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Indicator

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Location: View arrowrgray Indicator

 

Overview:

Through this menu, it is possible to see the scorecard indicators and the information pertaining to them. Note that in the list of records on this screen the columns set up in the default view profile of SE Performance will be displayed. The indicator values will only be displayed for the logged user if they have the View control enabled in the security list.

Through the field located in the upper right part of this menu, it is possible to alter the search view between:

Vision

Description

Details

Displays the indicator information in the current period.

Simple listing

Displays the indicator information in the current period in a summarized way.

Events

Displays the indicators with associated events.

Initiatives

Displays the indicators with associated action plans and projects.

 

Specific buttons:

view

Click on this button to view the details screen of the indicator selected in the list of records.

bi

Click on this button to use the Analytics resource to analyze the result obtained from the search.

report_config

Click on the arrow placed next to this button to configure and issue the desired indicators reports. This button also allows configuring a new report or associating an existing report and also consulting the parameters that can be used in the configuration of new reports.

export

Click on this button to export the displayed indicators in the list of records, to an EXCEL spreadsheet.

spreadsheet

Click on this button to view the data of the default view profile, that is, the view profile that is being applied to the indicator view screen.

3_quadrants

Click on this button to change the main screen layout to three quadrants. When selecting this option, the third quadrant will display the details about the indicator selected in the list of records in the second quadrant.

2_quadrants

Click on this button to edit the layout of the main screen to two quadrants.

 

Use the filters described below to locate the desired records through specific information. To use them, go to the Search field panel and click on the addfilter button to add filters.

 

For further details about the "Search panel" and other view operations, refer to the "User guide arrowrgrayy Views" section.

 

hmtoggle_arrow1General
hmtoggle_arrow1Indicator
hmtoggle_arrow1Element
hmtoggle_arrow1Element type
hmtoggle_arrow1Scorecard
hmtoggle_arrow1Responsible
hmtoggle_arrow1Action plan
hmtoggle_arrow1Project
hmtoggle_arrow1Occurrence
hmtoggle_arrow1Incident
hmtoggle_arrow1Problem

 

After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be displayed on the right-side of the view screen.