Scorecard Validity Alerts

  • 5
  • Idea
  • Updated 4 months ago
  • Implemented
We like the ability to set the Validity Period for the measures on a Scorecard 2.0 layout.  We would like to set an alert to go out to the CSM when the manual measures are no longer valid.  Is this possible through any current functionality?  

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Kate Green, Champion

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Posted 7 months ago

  • 5
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Aditya Marla, Employee

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Hi Kate,

Would firing CTA's work as alerts for you? If so, you could possibly use bionic rules to achieve that (create a rule to check whether the  modified date is greater than the validity period to fire CTA's)
Let me know if that helps

Regards
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Jason Metzler

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Would be great to be able to have a flag on a score that is Y/N within the validity timeframe. That way we don't have to calculate the validity period in a rule, just report on those scores per CSM that are out of date.
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Aditya Marla, Employee

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Hi Jason, 

The scores that have expired (exceeded the validity timeframe) are visually distinguished in the Mass Edit report.
Would having an option to filter to only show account where scores are invalid be useful? (Or would you want to use that data available in the rules engine to take any other action?)
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Jason Metzler

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I was hoping to create a report for the CSMs to see where their expired scores are. I have a dashboard for the CSMs to view a variety of items, and that is where I was picturing it. They are responsible for updating two of our scores every 6 months. It isn't obvious to them that the score has expired. No alert/report as of now, just the notice on the scorecard itself.
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Aditya Marla, Employee

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In the "mass edit report", the expired scores have an " ! " mark beside them.

Would creating a Mass Edit report filtered to the accounts a CSM manages work?( or would this indication get lost in the report?)
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Jason Metzler

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I think that will work for now, but it would be nice to see only those scores that need updating.