Creating Scorecard Templates

  To create scorecard templates:

1. From the Object View, select Scorecard Template List. The Scorecard Template List is displayed.

2. Click Add. The Scorecard Template page is displayed.

3. Enter a template name.

4. Assign the lowest weight for the template in Minimum Weight. This is the lowest amount the template components contribute to a derived scorecard. You can increase the weight.

   For example, if the template uses two scorecards that, together, should contribute 30% to any derived scorecard score, enter 30.

5. To prevent others from adding components to scorecards derived from the template, select Locked.

6. Add components as follows:

   • To add dimensional measures, click Add Measure Template, select the template and click Add.

   • To add scorecards, click Add Scorecards. The Select Scorecard box is displayed in which scorecards are grouped by type. Select a scorecard and click Add.

   • To add non-dimensional measures that are particular to the object, select Advanced. The Select Measure box is displayed. Select a measure and click Add.

   You return to the Scorecard Template Setup page.

7. Indicate how much the score of each component impacts scorecard performance by entering weights in the Weight column.

8. Optional: Perform a task:

   • To assign the same weight to all components, click Equalize.

   • To have components weights add to 100%, click Normalize.

9. Save your work.