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Location: Management  Scorecard planning
Prerequisites*:
*According to the selected scorecard creation option.
Optional:
Overview:
A scorecard can be made up of institutional elements (vision, mission, values, etc.), strategic elements (perspectives, objective, etc.), strategic map and strategic analysis (SWOT analysis and decision matrix). Through this menu, these elements are combined to elaborate the scorecard in order to track the results of the elements and indicators and to give publicity to the company's strategic planning and objectives.
Specific buttons:
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Click the arrow located next to this button and select the desired option to add a new scorecard: blank template, from a template or from another scorecard. See more details about performing this operation in the Adding a scorecard section.
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Click on this button to edit the data of the scorecard selected from the list of records. In order to perform this operation, it is necessary to have the "Edit" control enabled in the security of the scorecard.
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Click on this button to delete the scorecard 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. If the scorecard has associated records, it will be necessary to confirm the question performed by the system to perform the deletion.
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Click on this button to plan the scorecard selected in 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 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 |
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Click on this button to enable/disable the selected record on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.
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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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