Managing Status Indicators
This article explains how to customize the status indicators used across your ClearPoint account.
Fernando Montenegro
5 steps
10 seconds
Clearpointstrategy
1
Status indicators help you evaluate performance at a glance and can be configured to meet your organization’s needs. Administrators can create new indicators, edit existing ones, upload custom icons, and reorder the list used throughout your scorecards.
Adding a Status Indicator
2
1. Click **Settings** from the top navigation. 2. Select **Customizations**.
3
1. Navigate to the **Status Indicators** tab. 2. Click the **(+)** **Plus** icon to add a new status indicator. 3. Enter a **Status Name**. This name appears anywhere the indicator is displayed. 4. Enter a **Score** if you plan to use automatic evaluations for objectives or measures. 5. To use your own icon, check **Use Custom Status Indicator** and upload an image. 1. PNG or JPEG formats are recommended. 2. 24×24 pixels produces the best results. 6. Open the **Elements** tab to select which types of elements can use the indicator. 7. Click **Save**.
Editing a Status Indicator
4
1. Locate the **Status Indicator**. 2. Click the **kebab menu (⋮)** and select **Edit Status**. 3. Update the name, score, icon, or element applicability. 4. Click **Save**.
Reordering Status Indicators
5
You can adjust the order in which indicators appear in dropdowns and evaluation settings. 1. Locate the **Status Indicator**. 2. Drag and drop the indicators into the desired order.
Managing Status Indicators
This article explains how to customize the status indicators used across your ClearPoint account.
Fernando Montenegro
5 steps
10 seconds
Clearpointstrategy
1
Status indicators help you evaluate performance at a glance and can be configured to meet your organization’s needs. Administrators can create new indicators, edit existing ones, upload custom icons, and reorder the list used throughout your scorecards.
Adding a Status Indicator
2
1. Click **Settings** from the top navigation. 2. Select **Customizations**.
3
1. Navigate to the **Status Indicators** tab. 2. Click the **(+)** **Plus** icon to add a new status indicator. 3. Enter a **Status Name**. This name appears anywhere the indicator is displayed. 4. Enter a **Score** if you plan to use automatic evaluations for objectives or measures. 5. To use your own icon, check **Use Custom Status Indicator** and upload an image. 1. PNG or JPEG formats are recommended. 2. 24×24 pixels produces the best results. 6. Open the **Elements** tab to select which types of elements can use the indicator. 7. Click **Save**.
Editing a Status Indicator
4
1. Locate the **Status Indicator**. 2. Click the **kebab menu (⋮)** and select **Edit Status**. 3. Update the name, score, icon, or element applicability. 4. Click **Save**.
Reordering Status Indicators
5
You can adjust the order in which indicators appear in dropdowns and evaluation settings. 1. Locate the **Status Indicator**. 2. Drag and drop the indicators into the desired order.
