Getting Started Guide - Making Your Updates | Scribe

    Getting Started Guide - Making Your Updates

    • Fernando Montenegro |
    • 0 step |
    • 2 minutes
    Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)

    Detail Page

    On the Detail Page, you can quickly identify if a field is an Update Field by looking by the reporting period name at the top right corner.
    From your Control Panel\ Select Scorecards & Elements\ Click on Measures\ Choose the Measure you are going to be working with
    Update fields can be identified by the reporting period name

    Update from Detail page

    On the Detail page, you can double-click on the fields you want to update.
    Double-click on a field, for example, Analysis\ Update accordingly\ Click Save at the top of your screen

    Update from the Edit window

    In addition to the Detail page, you can also make your updates from the Element Edit window.
    Click on the Edit pencil icon\ Navigate to the Update Fields tab where you can make updates or\ Navigate to the Update Data tab where you can input data into the Measure Data table\ Click Save

    Update from Summary Reports

    Updates from Summary Reports can be helpful if you need to make updates to multiple elements at once.
    From your Control Panel\ Select Scorecards & Elements\ Click on Manage Reports\ Go to Initiative Reports\ Select the report you are going to be working with
    Double-click on the fields you want to update\ Once you are done with your updates\ Click Save at the top right-hand of your screen

    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. Double-click on any of the Elements that require your attention.
    From your Control Panel\ Click on My ClearPoint\ Select My Updates\ Click on the Edit Pencil icon\ Double-click on any of the Elements to update it\ When you are finished, mark the Task Complete checkbox\ Click Save
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