Home

Use

The Home tab provides you with a personal view into individual and organizational performance of the scorecard.

Prerequisites

  • The strategy management administrator has given your role access to some or all of the panels in the Home tab. If you do not see a particular panel mentioned here, it means that your administrator did not give you access to it or you removed the panel from your personalized view.

Features

The Home tab has the following features:

  • You can review the performance summary of initiatives, objectives, and KPIs, and personalize the panel to track objectives, initiatives and KPIs that are important to you.

    For more information, see My Performance Summary.

  • You can review your bookmarks, which are captured views of the application.

    For more information, see My Bookmarks.

  • You can view the system message.

    For more information, see System Message.

  • You can subscribe to notifications and view notifications, which tell you about changes to objectives, initiatives, and KPIs. Entry and Approval users can also receive notification about measure set status. You can be notified by an Inbox entry and by an e-mail notification.

    For more information, see Inbox.

  • You can view content in the External Content panels if your strategy management administrator has made them available for your role. You can also zoom in for a closer view.

    For more information, see External Content.

  • You can click links in the External Content Links panel and view their content if your strategy management administrator has made them available for your role.

    For information, see External Content Links.

  • You can add and remove panels for display using the Personalize link.

  • You can quickly remove a panel from the display by unlocking the panels and then clicking the Close button on the panel.

  • You can move a panel to a different location by deselecting the Lock Panels checkbox and then moving the panel. Lock all panels in place by selecting Lock Panels.

  • You can minimize and maximize the panels using the Minimize and Maximize buttons.

More Information

Standard Features of the Tabs