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Adding a scorecard

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See a quick and easy way of creating a scorecard in the "Create a scorecard" topic of the SE Performance Quick Guide!

 

To add a new scorecard, click on the arrow next to the new button on the main screen toolbar and select one of the following options:

Add: Allows creating a blank scorecard. On the screen that will be displayed, select the type that will classify the scorecard and save the selection. To successfully add a scorecard, the logged-in user must have the Add control allowed in the security list of the selected type.

New from a template: Allows creating a scorecard based on a template created previously. On the screen that will be displayed, locate and select the desired scorecard template and save the selection.

New from existing: Allows creating a scorecard based on another previously created scorecard. On the screen that will be displayed, locate and select the desired scorecard and save the selection.

 

On the scorecard data screen that will be displayed, fill out the fields of the following subsections in the General data section:

 

scorecard_dados

 

hmtoggle_arrow1General data
hmtoggle_arrow1Attributes
hmtoggle_arrow1Summary

 

Save the record. At this point, the other sections will be enabled to be filled out. Refer to the Editing a scorecard section for a detailed description about the fields that will be displayed.