Keep your data well organized with Scorecard Hierarchies
In Clear Impact Scorecard users can have many scorecards. These scorecards can be arranged into an organized form called a Scorecard hierarchy. This organization system is designed to help your site keep all its information coherent and structured.
Organizing your scorecards in this way can help you identify and focus on the aspects of your strategy working the best as well as those that need improvement, and provide the information needed to make adjustments as you go.
A hierarchy system can also be used for the simple task of organizing your scorecards by project or function - like Health, Education, Practice Scorecards, Archives, etc. However, many organizations wish to roll up disaggregate measures into an aggregate scorecard, which we will demonstrate.
Viewing a Hierarchy
If a scorecard hierarchy exists, then a '+' icon exists next to a scorecard's name in the scorecard library. Hierarchy creation is up to the site users which is why these organizations do not come standard in newly created sites.
A scorecard hierarchy organization appears with different levels. These levels are demonstrated in the expanded view below.
1. Parent Scorecard - A Parent scorecard is a primary scorecard in the hierarchy which houses another. Every scorecard has the ability to add a parent, and even be a parent scorecard. Note: There can only be one Parent per scorecard. If it is to be a parent scorecard, it cannot have a parent of its own.
As aforementioned, a parent scorecard can be named based on function, sector or project. In the pictured example, the root Parent scorecard is named *Hierarchy Examples. It one in a series of example scorecards. Because it is the basis of the hierarchy, it does not have a parent.
2. Child Scorecard - Child scorecards are at the secondary level of the hierarchy. These scorecards have a Parent and can be parents as well.
3. Grandchild Scorecard - Grandchild scorecards are at the tertiary level of the hierarchy. These scorecards have a Child scorecard as a Parent. If it had a primary parent, it would be a Child instead of a grandchild. These scorecards can be parents as well.
4. Great Grandchild Scorecard - Great Grandchild scorecards are at the quaternary level of the hierarchy. These scorecards have a Grandchild scorecard as a parent. If it had a secondary parent, it would be a Grandchild scorecard. These too have the ability to be parents.
Creating a Hierarchy
Before building your hierarchy in the software, a best practice would be to start by thinking through and mapping out how you would like your scorecard hierarchy to flow. Decide which scorecard will be your Parent, then move onto which will be your secondary, tertiary, etc.
Remember, because parents are the root, they do not require a parent of their own. To create parents for your secondary level and onward, find your desired scorecard in the scorecard library and Edit it.
Once in the Edit view, locate the Parent Scorecard option underneath the description box. Click the downward tab, find and select your parent scorecard, and Save.
Remember: How the scorecard hierarchy will appear is based upon whether its Parent is a parent, child, grandchild, etc.