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Click the arrow located next to this button and select the desired option to add a new scorecard template: blank template, from another template or from a scorecard. See more details about performing this operation in the Adding a scorecard template section.
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Click on this button to edit the data of the scorecard template selected from the list of records. In order to perform this operation, it is necessary to have the "Edit" control allowed in the security of the scorecard type. See more details about performing this operation in the Adding a scorecard template section.
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Click on this button to delete the scorecard template selected in the list of records. In order to perform this operation, it is necessary to have the "Delete" control allowed in the security of the scorecard type. If the scorecard has associated records, it will be necessary to confirm the question performed by the system to perform the exclusion.
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Click on this button to assemble the structure of the scorecard template selected from the list of records. See further details about this operation in the Planning a scorecard section.
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Click on the arrow next to this button 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 the parameters that may be used in the configuration of new reports.
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Click on this button to perform imports related to the scorecard template through a wizard. On the screen that will be opened, select the option that corresponds to the desired import:
▪Element import ▪Indicator import ▪Sub-indicator import ▪Scorecard import |
Scorecard template