Versions Compared

Old Version 3

changes.mady.by.user amani imtiyas

Saved on

compared with

New Version 4

changes.mady.by.user amani imtiyas

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • STEP 3: Then specify the description, target score, and variance.

  • STEP 4: Click 'SAVE' before proceeding further. You will not be able to link any KPIs to this scorecard unless you save it first.

  • STEP 5: To link existing KPIs to the scorecard, left click your mouse on the item you want to link and hold the mouse button down while you drag it to the center. (Initially, you will see an area which reads 'Link items by dragging them here'. After the first linking is made, you can drag and drop the KPIs to the header area on the linking items table to create the link).
    A dotted line will appear when you have positioned the item in the correct location at which point, you should release the mouse button and the link will be created.

Info

A KPI can only be linked to a scorecard once in order to ensure results aren’t ‘double counted’. If you try to link it again, you will receive a warning message.  Be mindful of this if you are creating a KPI with sub scorecards where the KPI may be linked to both.

  • STEP 6: To link existing scorecards to the current scorecard, drag and drop the scorecard from the left into the scorecard area.
    You can also create a new sub scorecard from within a scorecard by clicking the link titled “Add a new scorecard that is linked to this scorecard”.

...

  • STEP 1: Select the View period from the dropdown list.

    • Selecting YTD will show performance from the beginning of a financial year to the date you view scorecards.

    • Date range option will allow you to view performance information for a specific time frame using the date controls.

    • Other time frame options are available in the dropdown menu.

  • STEP 2: Select the Display format - the dropdown lists the variety of display formats available.
    The normal view will display Unit, Target, Actual and indicator. Selecting the complete view will include comments as well. The symbolic view will only display the indicator and Text view will only the show unit, target and actual.

  • STEP 3: Click on the ‘PRINT’ button to view a PDF version of the report.

Info

Linked items are displayed on the Scorecard in bold text. Any items linked to these items are displayed in plain text underneath these linked items.  For each of these lower level items, their unit, Target, Actual and Traffic Light can be displayed, depending on the ‘DISPLAY AS’ option selected.

  • A green light indicates that the Actual score is better than the Target (or within the Target range for Goalpost KPIs).

  • An amber light indicates that the Actual score is worse than the Target but still within the Variance.

  • A red light indicates that the Actual score did not meet the target and is outside the variance (or outside the Target range for Goalpost).

The Overall Performance Traffic Light indicator is generated by comparing the Overall Performance Target against the Overall Performance Actual. See section Scorecard Calculation Example below.

Tip

Tip: Including an inactive KPI in a Scorecard may cause incorrect values to be displayed.

...