Getting Started Guide - Making Your Updates

This article will walk through how to make updates to the strategic elements you are responsible for in ClearPoint.

Fernando Montenegro
9 steps
18 seconds

Clearpointstrategy

ClearPoint makes it easy to enter status updates, progress, and analysis for your elements. Updates can be made directly from element detail pages or from your workspace.

Making Updates from a Detail Page

On the Detail Page, you can quickly identify if a field is an Update Field by looking by the reporting period at the top right corner of its card.

1. From your Control Panel, click the chevron (>) next to **Elements** to expand the list. 2. Click the chevron (>) next to the element type (e.g., **Measures**). 3. Select the element you want to edit. 4. Double-click inside the field you want to update. - An orange **Inline Editing tag** will appear at the top right with an **X** to cancel. - The **Save** button will only appear once you make changes. 5. Click **Save**.

Viewing Version History

1. On an update card, locate the **period tag** for the reporting period. 2. Click the period tag to open the **Version History**. 1. Review past entries, including who made the change and when.

Making Updates from the Edit Element Drawer

In addition to the Detail page, you can also make your updates from the Element Edit window. 1. From the element detail page, click the **Pencil icon** to open the **Edit Element drawer**.

1. You can update element information in two areas: 1. **Update Fields tab** – Update narrative fields such as Status, Analysis, or Recommendations. 2. From this tab, you can also use **Copy Forward** to carry values forward from the previous reporting period. 3. **Update Data tab** – Update quantitative values for data series linked to the element. 2. Enter your updates as needed. 3. Click **Save**.

Update from Summary Reports

Updates from Summary Reports can be helpful if you need to make updates to multiple elements at once. 1. From your Control Panel, click the chevron (>) next to **Reports** to expand the list. 2. Click the chevron (>) next to the element type (e.g., **Initiative Reports**). 3. Select the element you want to edit.

1. Double-click on the fields you want to update. 2. Enter your updates as needed. 3. Click **Save**.

My Updates page

If your ClearPoint Administrator has set up Reporting Workflows you may be asked to perform your updates from the My Updates Page. You will see a filtered list of the Elements you need to update for the reporting period. 1. From your Control Panel, click the chevron (>) next to **My ClearPoint** to expand the list. 2. Click the chevron (>) next to **My Updates** 3. When you are finished, mark the **Task Complete** checkbox