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To edit the data of a scorecard, first, locate it and select it in the main screen list of records. 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 selected scorecard type.
At this point, the scorecard data screen will be displayed. The following sections will be available for editing:
If the scorecard has the Revision control configured in its type and it is not its first revision, to enable the fields described below for editing, it will be necessary to click on the Add new revision button on the toolbar.
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Click on this option to define the structure and other scorecard visions. See further details about this operation in the Planning a scorecard section.
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General data
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Field
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ID #
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Displays the ID # of the scorecard. 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.
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Name
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Displays the name of the scorecard, and it is possible to edit it. In that case, enter the desired name.
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Scorecard type
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Displays the type that classifies the scorecard, and it is possible to edit it. In this case, select the desired type.
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Framework
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Displays the framework set during the addition of the scorecard, although it is possible to edit it. In this case, select the framework that you wish to apply to the structure. Use the other buttons next to the field to add a new framework and associate it with the template and clear the field.
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Range
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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 its indicators.
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View profile
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Displays the view profile set during the addition of the scorecard. In this case, select the view profile that you wish to apply to certain screens of the scorecard. Use the other buttons next to the field to add a new view profile, associate it with the template and clear the field.
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Option
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Checked
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Unchecked
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Use mask for indicator identification1
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When adding indicators directly to the structure of scorecard, 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 this scorecard. 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 scorecard.
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Use mask for element identification1
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When adding elements directly to the structure of scorecard, 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 this scorecard. 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 scorecard.
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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.
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Attributes
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This tab will only be displayed if at least one attribute is associated in the Details  Attribute tab on the scorecard type data screen. The attributes may be filled out with the values set when adding the scorecard, and it is possible to edit them. The way to enter an attribute varies according to the configurations established when creating it.
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Summary
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Displays the description, explanation, weaknesses, strengths, impacts, lessons learned, results and recommendations entered when adding the template, and it is possible to edit them.
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This section will only be displayed if the Revision control is configured in the scorecard type and if the revision of the scorecard is enabled. See a detailed description of the sections that will be displayed in the Creating a scorecard revision topic.
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It is divided in the following subsections:
Scorecard
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By default, the system pre-configures that all users have access to the scorecard, however, this configuration can be edited. The toolbar displays the buttons that allow adding a new access, as well as editing and deleting the access type selected in the security list.
To add a new access to the security of the scorecard, click on the  button and perform the following steps on the screen that will be opened:
1.
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In the Access type: select one of the following options to set the access type that will compose the security list:
Access type
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Team
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It will be composed of the members of a team already registered in SE Performance.
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Area
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It will consist of users of a particular business unit/department of the organization.
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Department/Position
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It will be composed of users from a specific department of the company, who have a specific position.
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Position
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It will be composed of users who hold a specific position in the company.
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User
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It will be composed of a specific user.
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All
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It will be composed of all users who have access to SE Performance.
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If the Department option is selected, the following field will be displayed:
Field
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Allowed
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Denied
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Consider the sub-levels as team members
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The controls set for the selected department to incorporate the security list will also be applied to its sub-departments. If new sub-departments are subsequently added to the selected department, they will be automatically added to the security list.
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The controls set for the selected department to incorporate the security list will not be applied to the departments that are below the selected department in the hierarchy.
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2.
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According to selected access type, Search fields will be enabled to be filled out. Use them to facilitate the search of users who will form the security list.
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3.
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Then, click on the  button on the toolbar of the selection screen. Depending on the access type selected and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select the ones that will compose the security list. Hold the SHIFT or CTRL keys down or check next to each item, to select more than a record at a time.
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4.
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In the Controls field, expand the list and check the desired actions. Then, define if they will be allowed or denied for the access type:
Control
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Allowed
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Denied
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Add/Edit
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The user will be able to add and edit the elements and indicators that compose the scorecard structure.
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The user will not be able to add and edit the elements and indicators of the scorecard structure.
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Delete
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The user will be able to delete elements and indicators from the scorecard structure.
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The user will not be able to delete elements and indicators from the scorecard structure.
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View
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The user will be able to view the data of the elements and indicators of the scorecard structure.
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The user will not be able to view the data of the elements and indicators of the scorecard structure.
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Import
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The user will be able to import the target and measurement values of the scorecard indicators.
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The user will not be able to import the target and measurement values of the scorecard indicators.
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The controls that are not checked for a certain access type will be considered "denied".
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5.
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After performing the necessary configurations, save the selection.
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Indicator/Element
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Option
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Enabled
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Disabled
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Scorecard indicator/element default security
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The security set in this section will be applied to the elements and indicators of the scorecard structure. This way, the sidebar buttons will be enabled, allowing you to add, edit and delete an access in the security list.
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Through their respective data screens, it will be possible to customize the security of the indicators and elements of the structure of the scorecard.
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To add a new access to the default security of the indicators/elements of the scorecard, click on the button and perform the following steps on the screen that will be opened:
1.
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In the Access type: select one of the following options to set the access type that will compose the security list:
Access type
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Team
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It will be composed of the members of a team already registered in SE Performance.
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Area
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It will consist of users of a particular business unit/department of the organization.
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Department/Position
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It will be composed of users from a specific department of the company, who have a specific position.
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Position
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It will be composed of users who hold a specific position in the company.
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User
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It will be composed of a specific user.
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All
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It will be composed of all users who have access to SE Performance.
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If the Department option is selected, the following field will be displayed:
Field
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Allowed
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Denied
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Consider the sub-levels as team members
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The controls set for the selected department to incorporate the security list will also be applied to its sub-departments. If new sub-departments are subsequently added to the selected department, they will be automatically added to the security list.
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The controls set for the selected department to incorporate the security list will not be applied to the departments that are below the selected department in the hierarchy.
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2.
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According to selected access type, Search fields will be enabled to be filled out. Use them to facilitate the search of users who will form the security list.
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3.
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Then, click on the button on the toolbar of the selection screen. Depending on the access type selected and the values entered in the filters, the result will be displayed in the list of records, located at the bottom of the screen. Select the ones that will compose the security list. Hold the SHIFT or CTRL keys down or check next to each item, to select more than a record at a time.
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4.
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In the Controls field, expand the list and check the desired actions. Then, define if they will be allowed or denied for the access type:
Control
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Allowed
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Denied
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Alerts
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The user will receive an e-mail notification when the indicator/element meets the event rule.
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The user will not be notified via e-mail when the indicator/element meets the event rule.
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View
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The user will be able to view the information about the indicator/element in the structure and on the details screen.
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The user will not be able to view the information about the indicator/element in the structure and on the details screen.
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Edit (Details)
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The user will be able to perform additions or associations in the indicator detail screen.
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The user will not be able to perform additions or associations in the detail screen.
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Target
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The user will receive the Target input task and will be able to manually fill out the indicator target values.
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The user will not receive the "Target input" task nor will be able to enter the indicator target values.
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Measurement
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The user will receive the Measurement input task and will be able to manually fill out the indicator measurement values.
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The user will not receive the "Measurement input" task nor will be able to enter the indicator measurement values.
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Responsible
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The user will be responsible for tracking the indicator/element. This operation can be performed through the My indicators widget and through the employee profile. This permission can be assigned to indicators through the Responsible section of the indicator data screen in the scorecard structure.
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The user will not be responsible for tracking the indicator/element.
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The controls that are not checked for a certain access type will be considered "denied".
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In practical terms:
If the "Responsible" control is checked for a user but the "Target" and "Measurement" controls are not, this user can track the progress of the indicator, but they will not be able to enter the target and measurement values nor receive the "Target input" and "Measurement input" tasks.
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5.
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After performing the necessary configurations, save the selection.
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In this section, it is possible to associate the documentation related to the scorecard. If the scorecards is created from another scorecard or a template, the documentations associated with them may be displayed. It is divided in the following subsections:
Attachment
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Through this section, itis possible to add, delete, download and view the attachments related to the scorecard. For further details on how to add attachments to the record, see the Adding attachments section.
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Document
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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. Refer to the Adding documents section for further details on how to add and/or associate documents from SE Document.
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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 its structure, allowing to visualize 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.
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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 scorecard. On the side toolbar, the following buttons are available:
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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. |
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Click on this button to disassociate the project/program selected in the list of records from the scorecard.
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Click on this button to view the data screen of the project/program selected in the list of records.
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Click on this button to view the project/program schedule selected in the list of records.
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Refer to the specific documentation of the SE Project component for more information on programs and projects.
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Scorecard
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Option
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Enabled
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Disabled
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Expanded structure
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When accessing the structure of the scorecard, it will be displayed expanded.
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When accessing the structure of the scorecard, it will be displayed collapsed.
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Field
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Period start
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Select the month from which the accumulation of the values obtained from the calculation of the Scorecard will start.
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Restrict value changes until
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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.
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Scorecard evaluation
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Option
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Enabled
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Disabled
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Evaluate scorecard
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The scorecard will be calculated as an element, that is, its calculation will be carried out considering the values of the indicators and elements present in its structure. To do that, the weighted average of the indicators and elements of the scorecard.
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The scorecard will not have percentage, range score etc.
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Limit item percentage between 0 and 1001
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When calculating the weighted average, the values of the elements and indicators will be limited between 0 and 100.
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The values of the elements and indicators will not be limited in the weighted average.
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Consider range score
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To classify the result of the evaluation of the scorecard, the range associated with it will be used.
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The score will be an average of the scores of the items immediately below the scorecard in the structure.
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1 - This option will only be available if the "Evaluate scorecard" option is enabled.
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Indicators
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Option
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Enabled
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Disabled
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Automatic indicator calculation
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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.
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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.
In this case, the accumulated value calculation may be performed through the Scorecard execution or Scorecard calculation menu.
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Allow measurement without target
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It will be possible to enter the scorecard measurements even if the targets have not been configured.
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The measurements can only be entered if the targets have been previously entered.
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Allow future measurement
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It will be possible to enter future measurements for the indicators of the scorecards. For example: it will be possible to enter measurements for the month of November, even if the current month is July.
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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.
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Allow editing retroactive values
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It will be possible to enter measurements for the indicators of the scorecard in past periods. For example: it will be possible to enter measurements for the month of October, even if the current month is November.
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It will not be possible to enter values for retroactive periods.
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Execute formula for the current period
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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.
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The system will continue to execute formulas with analytics and process functions in closed periods only.
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After setting all the necessary configurations, save the record.
If the scorecard is going through a revision, the toolbar will display the options to execute or delete the step. Refer to the Scorecard revision section for further details on how to perform this operation.
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