**wss 1/25/23

Score Card Management

Score Card Management controls the building and configuration of all fixed Scorecards within the application. Indicators and Scorecards in this module are considered snapshot indicators – their values are created for a fixed point in time and there are underlying data cubes for every indicator. This approach preserves data but does not accommodate changes to the Organization structure for trending data.

Score Cards and Indicators found in this module are calculated differently than the dynamic Indicators in use by the Executive Knowledge Manager in both the client and web modules.

A. Score Card Manager – Master Record. Originally created and maintained by development staff. 

Refresh – select to update to latest data records.
Options:

B. Copy Score Card – Full(WSI Protected)
C. Copy Score Card – Skeleton(WSI Protected)
D. Copy From Template – Full
Copies entire scorecard definition for all indicators (as is copy)
E. Copy From Template – Skeleton
A skeleton copy on the other hand retains only the first sample line of source data and the common sections, as the user intends on creating a whole new set of indicators on this scorecard.

AA. Notes – Score Card Notes, child of Score Card Master

Provides a description of the functionality of the selected Score Cards.

AB: Columns, Rows, and Rules 
This section controls how columns and rows operate within the structured Scorecard.

ABA: Columns and Captions

ABB: Rows and Row Rules

Row Rules:

AC: Column Bands

Bands are used to group and organize columns on the Scorecard.

AD: Queries

AE: Layout Preview

Main View
Layout Preview is a useful tab that shows what the current format of the Scorecard will look like based on alterations made to the Columns, Rows, and Bands. It also acts as a drag and drop builder for any changes desired.

Main View

Force One Level Preview

Options – Fix and Validate Layout
Columns, Bands

Is Layout Valid

B. Support Tables – Dashboard Display Groups

Display Groups are required by the Scorecard data structure but not particularly useful as most sites only maintain the base version of scorecards, rolling them forward each month.