How to configure Categories

⏪ User Guide >> 6. Configuration >> 6.4 How to configure Categories
◀️ 6.3 How to manage Assessed projects

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The user can define the categories for the assessment of the strategic indicators and factors. These categories are visible in the Strategic Indicators data views.

If you see only needles when you open the dashboard means that the categories are not defined yet.

Step 1 - Click in the "New SI" button

You can find the New SI button in the Assessment/Strategic Indicators menu option, at the top-right of the form (just below the view mode menu)

Step 2 - Configuring Categories (first time)

This form only appears when the categories are not defined in the system, some categories are shown as default. You can choose as many categories as you need and you need to select the color for each one (the form includes three by default). For the factors, the width of the categories is defined introducing the thresholds. For the strategic indicators, the areas for each category will be automatically calculated to have areas with the same width.

In the categories form, you have the following options:

• : this button allows the user to create a new category (strategic indicator or factor)
• : this button allows the user to delete the corresponding category
• : these buttons allow the user to move categories. The list of categories should be ordered descendant, i.e. first category corresponds to the best value
• : this button allows the user to select the color that will be used in the graphical representation, e.g. the gauge charts in the graphical view for the current strategic indicator assessment

Step 3: Save

To finish the configuration, you need to click on the Save button

Redefine Categories

If you want to define the categories again, you need to click on Reset categories button in the New Strategic Indicators Form.