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QPR Knowledge Base 2023.1

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    • Navigation: Portal Fast Guide to Scorecards

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    QPR Suite 2023

    Fast Guide to Scorecards in QPR Portal

    This guide provides you with a quick overview to the most relevant functionality related to browsing scorecards in QPR Portal.

    Opening Portal & Logging In

    Start the QPR Portal by selecting Start -> All Programs -> QPR Suite 2023 Servers -> QPR Portal.

     

    You can login to the QPR Portal by entering your username and password to the fields on the left side. The default user for all QPR products is 'qpr' and the password is 'demo'.

    Tabs of QPR Portal

    There are four main tabs available in QPR Portal:

    My Contents: Here you can see e.g. your bookmarks, responsibilities, and briefing booklets published to you.

    Processes: Here you can browse process models.

    Scorecards: Here you can view measures of your organization’s balanced scorecard. This guide focuses mainly on this tab.

    Actions: Here you can create and view actions related to process models, scorecards, and to your organization in general.

    Selecting Models

    To select a model, go to the Scorecards tab and click Select Model in the left frame. A dialog for selecting a model is displayed.

    dlg_select_model

    Model selection dialog

    vertical_line

    Navigation

    Navigating the scorecards is easy and straightforward. In the Scorecards view you can select the desired scorecard from the navigation frame (A) and the selected scorecard is opened in the viewing frame (B).

     

    The toolbar buttons function as follows:

    btn_select_model

    Opens a model selection window.

    btn_print

    Prints the active scorecard view.

    btn_bookmark

    Opens the bookmark window. See the next section for more information.

    btn_add_to_basket

    Add elements from the scorecard view to the basket for later reuse.

    btn_actions

    Opens the Actions view showing all actions connected to the current element. See the Commenting and Action Planning section.

    btn_show_pg_links

    Shows/Hides ProcessGuide links from the view.

    btn_period

    Select the period used in the view.

    btn_views

    Select pre-defined view settings. Views available for the Scorecards and Strategy Maps views are controlled by the QPR Metrics client, but for other views there is a View Designer available for creating customized views.

    btn_series

    Select the series used in the view.

     

    pic_scorecards

     

    A floating Navigation toolbar is also available (depending on the version of the SVG viewer) in the Scorecards and the Strategy Maps view for easier navigation.

    vertical_line

    Element View

    Clicking the element symbols opens the Element View for the selected element. In the Element View you can see the measure values and define for instance alerts or add actions related to the element. If the element has a shadow, it indicates that it has hidden sub-elements below it in the scorecard hierarchy.

     

    pic_element_view

    Bookmarking

    To bookmark the currently active view, click Bookmark in the toolbar above the hierarchy view.

     

    pic_bookmark

     

    To change the default name of the bookmark, change the text in the Link name field. Click OK to create the bookmark.

     

    pic_bookmark2