---
title: Scorecard Form Assignment
slug: secure-assist/scorecard-form-assignment
icon: 👔
createdAt: 2025-09-13T03:22:19.294Z
---

After creating a scorecard form, you must map it to the appropriate teams, skills, or other attributes. To assign it to selected teams or skill categories…

Click on the side tab option "**Assignments**".

**Assignment of forms** view will be based on 

- Interaction Type 
- Skills 
- Skill Proficiency 
- Team 
- Scorecard Name
- Priority Level

You can perform any action on the existing assignments by - 

**✏️ Edit** – Modify an existing rule 

**🗑️ (if available)** – Delete a rule

### Create New Rule

**Rule Name - **Enter a descriptive name for the rule.

**Priority - **Select how important this rule is relative to others. (High , Medium , Low)

**Interaction Type - **Choose the type of interaction this rule is meant to evaluate. ( Call, Chat etc)

**Assigned Scorecard - **Select the scorecard that should apply when this rule is triggered.

**Scorecard LOB (Line of Business) - **This is automatically populated based on the selected scorecard.

**Agent Skills - **Select one or more skills that the agent must have for this rule to be used.

**Skill Proficiency - **Choose the proficiency level required for this rule:

**Team - **Select the teams for which this rule should apply. When the team is selected , it will also display the team details, in terms of agents , matching agents, agent details etc

**Cancel - **Click **Cancel** to discard the rule and return to the previous page.

**Create Rule - **Click **Create Rule** to save the configuration.

Once saved, the new rule will appear in the **Assignment Rules** list.

Select team to which the scorecard form is to be assigned to. 

Once the scoreform is assigned to a team , and needs to to verify agent/team as to which scorecard form is assigned, click on "Filter". Search the agent and the interaction type. The details will be displayed.