Containers

Containers are the building blocks of Scorecards. Each container is a result, outcome, strategy, program, agency, or service system that will be measured.

Container Menu Items

Containers on Scorecards

Container Presentation View

View a Container

To view a Container as shown above click on the name of the Container wherever it appears. Otherwise to find and view a specific Container follow these steps:

1. Click on the Scorecard main menu item
2. Click on the Container sub menu item
3. Search for the Container you would like to view.
4. Click the View button to the right of the container name.

Container Properties

While viewing a Container you will be able modify the various properties of a Container using the inline edit buttons. Each property is listed out below with a description of its purpose.

1. The General properties pencil edit icon appears at the top of the Container page and allows you to edit the name and tags for the Container.

• Name - The name of the Container
• Tags - This object can have tags added to it. In various lists and reports you can use tags as a filter for finding the scorecard objects you want. Tags also help you keep track of scorecard objects that have the same name but belong to different geographical regions, departments, etc. Most scorecard objects will only need one tag but you can have up to 5 tags. The tag that appears first in the list is the primary tag that will display with the scorecard object. The other tags are used for categorization and allow the object to show up when those tags are selected in the tags filter. To reorder the tags drag and drop in the tag entry box.

2. Notes - The notes section appears at the top of the page with one note appearing after the next. Notes are rich text boxes that you can enter supporting information in. To edit a note click the pencil icon in the top right corner of the note. If you would like to change or update the default notes check out the Default Note Editor support page. 

3. Measures - The Measures section displays any Measures that are related to this Container to monitor its performance. Clicking on the Measure name will open the Turn the Curve view for that Measure while clicking the expand button next to the icon will display a graph and more information about this Measure. Clicking on the measure icon will open the actions menu for the Measure where you can edit the measure or enter data values.

4. Actions - The Container/Action relationship signifies that the linked Action is in somehow driving the success of this Container. This relationship will cause the Action to be displayed on the Container at the bottom of the Container presentation view in the Actions section.

5. The Files Attachments section lists out files that are linked to this Container. You can upload as many files as you want. Click on a file name to download the file or the upload button to add more. File type icons display next to the filename.

6. The Relationships Section provides access to maintaining the Container's relationships. The available relationships that a Container can have in Clear Impact Scorecard are:

• Container - The Container to Container relationship is used to denote how Containers affect one another.  There are three types of container relationships:
  • Related to - This link type denotes that these two containers are somehow related to one another.  They may be part of the same cohort of programs or results that are part of the same strategy.
  • Is Impacted By - This link is used to list out what containers are contributing to the success of the container currently being viewed.
  • Contributes to - This link is the same as the one above except that it is used to list out what containers the container currently being viewed contributes to.
• Scorecard - The Scorecard/Container relationship causes the Container to be displayed on the related Scorecard. Any Measures that are related to the Container will also be displayed on the Scorecard. If the Scorecard is shared on Partner Connect or has Embed enabled, then the Container and its Measures will also gain those properties.

Create a Container

Using the Scorecard Builder

1. Navigate to the Scorecard you would like to add a Container to and edit the Scorecard.
2. Click the New Container button.
3. Enter the Container name and select the Tags.
4. Click Save on the scorecard.

From the list page

1. Click on the Scorecard main menu item.
2. Click on the Container sub menu item.
3. Click on the green Add New button.
4. Enter the information for the Container.
5. Click Save.

Edit a Container

From the list page

1. Click on the Scorecard Objects main menu item.
2. Click on the Container sub menu item.
3. Search for the Container you would like to edit.
4. Click the name of the Container
5. Use the inline edit buttons to modify the Container
6. Click Save.

Delete a Container

Deleting a Container does not delete any related object such as Indicators. Any displayed relationships to the deleted Container will be removed when it is deleted (it will no longer be visible). Deleting a Container is permanent and cannot be undone.

From the list page

1. Click on the Scorecard main menu item.
2. Click on the Container sub menu item.
3. Search for the Container you would like to delete.
4. Click the Delete button next to the Container.