Location: File Element
Prerequisites:
▪Element type
Overview:
Elements can be perspectives, objectives, business areas, vision, mission and values (known as institutional elements), among others, that is, those that are directly affected by the organization and related to its dimensions (Economic-Financial, products, services, etc.). Use this menu to create all the elements which may be used subsequently to assemble the structure of the scorecards.
Specific buttons:
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Click on this button to add a new element. For further information on this operation, see the Creating an element section.
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Click on this button to edit the element selected in the list of records.
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Click on this button to delete the element selected in the list of records.
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Click on the arrow next to this button to configure and issue all records or only selected records, configure a new report or associate an existing report, or view the parameters that can be used to configure new reports.
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Click on this button to import elements from an .xls file. See further details about this operation in the Element import section.
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Click on this button to export to an .xls file and the elements presented in the list of records. Note that the export-generated worksheet can be used as a template to subsequently perform an import of elements.
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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 records based on specific information.
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