Configure indicator type
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Prerequisite
- Access to the Configuration > Indicator type (ST031) menu.
Presentation
The indicator type is used to classify and organize the indicators registered in SoftExpert Performance, allowing the categorization to be structured according to the organization's needs, such as grouping financial, operational, or strategic indicators.
This article will demonstrate how to configure a type of indicator.
Configure indicator type
1. Access the Configuration > Indicator type (ST031) menu.
2. Click the button 
to include an indicator type.
3. Provide an identifier and a name.
4. In the General tab, if desired, you can specify a type of superior indicator and enable the use of a mask for the identifier.
5. Click 
to enable the other tabs.
6. In the Details tab, you can associate attributes with the indicator type, define which users can access or manipulate the indicators belonging to the type, and who can access or view the type.
7. Click to save the indicator type configuration.
The Related Indicator tab will only be enabled after an indicator has been classified with the configured type.
Conclusion
The indicator type is essential for organizing, standardizing, and controlling the registration of indicators in SoftExpert Performance, ensuring that the system adapts to the organization's needs and maintains consistency in indicator management.