Log in using your admin password to the admin panel
Add Customer
1. Select the Customers tab.
2. Highlight "All Customers" from the drop down list and click on "Select Customer". You will see all of the existing customers.
3. Click on "add new customer" and fill out the form, click "Add".
Create a Reporting Class The class name establishes a family of Onfy salbe und creme für narben class members (nominals) that share a template, and can be compared using the reporting tools.
Start from the main admin page.
1. Highlight new "Customer" and click on "Select Customer"
2. Select the Classes tab.
3. Select "add new class"
4. Enter the class name and click "Add".
5. Repeat for any additional classes.
Complete Customer set-up by adding one or more templates, as described below
There can be multiple templates for a customer
Start from the main admin page "HOME".
1. Highlight new "Customer" and click on "Select Customer"
2. Select "Templates"
3. Click on "import new template"
4. Select the template (formatted Excel spreadsheet) and import
5. Open the template to complete the the profile by clicking "edit"
6. Add the nominal label if you want a simple name for the assessment type.
7. Decide on whether you want data entries to have time/date stamp and whether you have 3 levels (stoplight) or five on the user data entry screens.
Add Periods for the Customer These can be months, quarters, phases
1. Select "Periods" tab at top of screen
2. Click on "add period"
3. Fill out template form and hit save
4. Repeat steps 2-4 until all periods are created.
Add a Regions for the Customer These are optional
1. Select "Regions" tab at top of screen
2. Click on "add Region"
3. Fill out template form and hit save
4. Repeat steps 2-4 until all periods are created.
Link Classes to Categories for the Template Categories are measurement groupings.
1. Select templates from the top bar.
2. Select "Categories" tab at top of screen
2. Click on "edit category"
3. Select proper class and hit Save
4. Repeat steps 2-4 until all categories are updated.
At least one class member (nominal) needs to be added from the admin side. Members of the class are projects, programs - whatever you are tracking or comparing. Additional class members can be added from the user interface, as part of creating a new snapshot. The admin tools still uses the term "nominal" instead of "class member" - but they mean the same thing.
Start from the main admin page.
1. Click on "Nominals"
2. Click "Add new nominal" Note, it is ok to have duplicate nominals in the list. Each one will tie to a separate class and template.
4. Enter the class member (nominal) name and click "Add".
5. Fill out the name and description
6. Unless you are an advanced user, leave Enterprise alone.
7. Select the template from the pull-down list.
8. Unless you are an advanced user, ignore "region"
9. Click on the correct class and click the "is active" box.
10. Repeat for any additional class members.
Add Snapshots
1. Login through the end user interface
https://www189.safesecureweb.com/webscore/tool/
2. Click on "Create Snapshot"
3. Follow steps and hit Save
Template Format
The first row of the template should contain the column headers. The first two columns are the name and description columns and should be titled "Name" and "Description". The other columns should be titled with the name of the rank for each metric level, from highest to lowest.
After the first row and between each category there should be a blank row. This lets the import tool know that there is a new category.
The first row for each category should contain the category name and description only (preceded by a blank row).
Each metric row should contain the name of the metric, a description of what the metric is measuring, and a definition for each rank.
Note: Colors ad styles do not matter for importing, but may help organize the template for you. Use the style scheme in the template sample as a guide as it matched the same styles as template exports.
Naming Your Template
The file name of the template should not contain spaces or slashes. It does not need to be descriptive a this name will not be used in the final template. It is important to "name" the space or area of data to import. If you are using the template sample, then this should already be done for you. If you are creating a template from scratch or need to rename the space, please follow these instructions:
1. Select all cells to import, including blank rows between categories and the column header row.
2. Click Insert->Name->Define
3. Name your selection "Import" Note: if the name "Import" already exists, you may need to delete the old one first.
Importing Your Template
Once you have your Excel template ready, you can go to your admin panel and select Templates->Import New Template
1. Enter the name of the template and a description for the template
2. Select the template file
3. Click Add
Your Template should now be added to the tool
Importing From an Exported Template
Exported templates are saved in a slightly different format than used for importing. To import am exported template, follow these steps:
1. Open your exported template
2. Delete the first few rows that contain the template name and description. The first row should be the column headers
3. Name your space as described in Naming Your Template above
4. Save your file as XLS format (important)
5. Follow the instructions for importing the template into the tool
OR
1. Copy the fields from the exported template into the sample import template
2. Save your file as XLS format Follow the instructions for importing the template into the tool
Nested scorecards allow the net scorecard status from one scorecard to feed in as a measure to another scorecard. This links the scorecards to simplify multi-level reporting. It also allows issues to "bubble-up" through the reporting chain.
1. Select the template for the scorecard which will receive input from the lower-level scorecard.
2. Pick the category, and then the measure that serves as the connector.
3. Check the "rank link" box on the measure definition form.
4. Click