Creating Scorecard Alerts

  To create scorecard alerts:

1. Log on to Performance Scorecard.

2. In the Viewer, select Browser View .

3. Expand Alerts.

   The list of Scorecard Alerts is displayed.

   The types of alerts that you can create are grouped by business object, such as scorecard and measure, in the Browser View pane. Click to expand each section to view the types of alerts you can define.

   Clicking an alert type, such as Score in Range, displays all the alerts of the selected type.

4. Click on the type of scorecard alert to be created.

   The Alerts List displays all alerts for the selected type.

5. Click Add.

   The Alert Setup page is displayed.

6. Optional: Under Alert Inheritance, use the attributes of a previously created alert for the new alert, as outlined in these steps:

   1. Select Inherit Attribute Values From.

      The list of alerts is enabled.

   2. Select the alert from which the new alert is to inherit its attributes.

      The Scorecard Selection area is disabled.

   3. Continue with step 9.

7. Under Scorecard Selection, under This Alert Evaluates Scorecards, click Specifically Selected to assign specific scorecards to the alert.

8. Under the Where Subscriber Is list, select one of these options to assign the alert to the subscriber:

   • Owned to assign the alert to scorecards that are owned by the subscribers.

   • Member-Of to attach the alert to scorecards of which subscribers are a member.

   • Manager of Employee to assign the alert to scorecards that belong to employees who are managed by the subscribers.

9. Click Next.

   The General tab of the Alert Setup page is displayed. If the alert has been assigned to specific measures on certain scorecards, this page also displays a Scorecard Selection tab. Based on the type of scorecard alert you are creating, the alert activation criteria displayed may vary from that shown on the following figure.

   This page provides this information:

   • Type of alert you are creating, such as Scorecard Enters Status

   • Inherited attributes, if applicable

   • Method you are using to the scorecards for this alert

10. In Name, enter the name of the new alert.

11. In Description, enter a brief description of the purpose of the alert.

12. For a Scorecard in Status alert, click a default or a user-defined status symbol that prompts alert notifications to be sent, if that status is achieved by the scorecard. For example, to notify subscribers when a scorecard’s performance corresponds to the good performance, select the green status symbol.

13. For a Score in Range alert, perform these steps:

    1. Under Alert Activation Criteria, click Add to display the Subrange Setup dialog box.

    2. Use the Subrange Setup dialog box to 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. See the Hyperion Performance Scorecard — System 9 Application Designer’s Guide.

    3. Click OK.

14. If multiple targets have been set up for the application, from Target Used in Formulas, select the target that you want to use in the calculation that determines the scorecard’s performance status.

15. If you selected Specifically Selected Scorecards, select the Scorecard Selection tab to select the Accountability Element, Strategy Element or Employee Scorecards to which the alert is to be assigned:

    • Beside the Accountability Element Scorecard, click Select to display the Select Accountability Element dialog box. Expand the tree to display the accountability element to which the alert is to be applied, then click Apply.

    • Beside Strategy Element Scorecard, c lick Select to display the Select Strategy Element dialog box. Expand the tree to display the strategy element to which the alert is to be applied, then click Apply.

    • Beside Employee Scorecard, click Select to display the Select Employee dialog box. Search for the employee to which the scorecard alert is to be applied, then click Apply.

16. Click Next to display the Message Setup tab.

17. If you want to send multiple alert notifications to subscribers under certain conditions, select Define Realerting Settings and use the following table to define the factors that cause notifications to be re-issued.

    Note:

    The conditions you can select depend on the kind of scorecard alert you are creating.

    Table 6. Scorecard Alert Notification Re-Issuing Options  

    Alert Type	Condition
    Scorecard in Status	Started to meet criteria. Sends alert notification when the scorecard’s overall performance corresponds, for the first time, to the status symbol you selected.
    Scorecard in Range	Entered range. Sends alert notification when the scorecard’s score enters the range you defined.
    Scorecard in Status	Meets criteria and changed. Sends alert notification when the scorecard’s performance corresponds to the status symbol you selected, but has a different scorecard score
    Scorecard in Range	Inside range and changed. Sends alert notification when the scorecard’s score is still within the range you specified, but now has a different score value. For example, a scorecard’s score could increase or decrease but still fall within the range you specified
    Scorecard in status	Meets criteria. Sends alert notification when the scorecard’s performance corresponds to the selected status symbol.
    Scorecard in range	Inside range. Sends alert notification when the scorecard’s score falls within the defined 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.

18. In Subject and Body, enter the subject and body text of the alert notification. A subject is required.

    Click the function button to insert a variety of dynamic text options in the subject line and body of the notification as described in Inserting Dynamic Variables in Alert Notifications.

19. Optional: To notify subscribers when the measure is no longer in alert, select Stopped Meeting Criteria and perform these steps:

    • In Subject, enter the subject line of the concluding notification. A subject is required.

    • In Body, enter the content of the concluding notification.

      Click the function button to insert a variety of dynamic text options in the subject line and body of the notification as described in Inserting Dynamic Variables in Alert Notifications.

20. Click Save.

    The alert is added to the list of alerts of this type.

    You can subscribe to the alert as described in Subscribing to Alerts.