of the global navigation page.
- 2
- Click "Safety & Compliance".
- 3
- Select "Scorecard Templates".
- 4
- Click "Create Scorecard Template".
- 5
- Create a template by clicking either"Blank Template" to start with a completely new template, or "Clone Template" to copy an existing template.
Note: If you choose to clone an existing template, all thresholds and coaching rules from the selected template will be copied and pre-populated on the screen, but those thresholds and coaching rules can be edited.
- 6
- Fill out the name and description for the template you are creating, then click "Continue".
- 7a
- Select the Threshold Types that will be used for this template.
- 7b
- Create a name for the threshold, priority (Low, Medium, High, or Critical), number of points that will be deducted, and maximum points per scorecard.
- 7c
- Select recipients to notify and select whether to auto-request TennaCAM video and the number of seconds around the event (if applicable).
- 8
- Click "Create Threshold".
- 9
- Continue this process to complete the Scorecard Template.
- 10
- Enter any coaching rules for the template by clicking "Create Coaching Rule".
Note: Coaching Rules can only be created after the first Threshold has been created.
Name the coaching rule, add conditions to the coaching rule, and select any recipients to notify, then click "Create Coaching Rule".
- 11
- Once the template is completed click "Assign Assets".
Assign assets by either Category, Organization, by Category & Organization, or by individual asset; then click "Add Selected Assets to Template".
- 12
- Once assets have been assigned to the template, click "Set Assignement Rules".
Note: If you select options from "By Category" or "By Organization", or "By Category & Organization" when assigning an asset, you will be prompted to create an assignment rule. These rules ensure newly created or modified assets are automatically assigned to the template in the future.
How to Edit a Scorecard Template
- 1
- Click "Settings" at the top right of the Global Navigation page.
- 2
- Click "Safety & Compliance".
- 3
- Click the dotted icon for the template you'd like to edit.
- 4
- Edit the details of the Scorecard Template.
How to Deactivate a Scorecard Template
- 1
- Click "Settings" at the top right of the Global Navigation Page.
- 2
- Click "Safety & Compliance".
- 3
- Click the dotted icon for the template you'd like to Deactivate.
- 4
- Click "Deactivate".
- 5
- A prompt will appear asking if you'd like to deactivate the template, click "Yes, Deactivate".
Note: If you deactivate a template that has assets associated with it, the assets will no longer use thresholds on the next trip.
Important! Deactivating a Scorecard Template is temporarily turning off scoring, not deleting.
How to Delete a Scorecard Template
- 1
- Click "Settings" at the top right of the Global Navigation Page.
- 2
- Click "Safety & Compliance".
- 3
- Click the dotted icon for the template you'd like to Delete.
- 4
- Select "Delete".
- 5
- A prompt will appear asking if you'd like to delete the Scorecard Template, click "Yes, Delete Template".
Note: A different prompt will appear if assets are assigned to the template you are trying to delete. All assigned assets must be removed from a template before it can be deleted.
See How to Create and Manage Scorecard Thresholds and Scorecard Coaching for more details on your Scorecard Templates.