Editor users in ClearPoint can enter information, view elements and change update fields. Additionally, they can add new elements to the Scorecards like Objectives, Measures and Initiatives.
Editor User
As an Editor you can do everything an Updater user can do, additionally, you can add elements like Objectives and Initiatives. You can also add things like Owner, Description, edit Charts and even create calculations to your Measures.
One of the biggest differentiators between Editors and Updaters is that Editors have the ability to manage elements in ClearPoint.
Edit fields
Edits fields contain information that is consistent through different Reporting Periods and include things like Owner, Description, or Data Source.
On a Detail page, Edit Fields do not have a Period Label.
Select Scorecards & Elements from your Control Panel
Select Manage Elements
Open Objectives
Choose the Objective you are going to be working with, in this example, ‘Direct Routes’.
Double-click on the Owner field
Assign an Owner accordingly
You can also edit the Description
Once you are done with your changes, click the green check mark to Save
Manage Measures
You can add, delete, and duplicate Measures, you can also sort the order of an element detail page
Please visit the Managing Measures Help Center article for step-by-step instructions.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Measures
Click the Plus icon to add a new Measure
Use the edit Pencil icon to Edit a Measure
Click the three dots icon to Duplicate or Delete a Measure
Edit Measure Series
Please visit the Add and Manage Series Help Center article for detailed instructions.
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, ‘Revenue’.
Editing Series
In this example, we are going to edit a Series name and data type.
Locate the Measure Data table
Double-click on the Series you want to edit, in this example, ‘Actual’.
You can edit the Series Name
Also, you can change the Data Type
Calculation Series
In this example, we are going to add a simple YTD calculation to your series.
Navigate to the Calculation tab
Select Calculated Series from the dropdown menu
Use the dropdown menu to select Actual as your Series
Under Aggregation, select Calendar YTD Sum
Click the Insert button
Automatic evaluation
In this example, we are going to add parameters to evaluate your Series.
Navigate to the Evaluation tab
Mark the checkbox next to the criteria you want to evaluate, in this case Above Target, Caution and Below Plan
Once you are done setting up your criteria click Save
Edit a Chart
Please visit the Add and Edit Charts Help Center article for more in-depth information.
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, ‘Revenue’.
Locate the Chart you want to edit and double-click on it
Update the Name of the chart
Select from a variety of Chart Types
Navigate to the Chart Periods tab
Edit the Reporting Frequency
Use the Refresh Preview button to see a preview of your changes
Once you are done with your configuration, click Save
Managing projects
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Open Initiatives
Select the Initiative you are going to be working with, in this example, ‘Purchase 5 new planes’.
From the Initiative Detail Page you can double-click to edit the Start and End date of a project
You can mark the Initiative as Completed
Locate the Gantt Chart
By double-clicking one of the progress bars you can edit the element Name and Status
You can change the Start and End Date
Select a Percent Complete
Once you are done, mark the green check to Save
Change Page Layout
From the Initiative Detail Page click on the dropdown menu next to the edit Pencil icon
Select Edit Layout
You can arrange the page layout at your convenience
Adding Strategy Maps
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Open Maps
Select the Map you are going to be working with, in this example, ‘Upward Air Objectives’.
Strategy maps allow you to visually represent your organization's overall objectives and how they coexist.
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.