ClearPoint offers customizable top navigation options including Scorecards, Maps, Objectives, Measures, Initiatives, Action Items, and Risks, allowing users to adapt the platform to their company's naming conventions.
Renaming elements and menu items
From the Control Panel click on System Settings
Select System Setup
Click on Menu and Element Names under Standard Features
Click the edit Pencil icon next to the element you wish to modify, in this example, ‘Objectives’.
On the Default Names tab determine how the element will appear across ClearPoint. In this example we are going to use the following:
Name: Goal
Plural: Goals
Menu Label: Goals
Determines how the element will appear in the top navigation
Once you are done with your changes, click Save
Renaming elements within a specific scorecard
From the Control Panel click on System Settings
Select System Setup
Click on Menu and Element Names under Standard Features
Click the edit Pencil icon next to the element you wish to modify, in this example, ‘Objectives’.
Navigate to the Customization tab
Click on Add Customization
Select the Scorecard you want to change the name for
Fill in the Singular, Plural and Menu Label of your customization
Click on Close
Once you are done with your changes, click Save
Reordering elements in the top navigation
From the Control Panel click on System Settings
Select System Setup
Click on Menu and Element Names under Standard Features
Drag and drop the element to reorder using the six dots icon next to the name of the element
Once you are done, click Save Order
Hiding and un-hiding elements from the top navigation menu
From the Control Panel click on System Settings
Select System Setup
Click on Menu and Element Names under Standard Features
Click the edit Pencil icon next to the element you wish to modify, in this example, ‘Risk’.
Mark the checkbox next to Hidden to hide the element from the top navigation
Once you are done with your changes, click Save
You can also hide an element from the top navigation within individual Scorecards
From the Control Panel click on System Settings
Select System Setup
Click on Menu and Element Names under Standard Features
Click the edit Pencil icon next to the element you wish to modify, in this example, ‘Map’.
Navigate to the Customization tab
Click on Add Customization
Select the Scorecard you want to hide
Mark the checkbox next to Hidden to hide the Scorecard from the top navigation
Click on Close
Once you are done with your changes, click Save
Note: If you do not use an element in your ClearPoint account, we recommend hiding it from the top menu to prevent user confusion.