How can we help you?

New Scorecard Notification


Note: Some organizations now have updated options available when configuring New Scorecard notifications! This feature will be available for all organizations soon. Click here to learn more.

Configuring a notification list allows your organization to automate internal communication to select team members when a scorecard is submitted for a select stage. Once configured, any user added to the submitted scorecard notification list will receive an email notification whenever a user submits a scorecard.

Note: Scorecard notifications can only be configured on a per-stage basis.

In this article, we will cover the following for a single job:

To start, click All Jobs from the navigation bar and select a job from the subsequent list.


Click Job Setup and navigate to Notifications on the left-hand panel.


From the Notifications page, navigate to the Other Notifications section and click Add Notification inline with New Scorecards.



Create New Notification List for a New Scorecard Submission

From the subsequent dialog box, use the Stage dropdown menu to select a stage that will trigger the notification email.


Use the provided Users field to select user(s) from the dropdown menu.

Note: Only users who have appropriate permissions on the job will populate in the dropdown menu. 

Click Save when finished.


All selected users will receive an email for every scorecard submitted for this particular stage.


Edit Notification List for a New Scorecard Submission

To edit the users who will be notified for new scorecard submissions in a given stage, click the Edit icon edit_2.png inline with the stage notification.


In the subsequent dialog box, edit the users to be notified in the Users dropdown menu.

Click Save when finished.



Delete Notification for a Scorecard Submission

To delete a new scorecard notification, click the Delete icon Delete.png inline with the stage notification.


A subsequent dialog box will ask you to confirm the deletion. Click Delete. Moving forward, no users will be notified when scorecards are submitted for this stage.