Register scorecard template
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Prerequisites
- Access to the File > Scorecard Template (ST008) menu.
- Type of scorecard previously configured.
- Pre-configured framework.
- Pre-configured track.
- Pre-configured viewing profile.
Introduction
The scorecard model is a pre-planned structure that can be reused to create new scorecards or used to standardize scorecards with similar purposes.
By registering templates, it is possible to predefine information such as scorecard type, framework, ranges, visualization profile, structure, calculation rules, security, and integrations, ensuring consistency and speed in creating the organization's scorecards.
This article will demonstrate how to register a scorecard template.
Register scorecard template
1. Access to the File > Scorecard Template (ST008) menu.
2. Click the button 
and select the scorecard type.
3. In the General Data tab, enter an identifier, a name, and a language for the model.
4. Fill in the remaining required fields:
- Scorecard type : displays the type selected during inclusion, allowing for changes.
- Framework : Select the framework that will be applied to the structure of the model-based scorecards.
- Range : select the range that will classify the result of achieving the indicator targets.
- Viewing profile : select the viewing profile that will be applied to the screens of the model-based scorecards.
5. In the Summary tab, you can record standard information that will be used in scorecards based on the model, such as: description, strengths and weaknesses, impacts, lessons learned, results, and recommendations.
6. Click 
to enable the remaining sections of the template.
7. In Settings, you can define parameters related to the behavior and evaluation of the scorecard.
Settings
Scorecard
Expanded structure
Displays the expanded scorecard structure by default.
contracted structure
Displays the collapsed structure.
Start of the period
Define the starting month for accumulating scorecard values.
Restrict value change until
It blocks changes and recalculations up to the specified year.
Scorecard assessment
Evaluate scorecard
Enables scorecard calculation as an element, with a weighted average.
Limit the percentage between 0 and 100.
Restricts the values in the calculation.
Consider track score
Use the associated range to classify the result.
Indicators
The following options control how indicator measurements and calculations will be handled in model-based scorecards:
Automatic calculation of the indicator.
Allow measurement without a target.
Allow for future measurement.
Allow changes to retroactive values.
Execute formula for current period.
8. In Scheduling, you can define how many days will be considered for calculating the scorecard.
9. Click to save the scorecard template registration.
The scorecard template has a structure similar to that of a scorecard registration form. The main difference is that the template does not generate tasks, is not displayed in scorecard queries, and does not allow the input of target or measurement values. Even so, planning a template is identical to planning a scorecard.
To use the data from one model to create another, use the Copy scorecard option .
Through the Scorecard option , it is possible to view and modify the structure of the registered scorecard template.
Use the Import option to import elements , indicators , and sub-indicators .
Conclusion
The scorecard template is an essential tool for standardizing, streamlining, and organizing the creation of scorecards in SoftExpert Performance. With it, you can reuse strategic structures, define calculation and evaluation rules, and ensure consistency across different scorecards within the organization.