Metric Overview and Creating and Editing Scorecards

Creating/Editing Metrics on a Scorecard: Click the + when you add a metric in any Scorecard module.  When you create a metric, there is a quick edit window to enter the metric name, format, minimum, meets, and exceeds.  Click Update to save the metric.  The metric will automatically be entered at the bottom of the scorecard list of metrics.  You can use the drag-and-drop to move the metric to the order you want. Once the metric has been created you can click on the pencil to add comments and trend values or open the metric to add owners and edit any other element of the metric.

Two Help videos on Basics for Metrics on a Scorecard

Metric Overview

1. Why have metrics?
2. Where to find metrics in the application
3. Elements of the metric, or scorecard view
4. Metric Owners
5. Connected Metrics

Help video on Metric Overview

Create a Metric 

• Create the main elements of the metric
• Thresholds
• Format
• Color coding for the health of the metric
• Edit the new Metric page
• Trend Values
• Chart
• Description
• Owner(s)
• Related Links
• Comments
• On-going Edits