Scorecard import

SE Performance allows importing scorecards in batches from an Excel spreadsheet, in order to make the configuration of the records easier. This import can be performed through the following menus:

▪File

Scorecard template. Use this menu to import scorecard templates, elements, indicators and sub-indicators to the structure of a scorecard template.

▪Management

Scorecard planning. Use this menu to import scorecards, elements, indicators and sub-indicators to the structure of a scorecard.

To perform an import, click on More

. On the import wizard screen that will be opened, select the Scorecard import option.

Import spreadsheet configuration

In the Select file step, the spreadsheet containing the information of the scorecards to be imported must be uploaded. To do that, it is necessary to have the spreadsheet configured previously. The template spreadsheet can be obtained through the First time? section of this import step.

Fill out the cells of the columns in the STRSCORECARD tab on the spreadsheet with the data of the scorecards you wish to create. In order to successfully fill out the spreadsheet, it is necessary to have a scorecard template properly configured. The Recommendations tab displays information on the column fields: if they are required, their type and their description.

After filling out the necessary fields, save the spreadsheet. It is important to point out that the file extension must be .xls.

Select file

In the Send file field, upload the properly filled out spreadsheet. The system will validate it if the spreadsheet has records. Otherwise, it will display a message informing about the error in the spreadsheet configuration.

Note that the spreadsheet must be exported in the same language in which it will be imported in SE Suite. For example, if the spreadsheet is exported with the language of SE Suite set as English, and it is imported with the language of SE Suite set as Portuguese, the system will not validate it.

Use the Next button at the bottom of the wizard to access the next step in which it is located.

Execute

In this step, a list containing the scorecards configured in the spreadsheet will be displayed. Make sure that all columns are properly filled in. Note that the columns displayed correspond to the columns in the import spreadsheet. Use the

button on the side toolbar to delete the selected scorecard from the listing. With this, it will not be imported.

Click on the Next button at the bottom of the screen and confirm the request made by the system to start the import.

View

In this step, it is possible to monitor if all scorecards were successfully imported or if any errors occurred. Click on the Finish button to end the import and exit the wizard.

▪Use the Previous button at the bottom of the screen to return to a previous step of the import to make the necessary changes.

▪Use the Cancel button at the bottom of the screen to exit the import wizard. Note that all the data entered up to then will be lost. To perform this operation effectively, it is necessary to confirm the question asked by the system.