Getting Started Guides

Everything you need to know to get going with ClearPoint

ClearPoint Strategy User Roles ExplainedUnderstanding the ClearPoint permissions model.

This is the most basic user role. Browsers can view content but have no editing capabilities.

Getting Started Guide - Logging In & Managing ProfileThis article will cover logging into your ClearPoint account and managing your profile.

Getting Started Guide - Reporting PeriodsThis article will cover how to use reporting periods and frequencies in ClearPoint.

As an Updater

Updaters can update (i.e., make changes for a specific reporting period) for items they are responsible for but don’t have full editing capabilities for all content. You may want to start with the Browser Guide first, then continue on to these guides.

Getting Started Guide - Element Detail PagesThis article will show you how to access and manage element detail pages in ClearPoint.

Getting Started Guide - Introduction to Summary ReportsThis article provides an introduction to Summary Reports

Getting Started Guide - Making Your UpdatesThis article will walk through how to make updates to the strategic elements you are responsible for in ClearPoint.

Getting Started Guide - Exporting Your ReportsThis article will cover the different ways to export reports from ClearPoint.

As an Editor

Editors have broader access to create, modify, and delete content in ClearPoint Strategy. If you're new to ClearPoint, you may want to review the Browser and Updater Guides first.

Getting Started Guide - Managing ElementsThis article explores the different types of elements in our scorecard.

Getting Started Guide - Managing DataThis article will show you how to manage your data in ClearPoint.

Getting Started Guide - Project ManagementIn this article, we will provide an introduction to Project Management in ClearPoint.

Getting Started Guide - Charting Your DataThis article will cover how to create charts in ClearPoint

As an Administrator

Administrators have the highest level of control over the ClearPoint Strategy account. Administrators should be familiar with everything that Browsers, Updaters, and Editors can do before starting these Guides.

Getting Started Guide - ScorecardsThis article will cover how to manage your Scorecards

Getting Started Guide - Scorecard ReportsThis article will serve as an introduction to Scorecard Reports.

Getting Started Guide - Administrator OptionsIn this article, we’ll cover account customization options in ClearPoint

Getting Started Guide - Managing UsersThis article will walk through how to Manage Users in ClearPoint.

Video Training

View administrator, end-user, and updater training

ClearPoint Updater TrainingThis training covers everything you need to know to navigate ClearPoint, set home pages, make your updates, and export pages in ClearPoint.

ClearPoint Advanced TrainingThis training covers everything you need to know to manage elements and reports in ClearPoint, as well as update all your information.

ClearPoint Admin TrainingIn Administrator Training, the ClearPoint Team will teach you everything you need to be a successful Admin in your ClearPoint account.

PHAB Accreditation TrainingLearn how your PHAB Accreditation scorecard is structured and best practices to tracking your Accreditation process in ClearPoint.