Manual

Views and Scorecards

Scorecard settings

Scorecards

A gross list was for all measures and activities

In Stratsys, a hierarchical compilation of strategic information for a scorecard is called. Examples of scorecards include: Business plan, Business plan, environmental plan, internal control plan or systematic quality work in the school system and social. Your scorecards are the backbone of the tool and our consultants will therefore gladly assist you in setting up new plans so that you get a good, simple and clear structure right from the start. To see contacts, click the green question mark in the upper-right corner of the Stratsys.

A scorecard is usually divided into columns, and depending on the customer's specific needs, the columns contain different types of information. It is common for columns to contain information such as: strategic goals, success factors, measures, and activities. Each column can contain only one type of information, i.e., text, dimension, or Aktivitetsnoder.

View and change scorecards

Here you go to change the name or periodicity of an entire scorecard and to make settings that affect scorecard columns. To view or change the settings for a scorecard, click Wrench To the left of the scorecards name.

Page Change scorecard opens and there you can make changes in the areas:

General Tab

General Tab

To change to something else, click the name of the scorecard. You can also choose a different general periodicity for the entire scorecard. However note that a selection of new periodicity only affects new columns that are added to the scorecard. The frequency of existing columns is not affected by the change!

To exit, confirm your selection by pressing the Save.

Columns

Add or change a scorecard column

To add a new scorecard column, start by clicking Add Column below the list of columns. To change a column click Gear wheel to the right instead,. Whether you choose to add a column or change a column, a similar page appears. The procedure for both of these scenarios is described here.

Obs! Plan carefully which scorecard columns you need to have before you start this work and please take the help of our consultants! To see contacts, click the green question mark in the upper-right corner of the Stratsys. It is possible to delete a scorecard column later, but when the information in the column can be used in very many different ways in the tool, and all of these dependencies must be removed before deletion, it is a very time consuming and complex work. It can also be difficult to see what consequences the change can have in the longer term.

The settings are divided into:

General - see General settings.
Can be connected to the scorecard -Specify which columns the text/destination/aktivitetsnoder in this column should be linked to (within the same scorecard). See can be connected to within the scorecard.
Can be selected in to other scorecards- Select from which other scorecards the text/target/aktivitetsnoder from this column can be selected (get a new connection). Se can be selected in other scorecards.
Responsability roles -Select which responsibility roles should be possible to specify in all text/destination/aktivitetsnoder that are displayed in this scorecard column. See Responsability roles.
Description fields - Specify which description fields the text/destination/aktivitetsnoderna in this column should contain. See Description fields.
Keyword groups -Select which keyword groups the text/target/aktivitetsnoderna in this column should be tagged with. Keyword groups.
Comment templates -Should the comments in this column contain any preselected text, select the correct kommentarsmall (or create a new one) here. See Comment settings.
Comment notifications -If you want different instructions to be displayed during different parts of the year, here you can choose which comment instruction to display/each period. (see examples). Uses column the periodicity Years It is only possible to provide an instruction for the whole year. See Comment settings.
External codes -Used to specify where data is loaded from other systems should be placed. Contact your consultant for further questions. To see contacts, click the green question mark in the upper-right corner of the Stratsys.

General

Name
In the text box, you can enter a new Name For the column. In the example below, the column is already Activities.

Node type

If the column has no added nodes, you can change the node. Have the added Nodes column, the option is disabled. The example above is of node Activity.

Definition
In the field Definition , you can type a text that will appear in the views when you hover over the column name. The text can explain what is meant by the column name, ex. Objectives of the Board or Critical success factor. The definition also appears in the help text of the Name field in the node's Edit window.

Periodicity
You also have the option of choosing that the scorecard column should have a different periodicity than the scorecard. This includes the deadlines of the nodes, see Periodicity and deadlines. In the picture example at the top of this article, the Tertial Specified.

Obs! The periodicity of a scorecard column always goes before the setting for the entire scorecard. If you change the periodicity of the scorecard, the change is not reflected in the scorecard column.

Place
When you create a new scorecard column, you can select where it should be added in relation to other columns. You do not have the option to move a scorecard column later (after the first node is created in the column)! In the picture example above in the article, nodes are already created-therefore, the placement is disabled with the setting the last specified position- Way Last.

Obs! We recommend that you do not use columns of node Text After Columns of type Measure Or Activity. If these subnodes are attached to consolidated measures or tasks that are left in a view, the nodes will not be visible downwards to the underlying units with this set. In most cases, the set will look so that all text columns are first in the scorecard.

The picture example also shows two options that are only applicable to task columns.

Appears in the to-do list gadget
This setting specifies that activities in this scorecard column should appear in the to-do list gadget and that email reminders are enabled for this column (if your E-mail settings are enabled).

Can be connected to the scorecard

This is where you decide where authorized users should be allowed to join new nodes. This can involve completely newly created nodes or nodes that need to be reconnected, that is, moved from one point in the scorecard to another. A reconnection can also involve connecting a node to more than one place. You control which column it should be possible to add/attach to a node.

It is possible to create connections to all columns that precede the current scorecard column, regardless of the column type. Nodes to be added to the scorecard's first column or disconnected past the first column are connected to the vision. For this reason, the Vision column is always included as an option in the overlying image.

Check the columns you want it to be possible to connect to. If you have the function department specific connection rules enabled, it is also possible to select which unit groups should be able to create this connection. In the picture above you can see, for example, that it should only be possible to create a join (from in this case a measure column) to a mission statement if you belong to a department belonging to Department groups Operations & departments. Please contact your consultant for further questions regarding this. To see contacts, click the green question mark in the upper-right corner of the Stratsys.

If you do not use department specific connection rules the displays only a check box that controls the ability to associate all department department groups at once against the selected scorecard column.

Select nodes from other scorecards

Select in the same version

If you use several different scorecards, you can sometimes benefit from retrieving information from one scorecard to another scorecard. You choose which other scorecards ' columns it should be possible to select nodes from. All selections that are possible are listed and you select by selecting the checkboxes next to the column names. You can only select scorecard columns that are the same type as the one you want to select from. For example, measure column to measure column.

Obs! You cannot uncheck a selection if there are already nodes shared between the scorecard columns.

Why are some column selections inactive?

The reason for the check box for some columns are inactive is that there are already elected nodes and that the functionality cannot be deactivated until these connectors are removed.
Only nodes from columns that have the same periodicity can be selected. However, individual measures do not have the same periodicity as their dimension scorecard column.

Select nodes into the planning version from current version
Another common area of use is to be able to choose in to the planning from the current version. If in the same scorecard you want to choose from the current version to the planning, you do not need to activate anything here, it is enough to turn on the functionality of the view. See Enable option to select in nodes.

External code

This option is only visible if you have a linked source system. See Source system and external codes.

Remove a Scorecard

It is possible to delete an existing scorecard, but since the content can be used in very many different ways in the tool, all these dependencies need to be removed before the scorecard is deleted. The conditions for removing a scorecard are as follows:

No nodes can be present in any of the scorecard columns
No views may depend on the scorecard
No reports will depend on the scorecard (also applies to archived reports)
No columns from other scorecards may be connected to the scorecard

To remove a scorecard, click Wrench To the left of the scorecards name, and then select Remove. If there is still a dependency left, you will be notified of this.

Obs! We recommend that you talk to your consultant before removing a scorecard that has been in previous use. To see contacts, click the green question mark in the top right corner of the Stratsys.

A gross list was for all measures and activities tab: other

In Stratsys there are two automatically generated scorecards that contain all measurements and all activities throughout the database, regardless of which scorecard they have a link to or what periodicity they have. These gross lists are used, among other things, for the system to be able to remove the top unit of measure or tasks that are consolidated (copied downwards to the underlying units).

If you add new tasks/measures to any scorecard, they are automatically connected to this scorecard and displayed in its views.

The gross lists can also be used to select activities/measures. Se can be selected in other scorecards.

It is not possible to delete the gross lists.

Enable the gross lists to be visible in the tool
If you need to be able to see all the measurements in, for example, Same view, you can enable the Bryttolistorna to be used during the Scorecard On the Other tab (see figure below). In this case, the gross lists will be displayed ex. On the dimensions and activities Kopplingsflik and in the administration during Views of scorecards. They will also be selectable when you create new report parts.

OBS1! Be careful with changes to the nodes in the gross list, as deletions from here are not reversible in the same way as deletions in a standard scorecard.

OBS2! We recommend that you do not use a view that is based on a task/measure gross list for reporting if you use different scorecard periodicitys for different task/measure columns. For example, the Be difficult for users to see which period, for example, comments will be written in for this particular area of use.