Add indicator scores manually

The data for indicators, called scores, can be added manually.

Before you begin

Role required: pa_admin, pa_power_user, and pa_contributor

About this task

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.

Procedure

  1. Navigate to Performance > Indicators > Scoresheet.
  2. Select the indicator for which you want to enter manual scores.
    Alternatively, you can navigate to Indicators > Automated Indicators or Indicators > Manual Indicators, open the record and click the Scores for indicator related link. It is not possible to enter scores for formula indicators.
    Indicator scores
  3. 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.
    1. Right-click outside the score table and select Aggregate scores.
    2. Choose whether you want to use the Total or the Average of a specific breakdown to calculate the main scores for the indicator.
    3. Select the breakdown to aggregate, such as Priority, and click Apply.
      All scores for that breakdown are totaled or the average is calculated for them.
      It 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 other breakdowns.
  4. To 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.