Configure scorecard type
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Prerequisite
- Access to the Configuration > Scorecard Type (ST035) menu.
Introduction
The scorecard type classifies the scorecards registered in SoftExpert Performance and organizes their structure in a hierarchical form.
This article will demonstrate how to configure a scorecard type.
Configure scorecard type
1. Access the Configuration > Scorecard type (ST035) menu.
2. Click the button 
to add a scorecard type.
3. Provide an identifier and a name.
4. In the General tab, if desired, you can specify a higher scorecard type and enable the use of a mask for the identifier.
5. In Revalidation, it is possible to configure the validity period for scorecards, enabling expiration control.
6. Click 
to enable the Details tab.
7. In the Details tab, you can configure revisions, associate attributes that will complement the scorecard data, and define who can access or manipulate scorecards of that type.
8. Click to save the scorecard type configuration.
The associated Scorecard tab will only be enabled after a scorecard has been classified with the configured type.
Conclusion
Registering scorecard types is essential for correctly structuring performance management in SoftExpert Performance.