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Configure scorecard items

To successfully create a scorecard, it is necessary to have a few items configured previously.

For that, simply follow the steps below:

1st step: Creating a scorecard type

The objective of the scorecard type is to parameterize which users can create, edit, revise, delete, and view the scorecards that belong to the type.

To create a scorecard type, access the ST035 menu and click on the button:

On the screen that will be opened, fill out the ID # and Name fields as displayed in the image below.

Once done, click on the button.

The scorecard type has been created!

2nd step: Creating an indicator type

To create an indicator type, access the ST031 menu and click on the button:

On the indicator type screen that will be opened, fill out the ID # and Name fields as displayed in the image below.

Then, click on the button to save the information.

The indicator type has been created!

3rd step: Creating a measurement unit

To create a "Quantitative" type indicator, a measurement unit must have been previously created.

To do that, access the Indicator > Measurement unit (ST033) menu, click on the arrow next to the button and select the Add option.

On the screen that will be opened, fill out the ID # and Name fields as displayed in the image below.

Then, click on the button to save the record.

The measurement unit has been created successfully!


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