Update Date: August 2023
Created By: Marizane Brummer
1. Go to the TMS URL: https://tms.euphoria.co.za/
2. Choose the desired account. (A user needs access to a manager account in order to complete the below steps)
3. Click on the Scoring menu item.
4. Click on the Create sub-menu item.
5. Click on Create New Scorecard.
6. Give the Scorecard a name, a description and ensure you are on the Quality Assurance Type.
7. Click Apply to save the Scorecard.
8. Select the newly created scorecard from the list.
9. Click on the +Add Section button to create different question categories or groups. For example, Personal Information.
10. Give the category a name and click Apply to save it.
11. Click the + icon on the section bar to add questions to the section.
A. Type the question.
B. Add the different options. Each option could have a score as well.
Note: When selecting Add Not Applicatble answer, the score will be affected when the reviewer chooses this option.
D. Select Apply to save the question.
12. Once all sections and questions have been created, a closing statement can be added.
13. Click Preview to see how the scorecard would look.
14. Once satisfied, click Apply to save the scorecard.
How to Assign a Recording/Assignment to a Quality Assurance Scorecard