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Location: Execution  Scorecard execution
Prerequisites:
▪Planned scorecard ▪Revision released (if any) |
Optional:
▪Classification (SE Action) ▪Incident type ▪Incident ▪Problem type ▪Problem |
▪Document ▪Category ▪Action plan template ▪Action plan ▪Risk |
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Overview:
Through this menu, it is possible to track the elements and indicators of the scorecards added in the system. The tracking may be carried out through the details of each record, and also through the chart and the dashboard. At this step, it will also be possible to complement the information of the elements and indicators in addition to performing operations related to the targets and measurements.
Specific buttons:
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Click on this button to track and execute the scorecard selected in the list of records. See further details about this operation in the Tracking a scorecard section.
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Click on this button to enter the measurement and additional field values of the scorecard indicators selected in the list of records. See further details about this operation in the Measurement value section.
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Click on this button to view the data of selected scorecard in the list of records.
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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 import or delete target, measurement and additional field values through a wizard. On the screen that will be opened, select the option that corresponds to the desired import:
▪Value import ▪Deletion of indicator values |
Use the "Search fields" to easily retrieve the desired records based on specific information. See in the View  Scorecard menu a detailed description of the filters.
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