Location: Management Revalidation
Overview:
Through this menu, it is possible to revalidate scorecards whenever necessary and regardless of whether their expiration time has passed. The first quadrant displays the search filters, which allow you to find the desired scorecards more easily. In the second quadrant, the scorecards that have the validity control configured in its type and revision enabled in its data are displayed, while the third quadrant displays the revalidations by which the scorecard selected in the second quadrant has already passed or is passing.
Scorecards with revalidation configured in their type may go through revalidations after going through the first revision. However, after going through the first revalidation, they will no longer go through revisions, as they will only be revalidated.
|
Specific buttons:
|
▪Click on this button, in the second quadrant toolbar, to view the data of the scorecard selected in the list of records. ▪Click on this button in the third quadrant toolbar to view the data of the revalidation selected in the list of records. |
|
Click on the arrow next to this button in the second quadrant toolbar to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.
|
|
Click on this button, located in the third quadrant toolbar, to revalidate the scorecard selected in the second quadrant list of records. This button will not be available if the selected scorecard has a revalidation in progress. See further details about this operation in the Revalidating a scorecard section.
|
|
Click on this button on the third quadrant toolbar to edit the revalidation selected in the list of records. This button will only be enabled if the revalidation is not "Closed".
|
|
Click on this button on the third quadrant toolbar to delete the revalidation selected in the list of records. This button will only be enabled if the revalidation is not "Closed".
|
|
Click on this button on the third quadrant toolbar to send the selected revalidation for approval. This button will only be enabled if it is configured that the revalidation must go for approval in the validity associated with the scorecard type.
|
Use the "Search fields" to easily retrieve the desired records based on specific information.
|
|