- 1INTRODUCTION
- 2SETTING UP A NEW SYSTEM
- 2.1The Organisation Structure
- 2.2Users
- 2.2.1Creating, Editing and Deleting Users
- 2.2.2Supporting Data
- 2.2.2.1Access Levels and User Groups
- 2.2.2.2Reporting Group
- 2.3The Strategy Map
- 2.3.1Overview - Flat and Complex Models
- 2.3.2Creating, Editing And Deleting Strategy Map Items
- 2.3.3Strategy Item Types
- 2.3.4StrategyMap Performance Target items
- 2.3.5Strategic Contributions
- 2.3.5.1Normalising Strategic Contributions
- 2.3.5.2Flat Strategy Map
- 2.3.6 Strategy Map Tags
- 2.3.6.1Overview
- 2.3.6.2Setting up data tags
- 2.3.6.3Attaching data tags to performance targets
- 2.3.6.4Reporting data tags
- 2.4Performance Indicators
- 2.4.1Overview
- 2.4.2Performance Indicator List
- 2.4.3Creating, editing and deleting Performance Indicators
- 2.4.4Perspectives and Indicator Types
- 2.4.5Performance Indicators Set Up Considerations
- 2.4.6Supporting data
- 2.4.6.1Performance Indicator Categories
- 2.4.6.2Performance Indicator Types
- 2.4.6.3Scorecard Perspectives
- 2.4.6.3.1How to use Perspectives
- 2.4.6.4Scorecard Perspective Categories
- 2.4.6.4.1How to use Perspective Categories
- 2.4.6.4Units of Measure
- 2.4.6.5Time Intervals
- 2.5Equation Builder
- 2.5.1Creating, Editing, Deleting Equations
- 2.5.1.1Measurements
- 2.5.1.2Parameters
- 2.5.1.3Equations
- 2.5.1.4Example Equation
- 2.5.1.5Attaching Equations to Performance Indicators
- 2.5.1.6Using Performance Indicators in an Equation
- 2.5.1.7Equation measurement workflow
- 2.5.1Creating, Editing, Deleting Equations
- 3PERFORMANCE TARGETS
- 3.1Overview
- 3.2Rules Governing Performance Targets
- 3.3Target Setup: Add/View Targets
- 3.4Target Setup: Target Creation Wizard
- 3.5Entering Target Measurements, Validation and Reporting
- 3.6Editing target fields and related objects
- 3.6.1Edit target fields
- 3.6.2Edit target measurements
- 3.6.3Edit target comments
- 3.6.4Edit target delegation
- 3.7Add/View Responsibility
- 3.8Editing target value for more than one measurer
- 3.9Ending targets
- 3.10TargetExport and Import
- 3.11Exporting Target Data
- 3.12Importing Performance Data (from Measurement Entry window)
- 4ACTION PLANNING
- 5ASSESSMENTS
- 6THE CONTROL PANEL
- 6.1Header Buttons
- 6.2Control Panel tabs: Overview
- 6.3Control Panel display
- 6.4Control Panel tabs
- 6.4.1Dashboard Tab
- 6.4.2Task Tab
- 6.4.2.1Measurement Tasks
- 6.4.2.2Validation Tasks
- 6.4.2.3Action Plan Tasks
- 6.4.3.4Assessment Tasks
- 6.4.3.5Measurement Planner
- 6.4.3Performance Targets Tab
- 6.4.4Reports Tab
- 6.4.5Staff and All Users Tab
- 6.4.6Action Plan Tab
- 7REPORTS
- 8SYSTEM MAINTENANCE
- 9HELP AND SUPPORT
Scorecard Perspectives Categories
Scorecard perspective categories are accessed from the button and are a way of filtering scorecard perspectives by subdividing them into categories that can then be displayed in separate Scorecard reports (see Scorecard Perspectives Category report).
This is particularly useful for those parts of an organisation that have a number of their own perspectives that would be more clearly viewed in isolation from the rest (for example, Corporate, Local Democracy, Housing to use a District Council scenario, schools, colleges or departments for a higher education scenario, and projects, committees, for these and other organisations).
See below for an example list (a new system would not have any scorecard perspective categories):
The perspective category list page operates like other list pages in the Escendency system.
Click "Add" to add a new perspective category, or click an existing perspective's icon to view/edit it. The edit window is identical to that used for perspectives (see previous page).
Enter or update the perspective, then press the "Save" button to save data. Press the "Cancel" button to return to the list of records, losing any unsaved changes.
How to Use Perspectives Categories
Scorecard Perspectives are displayed in either the Scorecard Perspectives Report or the Scorecard Perspectives by Category Report accessed from the user's Report tab. Each perspective can be attached to a scorecard perspective category (once they have been created) from the edit window off the former:
Clicking on the Perspective Categories button brings up the available list:
Once the links have been made (active performance indicators are attached to perspectives that in turn are associated with relevant perspective categories) the report can be run from the scorecard perspective category report option in the reports tab:
From the perspective category report filter selecting one or more categories displays the resultant report:
The report will only display information if performance indicators associated with an active performance target have also been associated with one or more of the scorecard perspectives (an option in peformance indicator set up and edit). Even active performance indicators can be attached or unattached from perspectives at any time.
See the perspectives set up video for a full step by step example.