Section: 2. SETTING UP THE SCORECARD APPLICATION
Subsection: 2.5 Creating the Admin Document
Topic: The Region Information Document


Once the Scorecard application is installed, it is necessary for each region's Scorecard Owner to create a Region Information Notes document . This document contains a number of parameters specific to the region that are used by the data transfer programs. Only one document may be created for each region. (Note: Default documents have been provided for each region, but these must be edited and saved to be correctly initialized).

Here are the steps for updating the Region Information document:

1. From the main Notes Menu, select View Admin then Region Information. Highlight the document for the region you wish to update.

2. From the Notes main menu, select Edit then Edit Document.

3. Change the fields you wish to update. The fields on the Region Information form are as follows:

1. Select Region : select the region name from the list
2. Contact Name: the name of the Scorecard owner
3. Contact Phone Number: the owner's phone number
4. Enter Spreadsheet File Name: the name of the Excel Spreadsheet
5. Date modified: (this field is calculated by Notes)

Note: The spreadsheet name must match the Excel filename exactly. If you have the spreadsheet file installed on a different directory that the default Notes directory, you must include the full path of the file in this field. If you leave off the file extension, the program will append an XLS.

4. Single-click the Save Info button to exit and save your changes (Note: Even if you do not make any changes, always click the Save Info button when exiting, to insure the data is written to your Notes initialization file.