Use the Edit and View Modes in the Scorecard Editor

The mode you use in the Scorecard editor depends on what you are trying to accomplish.

The Scorecard editor has two modes:

  • Edit mode — Enables you to create or edit mission statements, vision statements, initiatives, perspectives, objectives, KPIs, KPI watchlists, smart watchlists, and views, and create agents from KPIs.

    You should not delete scorecard objectives, initiatives, or perspectives outside of Scorecard editor as that may result in scorecard issues.

  • View mode — Enables you to navigate and view mission statements, vision statements, initiatives, perspectives, objectives, KPIs, KPI watchlists, and views but not add or modify them. You also can add comments, override statuses, create agents from KPIs, and interact with smart watchlists.

In addition, the information that you can access and the tasks that you can perform in these modes depends on the following:

  • The privileges that are assigned to your account

  • The permissions that are associated with the individual scorecard objects and folders