Building Scorecards
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      Results

      A condition of well-being for children, adults, families, or communities (stated in plain language).

      results [1]

      1. Result name- The Result name appears at the top next to the Result icon to indicate what type of object you are viewing

      2. Toolbar - The button toolbar gives you access to Export this Result into various formats, Embed, and Edit the Result

      3. Notes section - The notes section appears at the top of the page with one note appearing after the next. Results have one Note called "Why Is This Important" by default with your Clear Impact Scorecard site. 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 customize this note or learn more check out the Default Note Editor support page.

      4. Indicators - The Indicators/Measures section displays any Indicators that are related to this Result to monitor its performance. Clicking on the Indicator name will open the Turn the Curve view for that Indicator while clicking the expand button next to the icon will display a graph and more information about this Indicator.

      5. Actions - The Actions section of the Result Presentation Page lists out any Actions that are linked to this Result. From this section you can quickly view the status of these actions while clicking on the Action name will open the Action presentation view.

      6. Add Actions - The Add Existing and Add New Action buttons allow you to link additional Actions to this Result.

      7. File Attachments - The File Attachments section lists out files that are linked to this Result. You can upload as many files as you want. Click on a file name to download the file. File type icons display next to the filename.

      8. Editing attachments - From the File Attachments section using the pencil icon you can rename the files or use the red X icon to delete the file. Note - once a file is deleted from an object if it is not linked to any other objects it will be permanently deleted.

      View a Result

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

      1. Click on the Scorecard Objects main menu item
      2. Click on the Results sub menu item
      3. Search for the Result you would like to view.
      4. Click the View button next to the Result

      Result Properties

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

      1. The General properties edit button appears at the top of the Result page and allows you to edit the name and tags for the Result.

      • Name - The name of the Result
      • 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 just drag and drop in the tag entry box.

      2. The Relationships Section provides access to maintaining the Result relationships. The available relationships that a Result can have in Clear Impact Scorecard are:

      • Scorecard - The Scorecard/Result relationship causes the Result to be displayed on the related Scorecard. Any Indicators or nested Programs that are related to the Result will also be displayed on the Scorecard. If the Scorecard is shared on Partner Connect or has Embed enabled then the Result and its Indicators and nested Programs will also inherit those properties.
      • Indicator - The Result/Indicator relationship causes the Indicator to display on the Result. The Indicator can be viewed on the Result presentation view in the Indicators section. The Indicator will also display under the Result on any Scorecards that the Result is linked to.
      • Program - The Result/Program relationship signifies that the Program has a direct impact on the Result. This causes the Program to display under the Result on the Scorecard as a "Nested Program". This is in contrast to most Programs that are directly related to the Scorecard and show an indirect relationship to a group of Results that are often on the Scorecard also.
      • Action - The Result/Action relationships signifies that the linked Action is in somehow driving the success of this Result. This relationship will cause the Action to be displayed on the Result at the bottom of the Result presentation view in the Specific Actions section.

      3. The Files attachments section lists out files that are linked to this Result. 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.

      Create a Result

      Using the Fast Builder

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

      From the list page

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

      Edit a Result

      From the list page

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

      Delete a Result

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

      From the list page

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