Create Smart Watchlists

A smart watchlist is a view into a particular scorecard based on criteria that you specify.

Smart watchlists alert users of important changes in data.

1. Edit the scorecard in which you want to create the smart watchlist.
2. In the Scorecard Documents pane, click the New Object button and select Create Smart Watchlist.
   The illustration shows an example of a smart watchlist.

   
   

   
   Description of the illustration ossm_smt_watchlist_tab.gif

   
   
3. In the Filter pane, specify the filter criteria:
   1. In the Relationship tab, specify the object relationships by which the scorecard objects are to be filtered. You can add objectives, initiatives, or KPIs by dragging the objects from the Strategy and Initiatives panes and dropping them in the Relationship tab.
   2. In the Type tab, specify the object types by which the scorecard objects are to be filtered.
   3. In the Perspective tab, specify the perspective associations by which the scorecard objects are to be filtered.
   4. In the Performance tab, specify the performance criteria (status, score, or ranking) by which the scorecard objects are to be filtered.
   5. In the Ownership tab, specify the business owner assignments by which the scorecard objects are to be filtered.
4. Set smart watchlist properties. To do so, click the Properties button to display the Smart Watchlist Properties dialog.
5. Manage the smart watchlist, as appropriate.
6. Click Save to display the Save As dialog. In the Save As dialog, you can rename the smart watchlist rather than use the default name.