The module homepages that are a new feature introduced in Intelex 5 were designed for users to have ready access to all the features they need related to a module. These include tasks, RSS feeds (which incidentally show the latest entries from this blog), as well as calendars, message center, and scorecards.
I recently met up with Ketul Shah, our resident scorecards expert, to discuss some of the finer details of Metric Scorecards. A Metric Scorecard is a type of Key Performance Indicator. They're basically numbers that tell managers and employees how well certain facets of their operations are performing. They could be ratios, percentages, time units, or dollar figures. Anything from the number of nonconformances in the past month to total safety incidents may be represented. A neat feature is the ability to specify high and low thresholds so that when a metric dips below or exceeds specified levels, you can spot it right away by the color the number is displayed in or by the absence or presence of a check mark.
Ketul quickly showed me how to create and setup a Metric Scorecard. It literally took less than four minutes to build one and get it up and going. To start building one, go to the Metric Columns tab in the Dashboards and Scorecards module and then add an entry. From there, you can specify your variables and define your calculations. You can optionally assign metrics to groups. Once you're done setting up and saving the metric columns, go to Scorecard Editor to configure and add the newly created Metric Scorecard to your module homepage.
If you are interested in taking a look at some preconfigured scorecards, several of them will soon be available to download at the Intelex Exchange.
