Setting Up and Using Healthcare Scorecard

To use Healthcare Scorecard, perform the following tasks:

1. Set up PeopleSoft EPM.

   • Define PeopleSoft EPM components, including but not limited to business rules, general options, business units, business models, scenarios, security, ledgers and templates, tablemaps, datamaps, filters, and constraints.

   • Extract, transform, and load data from source tables into the Operational Warehouse Staging tables.

   • Review data warehouse tables that are delivered with the system.

   • Run the ETL process to populate the data warehouse tables.

2. Set up Scorecard tables.

   You are not required to set up these tables to implement PeopleSoft Healthcare Scorecard if you plan to use only the delivered Healthcare Scorecard KPIs. PeopleSoft delivers the metadata for these KPIs in the SHARE SetID. However, if you plan to establish your own scorecards or KPIs, you must establish these tables.

   • Define your strategy, including the following tasks: create strategy trees and strategy components; set up strategy components and specify their assessment method; create the scorecard definition.

   • Prepare data that is required for KPIs including the following tasks: define the data from the PeopleSoft EPM database that is the basis for your data elements (data elements are used by KPIs to measure actual results); create calculation definitions on which to base a KPI; specify what type of activity should occur as a result of KPI assessment; establish actions to take as a result of KPI assessment (actions are made up of one or more activities); establish assessment definitions—when the target rule that uses this assessment evaluates as true, the image assigned appears on the scorecard.

   • Define KPIs, including calculation and assessment frequency, attachments, analysis paths, report attributes, and notes.

   • Establish the security groups for viewing KPIs and for KPI assessment.

   • Define assessments.

   • Define summary calendars.

   • Enter values for default targets that you use for any KPI dimension members.

   • Set up user profiles.