Organize Your Strategy - Managing Measures | Scribe

    Organize Your Strategy - Managing Measures

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

    Editing a Measure from the ‘Manage Elements’ page

    Select **Scorecards & Elements** from the Control Panel\ Choose **Manage Elements**\ Click on **Measures**
    Select **Add Measure** from the dropdown menu or click the **Plus icon**\ Under **Name**, enter the new Measure name, for example, ‘Net promoter score.’\ Choose an **Owner** from the dropdown menu Navigate to the **Update Fields tab**\ Examples of information that can be updated are, Status, Analysis, Recommendations.\ Updates made here will apply to that particular period. Navigate to the **Edit Fields tab**\ Examples of information that can be edited are, Name, Owner, Reporting Frequency. \ Changes can be made to the Measure that will stay the same regardless of what period the user is in. Once you are done with your changes, Click **Save**

    Editing a Measure on a Detail Page

    Choose **Manage Elements**\ Select **Measures**\ Open the **Measure** you are going to be working with, in this example, ‘Revenue’.\ Click the **Edit Pencil icon**\ Perform your changes accordingly\ Click **Save**

    Bulk editing measures

    Choose **Manage Elements**\ Select **Measures**\ **Mark** the checkboxes next to the Measures you want to change\ Select **Edit Multiple** from the dropdown menu
    Navigate to the **Update Fields tab**\ Select the **Measure** you want to update, in this example, ‘Status’.\ Update the **Status**, this change will apply to all Measures previously selected
    Navigate to the **Edit Fields tab**\ Select the **Measure** you want to edit, in this example, ‘Owner’.\ Assign an **Owner** from the dropdown list, this change will apply to all Measures previously selected \ Click **Save**
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