|
To edit the data of a scorecard template, first, locate it and select it in the list of records of the main screen. After that, click on the  toolbar button. In order to perform this operation, it is necessary to have the "Edit" control allowed in the security of the type that classifies the selected scorecard template.
At this point, the system will display the scorecard template data screen. The following sections will be available for editing:
Click on this option to assemble the template structure and other visions, so that they are applied to the scorecards based on it. See further details about this operation in the Planning a scorecard section.
|
General data
|
Field
|
ID #
|
Displays the ID # of the scorecard template. If the use of an identification mask was configured in the type, the displayed ID # can only be edited if the "Enable ID # change" option is checked.
|
Name
|
Displays the name of the scorecard template, and it is possible to edit it. In that case, enter the desired name.
|
Scorecard type
|
Displays the type that classifies the template, and it is possible to edit it. In this case, select the desired type.
|
Framework
|
Displays the framework set during the addition of the template, although it is possible to edit it. In this case, select the framework that you wish to apply to the structure of the scorecards based on the template. Use the other buttons next to the field to add a new framework and associate it with the template and clear the field.
|
Range
|
Displays the range set during the addition of the template, although it is possible to edit it. In this case, select the range that will classify the result of achieving the target of the indicators of the scorecard based on the template being created.
|
View profile
|
Displays the view profile set during the addition of the template. In this case, select the view profile that you wish to apply to certain screens of the scorecards based on the template. Use the other buttons next to the field to add a new view profile, associate it with the template and clear the field.
|
Option
|
Checked
|
Unchecked
|
Use mask for indicator identification1
|
When adding indicators directly to the structure of scorecards based on this template, the automatic identification resource will be used. The following fields will be enabled:
▪Identification mask: Select the desired identification mask. Use the other buttons next to the field to add a new mask, use it to generate the ID # and clear the field. ▪Enable ID # change: Check this option to allow the generated ID # to be manually edited when adding indicators to the scorecard template. If it is not checked, the generated ID # may not be edited. |
The ID #s must be manually entered by the user who is adding indicators to the structure of the scorecards based on this template.
|
Use mask for element identification1
|
When adding elements directly to the structure of scorecards based on this template, the automatic identification resource will be used. The following fields will be enabled:
▪Identification mask: Select the desired identification mask. Use the other buttons next to the field to add a new mask, use it to generate the ID # and clear the field. ▪Enable ID # change: Check this option to allow the generated ID # to be manually edited when adding elements to the scorecard template. If it is not checked, the generated ID # may not be edited. |
The ID #s must be manually entered by the user who is adding elements to the structure of the scorecards based on this template.
|
If, at the time of the addition of the indicator/element to the scorecard, its type has identification mask configuration, it will be overwritten by the configuration made in these options.
|
Attributes
|
This tab will only be displayed if at least one attribute is associated in the Details  Attribute tab on the type data screen. The attributes may be filled out with the values set when adding the template, and it is possible to edit them. The way to enter an attribute varies according to the configurations established when creating it.
|
Summary
|
Displays the description, explanation, weakness, strength, unexpected impact, lesson learned, result, recommendation and comment entered when adding the template, and it is possible to edit them.
|
|
It is divided in the following subsections:
Scorecard
|
In this section, it is possible to configure a security list for the scorecards based on this template. By default, the system pre-configures that all users have access to them; however, this configuration can be edited. On the side toolbar, the following buttons are available:
|
Click on this button to add a new access to the security list.
|
|
Click on this button to edit the permissions of the access selected in the security list.
|
|
Click on this button to delete the access selected in the security list.
|
|
Indicator/Element
|
Option
|
Enabled
|
Disabled
|
Scorecard indicator/element default security
|
The security defined in this section will be applied to the indicators and elements of the structure of the scorecards based on this template.
|
Through their respective data screens, it will be possible to customize the security of the indicators and elements of the structure of the scorecards based on the template.
|
On the side toolbar, the following buttons are available:
|
Click on this button to add a new access to the security list of the elements/indicators of the scorecard template.
|
|
Click on this button to edit the permissions of the access selected in the security list of the elements/indicators of the scorecard template.
|
|
Click on this button to delete the access selected in the security list of the elements/indicators of the scorecard template.
|
|
|
Use this section to associate documentations related to the scorecards based on this template. If the template is created from a scorecard or another template, the documentations associated with them may be displayed. It is divided in the following subsections:
Attachment
|
Through this section, it is possible to add, delete, download and view the attachments related to the scorecard template. For further details on how to add attachments to the record, see the Adding attachments section.
|
Document
|
This section is only available if the SE Document component is part of the solutions acquired by your organization. Use it to add or associate the documents related to the scorecard template. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
|
|
This option is only displayed if the SE Action Plan component is part of the solutions acquired by your organization. It allows adding a new action plan, as well as associating action plans that are already created and that are related to the scorecard. To do that, the following options are available:
▪Add: Click on this option and after that, select the desired option: oAction plan: On the screen that will be displayed, select the category that will classify the action plan you wish to add. Save the selection. At this point, the action plan data screen will be displayed, making it possible to configure. oAction plan from a template: On the screen that will be displayed, locate and select the template from which you will create the action plan you wish to add. Save the selection. At this point, the action plan data screen will be displayed, making it possible to configure. ▪Associate: On the screen that will be displayed, locate and select the action plan previously created that you wish to associate with the scorecard.
After adding/associating the action plan, this section will display the structure of the plan in question and its actions, allowing the user to view its information. When you hover the mouse over the card of an:
▪Action plan: The options that allow you to access the data of the action plan and disassociate it from the scorecard will be displayed. ▪Action plan action: The options that allow you to access the action data and delete it from the action plan structure will be displayed.
Refer to the specific documentation of the SE Action Plan component for more details on plans and their actions.
|
|
This option is only displayed if the SE Project component is part of the solutions acquired by your organization. It allows associating projects and programs related to the scorecards based on this template. On the side toolbar, the following buttons are available:
|
Click on this button and select the desired option:
▪Project: On the screen that will be displayed, locate and select the project that you wish to associate with the scorecard. ▪Program: On the screen that will be displayed, locate and select the program that you wish to associate with the scorecard. |
|
Click on this button to disassociate the project/program selected in the list of records from the scorecard.
|
|
Click on this button to view the data screen of the project/program selected in the list of records.
|
|
Click on this button to view the project/program schedule selected in the list of records.
|
Refer to the specific documentation of the SE Project component for more information on programs and projects.
|
|
Scorecard
|
Option
|
Enabled
|
Disabled
|
Expanded structure
|
When accessing the structure of the scorecards based on the template, it will be displayed expanded.
|
When accessing the structure of the scorecards based on the template, it will be displayed collapsed.
|
Field
|
Period start
|
Select the month from which the accumulation of the values obtained from the calculation of the scorecard based on the template will start.
|
Restrict value changes until
|
Fill out this field to determine from which year onwards the scorecard must be calculated. In this case, enter the desired year. This way, the values of the elements and indicators until the entered year will be blocked and will not be recalculated.
|
|
Scorecard evaluation
|
Option
|
Enabled
|
Disabled
|
Evaluate scorecard
|
The scorecards based on the template will be calculated as elements, that is, their calculation will be carried out considering the values of the indicators and elements present in their structure. To do that, the weighted average of the indicators and elements of the scorecards based on the template will be carried out.
|
The scorecards based on the template will not receive percentage, range score etc.
|
Limit item percentage between 0 and 1001
|
When calculating the weighted average, the values of the elements and indicators will be limited between 0 and 100.
|
The values of the elements and indicators will not be limited in the weighted average.
|
Consider range score
|
To classify the result of the evaluation of the scorecards based on the template, the range associated with them will be used.
|
The score will be an average of the scores of the items immediately below the scorecards based on the template in the structure.
|
1 - This option will only be available if the "Evaluate scorecard" option is enabled.
|
Indicators
|
Option
|
Enabled
|
Disabled
|
Automatic indicator calculation
|
When the target and measurement values of the indicators are entered, in addition to these values, the accumulated values and the values of all upper-level indicators will be calculated successively.
|
When the target and measurement values of the indicators are entered, only these values will be saved in the indicators. The accumulated values will not be calculated.
|
Allow measurement without target
|
It will be possible to enter the measurements of the scorecards based on the template even if the targets have not been configured.
|
The measurements can only be entered if the targets have been previously entered.
|
Allow future measurement
|
It will be possible to enter future measurements for the indicators of the scorecards based on the template. For example: it will be possible to enter measurements for the month of November, even if the current month is July.
|
It will only be possible to enter the measurement of finished periods. For example: the June measurements can only be entered when the current month is July.
|
Allow editing retroactive values
|
It will be possible to enter measurements for the indicators of the scorecards based on the template in past periods. For example: it will be possible to enter measurements for the month of October, even if the current month is November.
|
It will not be possible to enter values for retroactive periods.
|
Execute formula for the current period
|
By default, formulas with analytics and process functions are only executed in closed periods. By checking this option, the system will also execute them in the current period.
|
The system will continue to execute formulas with analytics and process functions in closed periods only.
|
|
|
After setting all the necessary configurations, save the record.
|
