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ClearPoint Setup - Adding, editing, and reordering status indicators
ClearPoint Setup - Adding, editing, and reordering status indicators

This article explains how to add and manage status indicators in ClearPoint.

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Written by Fernando Montenegro
Updated over 11 months ago

ClearPoint includes four status indicators that can be customized to fit the specific needs of your organization. You can even use your own icons to match your organization's branding which helps you stay on top of your performance management.


Adding a Status Indicator

In this example, we are going to create a Status Indicator for elements that have not seen progress but still require our attention.

  • From the Control Panel click on System Settings

  • Select System Setup

  • Click on Status Indicators under Standard Features

  • By default, you will see four Status Indicators

  • Click the Plus icon to add a new indicator

  • The Status Name field determines how the status indicator will be displayed throughout your account, in this example, we are going to create the status ‘Inactive’.

  • The Score field is used for automatic objective evaluations. In this example, we are going to set it as 0.

  • Mark the checkbox next to Use Custom Status Indicator

  • Drop an image or click to upload an image from your local computer in the Custom Status Icon field

    • Make sure you use either a PNG or JPEG image, as GIF images are not supported ( 24×24 pixel images work best).

  • Navigate to the Elements tab

  • You can also pick which types of Elements will use the status indicator

  • Once you are done with your changes, click Save


Editing a Status Indicator

  • From the Control Panel click on System Settings

  • Select System Setup

  • Click on Status Indicators under Standard Features

  • Click on the edit Pencil icon next to the status indicator you want to modify

  • Update the status indicator accordingly, in this example, we are going to change the name

  • Once you are done with your changes, click Save


Reordering Status Indicators

  • From the Control Panel click on System Settings

  • Select System Setup

  • Click on Status Indicators under Standard Features

  • Drag and drop the Status Indicators in the desired order

  • Once you are done with your changes, click Save Order

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