Section: 3. CREATING A NEW SCORECARD
Subsection: 3.1 Step-by-Step for the Spreadsheet
Topic: Updating the Spreadsheet


Each month data is gathered and entered, and reports are run as follows:

1. Load Excel 5.0 and open the spreadsheet file SCARD-x.XLS (Where x is the letter identification letter for your region).

2. Select the DataEntry page and move to the top of the column for the month you are about to enter. For example, Jan-95 is in column O. (If you want the row and column labels to show as you work, place the cursor in cell G11, then select Window Freeze.)

3. Enter data for the month into the selected column, in the blue areas only. Note: For semi-annual or annual data, you will be entering data in the appropriate quarter-ending column. For example, if a client survey is completed in May-95, enter the resulting CSI score in the Q2 95 column. Note: Only semi-annual or annual data may be entered in the quarter-ending columns.

4. After entering the monthly data, select the Scorecard page. Enter the month-end date for the data you just entered in cell F3 (the blue shaded area). The Scorecard and graphs are automatically updated.

5. Select File Print-Reports and select the Scorecard to print. Then select All Graphs. Finally, select History. You now have a complete month-end scorecard report and back-up graphs, trends and data.