The data for indicators, called scores, can be added manually.
Manually adding scores is usually done for indicators that only require an update
once a month or less. Also, if data cannot be collected automatically for some entities,
like customers, you can manually enter or import data.
Role required: pa_admin, pa_power_user, and pa_contributor
Select the indicator for which you want to enter manual scores.
or , open the record and click the
you can navigate to Scores for
related link. It is not possible to enter scores for
Fill in the main scores for the indicator in the Indicator Scores row.
Alternatively, if an indicator contains breakdowns, fill in the indicator
scores per breakdown instance.
Right-click outside the score table and select Aggregate
Choose whether you want to use the Total or the
Average of a specific breakdown to calculate
the main scores for the indicator.
Select the breakdown to aggregate, such as
Priority, and click
All scores for that breakdown are totaled or the average is calculated
is possible to calculate a new aggregation based on a
different breakdown later on. For automated indicators that have
Collect breakdown matrix enabled and that are
based on two or more breakdown sources, multi-level breakdown scores can
be entered in the scoresheet. For example, for Open incidents by
workgroup by priority, you can enter both scores for the elements of
workgroup (first level) and the elements of priority (second level).
Aggregations for these indicators are calculated in the same way as
enter data for a different period, click the down arrow above
the score table after the date selection and select a new date from the calendar
that appears. Alternatively, click the right or left arrow to move one period
forward or back. All changes are saved automatically.