This guide will help you navigate the recent updates to the Scorecard tool and ensure a smooth transition to the upgraded experience.
Adding New Users
To add new users to your Enhesa account, simply reach out to your Account Manager (AM). Setup is quick and easy, and you can control access by region to match your organizational needs.
Applicability Process – What’s New
The Applicability process is now separate from downloading the scorecard and fully integrated online for greater flexibility.
- Access Applicability from the Corporate Dashboard:
- Click into the facility you want to review.
- Select the Applicability Screener button (top right).
- Use the screener to filter out requirements that are not relevant to your organization.
The Applicability screener is now organized by topics and uses toggles instead of yes/no selections. When you adjust these toggles, the screener will display linked requirements, giving you better visibility into the scope and impact of your selection.
Why this matters:
This change allows you to create tailored scorecards based on applicable requirements or any filters you choose—directly from the online platform. No more manual filtering offline!
Downloading Scorecards
Scorecards are now accessed from the Corporate Dashboard (not “Audit Tools”).
- Navigate to the facility whose scorecard you want.
- Go to the Requirements tab.
- Click on the Download icon (under filter options in the top right).
New Download Options
To simplify workflows, you can now export scorecards in multiple ways:
- All requirements
- Filtered requirements (based on applied filters)
- Only applicable requirements
- Applicability and compliance answers
- Scorecard actions
- Format options: Excel or CSV
Improved File Structure
Scorecards are now macro-free, which improves security and portability.
- All topics are in a single tab, making it easier to filter across topics and create reports (e.g., pivot tables).
- The previous multi-tab structure is replaced by a Level 1 Topic column for quick sorting.
Scorecard Columns
Here’s what you’ll find in the new scorecard layout:
- Reference Code
- Requires Revalidation
- Last Major Change (with date filter)
- Change Notes
- Category
- Level 1 Topic
- Topic Code
- Topic
- Applicability Questions
- Requirement
- Scope
- Additional Info
- Related Requirements
- Citations
- Related Documents
- Enforcement Risks (likely outcome of a sanction if non-compliant)
- Applicability and Compliance
- Finding Description / Comments
- Finding Title
- Risk Exposure
- Likelihood
- Consequence
- Risk Factor
- System Factor
- Response Cost Factor
- Action Item
- Recommendation
- Required Close-Out Date
- Responsible Person
- Percentage Complete
Key Benefits of These Changes
- Greater control and customization: Filter and download exactly what you need.
- Improved security: Macro-free files reduce risk.
- Simplified reporting: Single-tab structure makes analysis faster.
- Streamlined workflows: Multiple download options save time.