Add or edit indicator scores manually

You can manually enter score data for indicators, including automated indicators.

Before you begin

Role required: pa_contributor, pa_admin, pa_power_user, or admin

About this task

You typically add scores manually for indicators that require an update only once a month or less often. In addition, if data cannot be collected automatically for some entities, like customers, you can manually enter or import data.

You can manually overwrite data that a job collected. However, the next time that a job is run that collects this data, the manually entered data is overwritten in turn.

Procedure

  1. Navigate to Performance > Indicators > Scoresheet.
  2. Select the indicator for which you want to enter manual scores.
  3. (Optional) Change the selected date by clicking the left or right arrows around the date range, or click the date range to select a new range.
  4. 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. Click Aggregate scores.
    2. Choose whether you want to use the Sum 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.
      For automated indicators that collect a second-level breakdown and 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.