How to Delete a QC Scorecard Safely

Deleting a QC scorecard in VICIdial works like deleting any other dialer object: you click DELETE, you confirm, and it is gone. The mechanics are easy. The judgement call is whether you should delete at all, or just switch the scorecard off and keep the history it carries. For anything that has graded real calls, that decision matters more than the button itself.

How to delete one

1. Open the QC Scorecards page under the Quality Control menu.
2. Find the scorecard you want to remove in the list of created scorecards.
3. Click the DELETE button next to it.
4. Confirm at the prompt. VICIdial asks you to confirm, the same way it does when you delete a campaign or a list, so an accidental click does not remove anything.

flowchart TD
  A[Open QC Scorecards page] --> B[Find the scorecard]
  B --> C[Click DELETE]
  C --> D{Confirm prompt}
  D -->|Cancel| E[Nothing changes]
  D -->|Confirm| F[Scorecard removed]

Delete or deactivate?

Delete a scorecard only when it was a mistake or a test you never want again. If a scorecard is simply being retired but already graded real calls, deactivating it is usually the safer move. Unticking its Active checkbox takes it out of new assignments while leaving past reviews intact, which is almost always what you actually want when a program changes.

• Delete: throwaway or duplicate scorecards that never graded anything you care about keeping.
• Deactivate: scorecards tied to real reviews you want to keep but no longer want assigned to anything new.

There is no undo on a delete, so it is worth slowing down for a moment. The confirmation prompt is your last chance to back out, and it works exactly like the prompt you get when removing a campaign or a list, so the muscle memory is the same. If you are even slightly unsure whether you will want the scorecard back, deactivate it instead and come back to delete it later once you are certain it has outlived its use.

Timing the delete

Because quality control reviews are tracked per call, removing a scorecard is about housekeeping, not about a single Lead or Campaign. A reviewer who is mid-claim should finish first; deleting under them is the kind of thing that leaves an Agent staring at a broken grading screen. A quiet window, between review cycles, is the right time to clean up scorecards you no longer need. Treat scorecard cleanup like any other change to a live dialer: do it when traffic is low and nobody is depending on the thing you are about to remove.

If deactivating is the better fit for your case, our guide on the Active checkbox covers it. For what a scorecard is in the first place, read VICIdial QC scorecard explained. For the full quality control picture, see VICIdial quality control explained.

Knowing when to delete and when to keep is part of running a clean dialer. VICIfast manages a hardened VICIdial box for you, with quality control ready to use, live in under 40 seconds. See our plans and pricing.