Scorecard admins can add, edit, and manage elements like Objectives, Measures, and Initiatives. They can also create Summary Reports, generate email reminders, and send them on schedule to ensure your users update their data on time.
Scorecard Admin
Scorecard Admins can enter information, view elements, and make changes to update fields, additionally, they can add new elements to Scorecards like Objectives, Measures, and Initiatives. In addition to this, Scorecard Admins can manage Scorecards they have access to, create new Summary Reports, create and send reminder emails, and set schedules for reminders.
How to set up permissions for a user
From the Control Panel click on System Settings
Select Manage Users
Locate the user you want to set up permissions for and click the edit Pencil icon
Under User Type select Scorecard Admin
Navigate to the Scorecards and Home tab
Under Select Scorecards mark the checkbox next to the Scorecard this user is going to be Scorecard Admin
Once you are done with your configuration, click Save
Managing Scorecards
Scorecards can be thought of as folders that store elements like Objectives, Measures, and Initiatives.
Please visit our Managing Scorecards Help Center article for more in-depth information.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Scorecards
Locate the Scorecard you are going to be working with, in this example, ‘QBO’.
Click on the edit Pencil icon
You can update the Status by clicking the dropdown menu
Navigate to the Edit Fields tab
You can edit the Name
Once you are done with your changes, click Save
Copy Forward Scorecard
You can copy information across a Scorecard from one Reporting period to another one, it includes Statuses, Analysis, and other information of your choice.
Select Scorecards & Elements from the Control Panel
Choose Manage Elements
Click on Scorecards
Locate the Scorecard you are going to be working with, in this example, ‘Eastern Division’.
Click the three dots icon
Select Copy Forward Scorecard
Use the dropdown menus to select the Source and Destination Period
Mark the checkboxes of the elements you want to copy under Elements to Copy
Under Data To Copy mark the checkboxes of the data you want to copy
Once you are done with your selection, click the Copy Forward button
Summary Reports
ClearPoint has several reports available like Gantt Chats, Dashboard Reports, and Alignment Matrix Reports.
Please visit our Summary Reports Help Center article for more in-depth information. You can also set a Summary Report as a landing page, please visit, Setting up a Scorecard landing page for instructions.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Click on Scorecard Reports
Locate the Scorecard Report you are going to be working with, in this example, ‘Default Grid’.
You can also select Measure Reports
Locate Dashboard
You can also select Initiative Reports
Locate Gantt Chart
Managing Reports
Summary Reports offer a detailed overview of your organization's progress and highlight the areas that require improvement.
Please visit our Managing Summary Reports Help Center article for more in-depth information on how to create a Summary Report.
Select Scorecards & Elements from the Control Panel
Choose Manage Reports
Click on Measure Reports
Locate the Measure Report you are going to be working with, in this example, ‘Summary Report’.
Click the three dots icon
From here you take any of the following actions
Edit Report
Favorite Report
Duplicate Report
Delete Report
Send reminders
Email reminders can be sent on a schedule to remind users to update their information.
Please visit our Creating and sending email reminders Help Center article for more in-depth information.
Select Automation from the Control Panel
Choose Reminders
From Manage Reminder you will see your existing reminders and scheduled reminders
Click the three dots icon, you can click on Send Reminder
Select the Reporting Period
Click Send
Briefing Books
No matter which Scorecard you are in, you can always create and generate Briefing Books.
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.