In addition to being able to Log in to ClearPoint and view the information they have access to in the platform, Updater users can enter information, view elements and change update fields, etc.
Updater user
An Updater user is usually someone responsible for adding information periodically into ClearPoint. Updaters can view anything as permitted by their Scorecard Administrator but you can only make changes to Update Fields.
Update Fields
Update fields contain information that will change from one reporting period to the next. Some common examples are entering monthly Measure data and Analysis or providing a project status update.
In this example, we are going to navigate to Measures and update some of its fields.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Expenses’.
Locate the Measure Data table
Double-click on the cell you want to update and enter the appropriate value
You can also provide an Analysis and Recommendations to go along with the updated value
My Favorites
If you know you are going to be updating the same pages periodically, you can mark the page as Favorite for ease of access.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Expenses’.
Click on the Favorite icon at the top right
Easily find your favorites by clicking on My ClearPoint from the Control Panel
Select My Favorites
You can also find My Scorecard under My ClearPoint
My Scorecard shows all elements where you are an owner or collaborator
Export a page
As an Updater you can export pages from ClearPoint in different formats, whether they are Summary Reports or Detail pages.
In this example, we are going to navigate to a Measure and export it to PDF.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Select the Measure you are going to be working with, in this example, ‘Expenses’.
Click on the dropdown menu next to the edit Pencil icon at the top right
Select Export to PDF
Other types of reports like Measures will additionally allow you to Export to Excel and Dashboards have also the option to Export to PowerPoint.
The option Email Page is useful as you don’t have to download and attach a report
Select a recipient from the dropdown menu or enter an email address if it's an external user
You will find a prepopulated Subject that you can modify
Additionally, you can send yourself a copy of the email
In the Body field, you can add a message to give context to the page you are sending
Once you are done, click Save
Briefing Books
As an updater, you can create Briefing Book templates.
Briefing Book templates allow you to hand-pick reports and details pages from Scorecards you have access to and turn them into a convenient PDF report.
Select Documents from the Control Panel
Click on Briefing Books under Templates
Click on the Plus icon
Under Template Name, enter the name of the new template, in this example, ‘Monthly expenses update’.
Under Access select Global from the dropdown menu
You can also set the Access level to Private or Restricted
Navigate to the Scorecards tab
Mark the checkbox next to the Scorecard you want to include in the report
Once selected, the Scorecard will appear on the left panel
Select the Scorecard you want to include information from
Use the tabs to navigate to Measures
Select Measures under Summary Reports
Choose one, multiple or all Measures
Once you are done with your selection, click Save
You will find your newly created report under Briefing Book templates
Your Admin has set what you can update in ClearPoint, if you have any questions about your access reach out to your ClearPoint administrator, they will be able to help you with any access-related questions and make any changes if necessary.
Generating a briefing book template
Select Documents from the Control Panel
Click on Briefing Books under Templates
A list of previously created templates will appear
Click on the Start/Generate icon for the template you would like to use
Select the Reporting Period from the dropdown menu
Mark the checkbox next to Include Recipients, and select the users you want to send the Briefing Book, you can also choose to Select All.
Click on Generate
