Configure scorecard framework
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Prerequisites
- Access to the Configuration > Framework (ST037) menu.
- Type of element previously configured.
Introduction
The framework defines the standard structure that can be used to build scorecards in SoftExpert Performance.
Through it, it is possible to determine the views available in the scorecard assembly, the types of elements used in the structure, the complementary attributes linked to the associations, and the modeled institutional structure.
Once configured, the framework can be associated with different scorecards, ensuring standardization, consistency, and reuse of structural models.
This article will demonstrate how to set up a scorecard framework.
Configure scorecard framework
1. Access the Configuration > Framework (ST037) menu.
2. Click the button 
to include a framework.
3. Provide an identifier and a name.
4. Define which views will be enabled during the creation of the scorecard that will use the framework:
- Institutional : allows you to set up the institutional structure of the scorecard.
- Analysis diagram : allows you to view the analysis diagram.
- Strategic map : allows you to define the strategic map of the scorecard.
5. Click 
to enable the tabs.
6. In the Structure tab, you configure the types of elements that can make up the scorecard structure.
Structure
To associate an element, click Include and select the element type .
Select the Initiatives and Critical Success Factors options if you want the type to be used in those categories.
In Attributes , it is possible to associate attributes with the selected type.
7. In the Institutional tab, you can define the types of elements that will make up the institutional structure, such as: mission, vision, and values. This tab will only be available if the Institutional view has been previously enabled.
Institutional
To associate an element, click Include and select the element type .
In Attributes , it is possible to associate attributes with the selected type.
8. The Description tab can be used to record additional information about the framework.
9. Click to save the scorecard framework configuration.
The related Scorecard tab will only be enabled when the framework is already associated with a scorecard.
Conclusion
The framework allows for the standardization of scorecard structure design, facilitating the reuse of organizational models and ensuring consistency across different areas of the company.