Creating an easy update experience for end users | ClearPoint Strategy

Creating an easy update experience for end users

This article explains how an Administrator can create a streamlined updating experience for end users by building the perfect scorecard summary report with data grids and ‘current user’ filters.  You can then set this page as a users’ home page to provide them a one-stop-shop for their updates!

In This Article

Building a summary report for making updates

The first thing we’ll do is build a summary report for the updater to use.  Summary reports provide a way to view or edit multiple elements at once, all from the same place. Creating a summary report that includes the fields users will need to update in ClearPoint is a great way to provide a seamless end user update experience. Check out our help article for detailed instructions on building a summary report for making updates.

For this report, you’ll want to include the relevant fields for making updates in the report as columns – such as Analysis, Recommendations, and Series Status.

Next, filter the report for elements where ‘Owner’ = ‘Current User’. This will adjust the report to only display elements that the users is marked as the owner of, so they can focus on the updates that they are responsible for.

Note: Only one report is needed when you use the current user filter. This report will filter the owner column based on the user you are currently logged in as. One report can be utilized by all your users for making updates.

This report now shows all the elements the a user is responsible for updating, as well as all the fields they are required to update.


Setting up a scorecard landing page

After creating the update summary report, we can provide a new home for our summary report at the scorecard level. This will make our update summary report easier to find and more user friendly. Scorecard Summary Reports can serve as the point of entry for users in the tool as well as a great way to make their updates without having to navigate all over. Check out our help article for detailed instructions on setting up a scorecard landing page.

Use a data grid custom field to display your summary report that was created in the section above. Data Grid custom fields are interactive, allowing you to inline edit and update the report, right from the page it is being reference on. Using Data Grids will allow you to view multiple summary reports all on one page.

Feel free to add any other relevant fields to the scorecard summary report, including a text box with instructions for your end users on how to make their updates. Now they have everything they need – all conveniently located on one page!

Setting home pages in ClearPoint

To make navigation even easier for end users, make the scorecard summary report the home page for the users that will benefit from it.  That way, when they log in, users will immediately see the summary report(s) with the elements they need to update and can do so right from that page!

Bulk set the scorecard landing page as the home page for the relevant users.

If you would like to force users into this view, you can enable ‘Prevent users from changing their home page’ in the Organization and Security section of Admin Options.

Check out our help article for detailed instructions on setting your home page in ClearPoint.

By taking these steps, administrators can ensure their end-users have everything they need to update their elements on time, allowing your team to focus less on data collection and more on executing your strategy.