Log on to Performance Scorecard.
In the View pane, select Browser View 
.
Expand Alerts > Measure Alerts.
A list of the available types of Measure Alerts is displayed. Refer to Table 3, Measure Alert Types for a brief description of each type of measure alert.
Table 3. Measure Alert Types
Alert | Description |
|---|
Measure in status | Notifies subscribers when a measure’s status corresponds to a certain general status represented by a default or user-defined status symbol. For example, you may want to create an alert that contacts all employees associated with a measure when its status is poor (indicated by default, by a red symbol). |
Result in range | Notifies subscribers when a measure’s result falls within a range you specify. For example, you may want to contact key employees in your application if a measure quantifying Customer Satisfaction falls below a certain level by creating an alert of this type. |
Score in range | Notifies subscribers when a measure’s score enters a monitored range. For example, you may want to contact certain employees if the score for a measure called Number Customer Support Calls exceeds a score range of over 60%. |
Result collection due | Notifies subscribers when results for certain measures are approaching, at, or past their collection dates. Create this kind of alert to make sure that measure results are collected in a timely manner. |
Variance in range | Notifies subscribers when the percentage by which a measure’s result differs its target departs from a range you define as acceptable. |
Result collection due | Notifies subscribers when results for certain measures are approaching, at, or past their collection dates. Create this kind of alert to make sure that measure results are collected in a timely manner. |
Click the type of measure alert that you want to create, such as Measure in Status or Score in Range.
The Alert List for the selected alert type is displayed.
From View, select Personal to display all measure alerts that you have created.
Click Add.
The Type tab of the Alert Setup page is displayed.
Optional: Under Alert Inheritance, use the attributes of a previously created alert as the basis for the new alert, as outlined in these steps:
Select Inherit Attribute Values From. The list of existing alerts is enabled.
Select the alert from which the new alert is to inherit its attributes. The Measure Selection area is disabled.
Continue with step 11.
Under Measure Selection, click Specifically Selected to enable you to choose from all measures you are authorized to access.
Under Where Subscriber Is, select one of these options to assign the alert to the subscriber:
Result Collector to assign the alert to measures for which the subscriber can collect results.
Target Setter to attach the alert to measures for which the subscriber can specify targets.
Owner to assign the alert to measures that the subscriber owns.
Under Where Measure is on Scorecards, select one of these options to attach the alert to measures on the selected scorecards:
Select Specifically Selected to assign the alert to measures on a scorecard. You can choose the scorecard(s) later.
Select Owned to attach the alert to measures on scorecards that the subscriber owns.
Select Member-of to attach the alert to measures on scorecards of which the subscriber is a member.
Select Managed Employee to assign the alert to measures on the scorecards of Employees which the subscriber manages.
Click Next.
The General tab of the Alert Setup page is displayed. If you assigned the alert to specific measures or scorecards, this page also has Measure Selection or Scorecard Selection tabs.
Note: | The setup options will vary, depending on the type of measure alert you are creating. |
The Alert Setup (General) page provides this information:
Type of measure alert you are creating, such as Measure In Status or Result Collection Due
Alert upon which yours is based (if applicable)
Measures you selected to which you assigned the alert. For example, if you have attached the alert to measures on a specific scorecard, then Specifically Selected Scorecards is shown
In Name, enter the name of the new alert.
In Description, enter a brief description of the purpose of the alert.
For a Measure in Status alert, click the default or user-defined status symbol that prompts an alert notification to be sent to all subscribers when that status is achieved. For example, if you want all subscribers to the alert to be notified when a measure’s status is poor, click the red status symbol.
For a Result in Range, Score in Range, Variance in Range, or Result Collection Due alert, define the range by performing these steps:
Under Alert Activation Criteria, click Add.
The Subrange Setup is displayed.
In Subrange Setup, define the range that activates the alert by entering numeric values in the text boxes and selecting comparison symbols from the drop-down lists. Enter the lowest value that will trigger the alert in the left text box. The value in the right text box represents the highest value.
Tip: | Click f to open the Formula Editor to build complex formulas for each range boundary. For information about the Formula Editor, see the Hyperion Performance Scorecard — System 9 Application Designer’s Guide. |
This table provides examples of the types of ranges you can specify based on the measure alert you are creating.
Table 4. Defining Alert Activation Ranges
Alert Type | Range Setup |
|---|
Result in range | Define a range of results that trigger an alert notification. For example, to send alert notification if the measure’s result value is greater than 60 but less than 80: Enter 60 in the first text box as the low end of the range. Select < (less than) from both lists. Enter 80 in the second text box as the high end of the range.
|
Score in range | Define a range of scores that trigger an alert notification. For example, to send alert notification if the measure’s score is greater than 50 but less than 75: Enter 50 in the first text box as the low score in the range Select < (less than) from both lists Enter 75 in the second text box as the high score in the range.
|
Variance in range | Define the range of variance value that you want to monitor using the alert. For example, to send alert notification if the variance is less than 50, Enter 0 in the first value Select < (less than) from both lists Enter 50 in the second value.
|
Result collection due | Define the number of days before and after the result collection date that alert notifications are to be sent. For example, to send alert notification of the upcoming collection date a week before and three days after the collection date: |
Click OK.
Optional: For Administrators only, click This is a Public Alert to create a public alert that is applied to all users.
Depending on the alert type and whether multiple targets have been defined in the application, use Target Used in Formulas to select one of multiple targets to determine the measure’s status, score, result, or variance.
If you selected Specifically Selected measures, select Measure Selection, and perform these tasks:
Beside the list of Measures, click Select to display the Select Measure dialog box.
Select all the measure(s) to which you want to assign the alert.
You can filter the measures as follows:
Enter the first letters of the measure’s name and then an asterisk (*) to find all measures whose name starts with the letter you specify. For example, b* lists all measures with manes beginning with b.
Click Search to list all available measures.
Repeat step b for each measure that you want to add.
Click Apply when you have selected the measures.
Select the Message Setup tab.
Depending on the alert type, the information shown on this page may vary. For example, an Exited Range checkbox may be displayed instead of the Stopped Meeting Criteria check box.
Under Alert Activated Message, click Realerting Settings to send a subsequent alert if the conditions selected in step 22 apply.
Click Send If Value to set the conditions that must be met to send subsequent notifications to the associated subscribers, including notification that the measure is no longer in alert.
Select the factors that cause subsequent notifications to be sent.
Table 5. Measure Alert Notification Re-Issuing Options
Alert Type | Condition | Description |
|---|
Measure in Status | Started to meet criteria | Sends an alert notification to advise that the measure is now in range for the selected status symbol. |
| Entered Range | Sends an alert notification to advise that the measure’s alert activation criteria, such as result, variance, or score, now corresponds to the defined range. |
Measure in Status | Meets criteria and changed | Sends an alert notification to advise the measure’s status corresponds to the selected status symbol, but the measure has different score or result data that determines which status symbol is displayed. |
| Inside range and changed | Sends an alert notification to advise that the measure criteria, such as score or variance, correspond to the defined range but has a different score, result, or variance. For example, a measure’s score could increase or decrease, but still fall within the unacceptable range that you have defined. |
Measure in Status | Meets criteria | Sends an alert notification each time the measure’s status corresponds to the selected status symbol. |
| Inside range | Sends an alert notification each time the measure’s result, score, or variance is inside the specified range. |
| | Subscriber Has Not Acknowledged | Sends alert notifications for the same condition, if the subscriber has not acknowledged receipt of the original notification. |
| | This Message NOT Been Sent in Last x Hours | Sends alert notifications if no notifications have been sent in the past x hours. Hyperion recommends a default of 24 hours. |
In Subject and Body enter the text for the subject and body text of the alert notification that is sent when the measure’s status meets the above criteria. Only the subject is required.
Click the function button to insert a variety of dynamic text in the subject line and body of the notification as described in Inserting Dynamic Variables in Alert Notifications.
Optional: In Alert Concluded Message, set up a notification to subscribers when the measure is no longer in alert, as outlined below:
Under Send if Value, select Stopped Meeting Criteria.
In Subject, enter the text that forms the subject line of the concluding E-mail. A subject is required.
In Body, enter the content of the concluding E-mail.
Click the function button to insert a variety of dynamic text options in the subject line and body of the Alert Concluded Message, as described in Inserting Dynamic Variables in Alert Notifications.
Click Save.
The new alert is added to the Alert List under the selected alert type. For example, if you created a measure result in range alert, the new alert is added to the Measure Result in Range Alert List and is available if expand the Measure Alerts tree and select Result in Range.
You can subscribe to the alert as described in Subscribing to Alerts.
To create a measure alert: