Administering Scorecards and KPIs

Use the Manual Assessment page (BC_KPI_ASMT_OVRD) to override an assessment or review the history of past overrides.

Image: Manual Assessment page

Manual Assessment page

To override an assessment:

1. Add a new row in the grid.

2. Choose from the valid values in the Change to Assessment field.

   The remaining fields will be populated with the appropriate values and will provide an audit trail for tracking assessment changes.

   The Override Status field indicates assessment status. Values are:

   Pending	The value was changed, and has been approved (if required) but not yet processed.
   Applied	The value was applied to the assessment (the apply manual assessments jobstream was run).
   Denied	Workflow is enabled, and approval was denied. The original value is still used.
   Original	The original value.

   When you change an assessment, it will initially be set to Pending.

3. Click Save.

4. Click OK to confirm the changes.

5. If override approval workflow is enabled for this KPI, you must enter a comment for the override, and it will be routed to your supervisor for approval.

6. Before the new value will be applied, you must run the Apply Manual Assessments jobstream.

Use the (Add/View) Comments page (BC_COMMENTS_F00) to view or enter comments.

Image: Comments page

This example illustrates the fields and controls on the Comments page. You can find definitions for the fields and controls later on this page.

To enter or review comments:

1. Enter comments in the Comments field within the New Comment group box.

2. Click Save.

3. If workflow processing is enabled for this KPI, it will be routed to a supervisor for approval.

4. Review prior comments by looking at the comment history.

   Click the arrow buttons to view the next or previous comment. Click View All to review all comments.

Use the Comment Approval page (BC_COMM_APPRVL_F00) to approve comments that have been routed to you.

1. Update the status of the comment.

   When you initially view the comment, its status is Pending. Select Approved or Denied.

2. If you deny a comment, the system sends an email back to the person who entered the comment and sends you a carbon copy.

   If the comment is linked to an assessment override, the system does not use the modified assessment.

Use the Send Email page (BC_EMAIL_ICLNT) to send an email.

1. Complete the fields.

   Use complete email addresses, such as Bob_Smith@CompanyName.com.

2. Click Send˙.

Use the Attachments page (BC_VIEW_REPORTS) to view files that are associated with KPIs or strategy components.