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Function documentationScored Context Setting Locate this document in the navigation structure

 

A scored context is the overriding measurement for determining your company's status. It represents a corporate-wide score. Setting a context to be scored allows you to measure and monitor the entire context's performance based on a standard KPI or selected perspectives. Users can view the scored context in the application and determine if it has poor, moderate, or exceptional performance by seeing its status indicator.

A scored context appears in the following areas of the application:

  • If you specified no measurement for a context, there is no context name or indicator displayed in the application. The Context drop-down list is the only identifier of the context.

  • If you set a context to be measured by an index of perspectives, the context appears as the highest level above perspectives in a rectangular box with a status indicator in the Objectives view of the Scorecard component. Users can click on the scored context to display a Context Detail screen.

  • If you set a context to be measured by a standard KPI, the context appears in the top row with a status indicator in the Status column in the Scorecard views of the Scorecard component.

    Note Note

    The display of the Status column is controlled by an option in the Select Format link. Users can click on the scored context to display a Context Detail view.

    The context does not appear in the Objectives view.

    End of the note.

  • Users of the Goal Diagram subtab in the Strategy component can see the context with its status indicator in the Mission statement of the Goal Diagram and click on the context to display an information box with details about the context, including its status indicator.

    Note Note

    The display of status indicators in the goal diagram is controlled by the Display Scorecard status option in   Format   Properties   in the Diagram Manager. The display of the context in the goal diagram is controlled by the mission statement specified in the Set Strategy Defaults link of the Strategy section in the Administrator.

    End of the note.

  • Users of the Themes subtab in the Strategy component can see the context with its status indicator at the top of the hierarchy.

When you add or remove or modify an aspect of a scored context that causes a status change, the information gets refreshed in the application when a user starts a new session. If a user tries to access a component that uses the perspective the user is prompted to choose a scorecard recalculation.

The information does not automatically appear in the Home component of the application until a scheduled task runs. You can schedule this task using the Scheduler to run daily, weekly or monthly. If a user tries to access Home before the schedule runs or if the task is never scheduled to run, the user gets a message saying that the scorecard has been modified. The user is prompted to recalculate objectives and KPI status. The user should choose Yes. If the user chooses No, the All Objectives and All KPI's values are zero. These values do not change until the scheduled task runs.

Prerequisites

Someone with Create/Edit Objectives permissions has created perspectives and objectives. For more information, see Perspective and Objective Library Development.

Someone with Create/Edit Contexts permissions has created a context and picked the objectives for the context. For more information, see Context Development and Objective Selection.

The administrator has created a model connection. For information, see Model Connection Development.

You have associated the model connection with the context. For information, see Linking a Model Connection to the Context.

You have created the standard or index KPIs. For information, see KPI Setting.

You are an administrator or a user assigned to an application group with Create/Edit Scorecards permissions. If Scorecards is unavailable to you, it means you do not have the correct permissions.

If setting a context based on perspectives, then each perspective you want to use in the context's status is measured by an index of objectives. For information, see Perspective Setting.

Features

You can do the following to set a context. You must click Save if you want the changes to take effect.

  • Select a context from the Context drop-down list to work with the perspectives for this context.

  • Add a scored context by selecting the context name from the Select a perspective list.

  • Review a context's definitions by selecting it from the Select a Perspective list.

  • Specify whether the context will be measured and how it will be measured.

    • If you do not want this context to have a status indicator, select No Measurement.

    • If you want to measure the context using the same status color of a standard KPI, use Measure on a KPI, and then specify the KPI to use. The performance of the standard KPI is equal to the performance of the context and the context has the same status color as the standard KPI.

      Only standard KPIs are displayed in the KPIs list. The Index Values list shows the Index Values and Trend Up and Trend Down numbers that were used for this standard KPI, and will also be used for the context. You can change the values as appropriate. You cannot measure a context by an index KPI.

    • If you want to measure the context using an index of perspectives, use Measure on Index of Perspectives. Then you specify a calculation method to perform on the scores of the perspectives selected for this context using the options in the Calculation Method list. The resulting value from the calculation is matched to a color in the Index Values section and the context takes that status color.

      To set the context's status color by the status color of the perspective with the smallest index value, choose Least Value. Use this when a context's performance is only as good as its lowest performing perspective. The context indicates poor performance if any one of its perspectives has poor performance.

      To set the context's status color by the status color of the perspective with the greatest index value, choose Greatest Value. Use this when a context's performance is only as good as its greatest performing perspective.

      To set the context's status color by averaging the Index Values of the perspectives, choose Arithmetic Average. The resulting number is matched to the respective index color to determine the context's status indicator color. If the result has a fraction from .0 to .49, the number is rounded down. If the result has a fraction from .5 to .99, the number is rounded up. Use this when a context's performance is based on an averaging of all its perspectives.

      To set the context's status color by a weighted average of the Index Values of the perspectives, choose Weighted Average. The index values of the perspectives are averaged along with weights applied to each perspective. The resulting number is matched to the respective index color to determine the context's status indicator color. If the result has a fraction from .0 to .49, the number is rounded down. If the result has a fraction from .5 to .99, the number is rounded up. Use this when a context's performance is based on an averaging of all its perspectives, but some perspectives are more important or less important than others.

      If Weighted Average is the calculation method, then the Edit Weights link appears so you can add, change, or remove the individual weights applied to each perspective during the calculation. Weights define the relative importance of the perspectives during the Weighted Average calculation method. The weighted average is calculated as: ((perspective_index_value x weight) + (perspective_index_value x weight) + ... ) / (weight + weight + ...)

      The Index Values show sequential numbers from low (red) to high (green) to represent the relative index of the perspective statuses that make up the context. For example, 1, 2, 3, 4, 5 when using five status indicators and 2, 3, 4 when using three status indicators. The number of status indicators is controlled in the Set Application Defaults link in the Administration section.

  • Edit the definitions of the context selected in the Select a Perspective list. You can even change the way it is measured or how it is measured.

  • View the scorecard hierarchy by clicking View Scorecard Hierarchy. An information box shows a hierarchical list of each perspective, the objectives that are assigned to that perspective, and the KPIs that are assigned to each objective in the perspective.

  • Rename the scored context selected in the Select a Perspective list by clicking Rename.

Note Note

  • If you rename the context, the scored context is renamed too.

  • If you rename the scored context, and then you rename the actual context, the scored context is not renamed to the context name.

End of the note.

Activities

To set a scored context, click Set Perspectives in the Scorecard section, select the name of the context from the Select a perspective drop-down list and specify the KPI or perspectives used to formulate the context's status.

To create, rename, and delete contexts, click Manage Contexts in the Contexts section.