Glossary | ClearPoint Strategy

Glossary

This article provides an overview of helpful terms and definitions for using ClearPoint. You can also download a PDF version of the glossary at the end of the article.

Balanced Scorecard Terms

  Scorecard: The strategic planning framework used to align business activities to the vision of the organization.

  Strategy Map: A diagram that is used to visualize an organization’s strategic objectives. In ClearPoint, this comes as an interactive PNG image with updating status indicators.

  Objective: A high-level strategic goal which defines how an organization will achieve successful results. Some organizations call them “goals” or “thrusts.”

  Measure: A quantitative assessment that allows you to evaluate how well you are accomplishing your objectives. They are used to mark progress and are chartable. Some organizations call them “metrics” or “Key Performance Indicators (KPI).”

  Initiative: A project or group of activities put in place to improve measure performance and help achieve the overall organizational strategy.

  Milestone: A key step along the way to completing an initiative.

  Action Item: A small project or request that typically is short term and does not need funding or resources set aside.

  Risk: A liability or negative occurrence that could potentially be caused by internal or external vulnerabilities.

  Category: The areas of the overall business strategy addressed by groups of strategic objectives. Some organizations call them “perspectives.” Common categories include finance, consumers (or citizens, students, etc.), operations, and learning & growth.

  Status Indicator: An icon that provides a snapshot of how the organization performed for that particular element for a specific period in time.

  Alignment: The linking of strategic initiatives, measures, and objectives at the individual and organizational levels.

  Period: The base unit of time used for reporting (month, quarter, year, etc.).

  Reporting Frequency: The frequency of reporting (monthly, quarterly, annual, etc.).

   Fiscal Year: A period used by organizations for accounting, finance, and budgeting purposes.

Gantt Chart: A bar chart that illustrates a project schedule. It depicts all associated project timelines and milestones on the same page so you can easily see the relationship between them.

ClearPoint Strategy Terms

Navigation

  Support Center: The library of help articles located at clearpointstrategy.com/support where users can find articles and videos on how to use different features in ClearPoint.

  Control Panel: The navigation bar on the left hand side of every page in ClearPoint.

  Home: The default landing page that users see when logging into ClearPoint. This can be changed through the “My Favorites” page.

  My Updates: A quick access tool for elements you’ve been assigned to update within a reporting workflow.

  My Favorites: A quick access tool for the areas and elements you want to keep tabs on.

  My Scorecard: A quick access tool for the elements for which you have been labeled an owner.

  My Notifications: A quick access tool for the elements for which you have notifications.

  Documents: The location in ClearPoint where users can view all documents created and uploaded to their organization’s account.

  Reporting Workflows: A feature where Administrations can create the My Updates view, send reminder emails, and track the reporting cycle process.

  Notifications: Alerts that occur when changes have been made in ClearPoint to notify a user when changes occur that are most important to them.

  Reminders: An email feature that can be used to notify users of updates and can be configured to send automatically when owned or favorited elements are edited.

  Measure Library: A feature that allows member organizations to access benchmarking data in ClearPoint

  Recycle Bin: Log of all the deletions made in your account within the last 30 days, with the ability to undelete during that 30-day period.

  Revision History: A log of all activities by all users in a ClearPoint account. Contains information on the time, date, user, and element associated with the activity.

  History stack: The navigational shortcut that shows you the last 10 pages you have visited.

Detail Page: The page on which you view an individual element (objective, measure, etc.). These pages are accessed by clicking the name of an element.

Summary Report: A view that shows multiple elements at once and how they are related. These pages can be constructed at the scorecard or element level. Also known as “summary views” or “summary pages.”

Default Layout: The layout that displays automatically when navigating to the summary page for an element. The first layout listed is the default layout for that element.

Dashboard: A default measures summary view in which you can see the charts associated with all measures in a scorecard.

Category View: A default scorecard summary view that sorts your objectives, measures, and initiatives according to their respective category or “perspective”.

Default Grid: A default scorecard summary view that displays objectives with their linked measures and initiatives.

Alignment Matrix: A default summary view for objectives and measures that displays the objectives or measures, respectively, across a parent scorecard and all associated child scorecards.

Manage Elements and Manage Reports: pages where all individual elements or summary reports of one type within a particular scorecard can be managed (e.g. “Manage Initiatives” or “Manage Measure Reports”). Can be viewed in   list format or   grid format.

Home Scorecard (for specific elements): The scorecard in which a specific element “lives”.

Content

Element: The building blocks of ClearPoint. This can refer to any one of the various components used for strategic planning. Elements in ClearPoint include: objectives, measures, initiatives, milestones, action items, and risks.

Pod: An individual field on a detail page. Pods can be customized through CSS styling and with a number of display options.

Measure Series: The related data points within the measure data table. These can be plotted in charts and used to calculate additional series.

  Parent: A high-level element that is supported by similar, “child” elements (for example, a corporate scorecard with divisional scorecards attached).

  Child: An element that supports a parent element (for example, a divisional scorecard attached to a corporate scorecard). Children often roll-up to parent elements.

  Briefing Book: A clickable PDF report created in ClearPoint.

  Owner: The user designated as responsible for a specific element. This can be specified individually.

  Collaborator: A designation for users in ClearPoint who contribute to a specific element’s upkeep.

Heat Map Matrix: A custom summary view that displays the status of included measures over the past “N” periods.

  HTML Exports: A feature in ClearPoint that allows you to select summary reports and detail pages and publish them online in a public facing html document that you can link to or embed in your site.

  Filter: The search icon in the top left corner of summary reports in ClearPoint that allows you to filter for specific words or phrases.

Attachment: A default field that can be used to display download links to attached files.

Functionalities

Management Functions: From the Manage Elements and Manage Reports pages, one can   add,   edit,   delete,   duplicate,   favorite, and   sort elements or reports.

Two-Factor Authentication: An added layer of security in ClearPoint that administrators can apply to your account. If enabled, users will be required to provide an extra code when logging in.

  Edit: A change in ClearPoint that needs to be made only once, such as linking measures to an objective.

  Update: A change in ClearPoint that has to be updated periodically, such as a status indicator or data from a particular period.

   Lock: Prevents changes in a reporting period or scorecard. The account-wide lock in the top-right corner of ClearPoint is specific to the current user and is referred to as Presentation Mode.

  Calculated Field: A summary report series that can use calculations to make measure values accessible when building summary reports.

  Custom Fields: A custom information field that administrators can design and add to any element type. These fields can store qualitative or quantitative information and can be added as edit or update fields.

   Custom Number Format: The feature in ClearPoint that allows you to customize the way series data is displayed (e.g., by number of decimals, currency symbol and placement, etc.).

  Data Loader: A locally installed application that can map your data sources (excel, SQL, etc.) to your measures in ClearPoint and be used to upload data instantly.

Data Loader Package: A series of mapped connections between your data sources (excel, SQL, etc.) and measures in ClearPoint.

Template: A report that can be added to the template library in order to serve as a model for other scorecards, detail pages, etc.

  Table Styles: The custom CSS formats users can create and apply to their tables in ClearPoint.

  Menu Items: The element names that appear across the top navigation bar. These can be hidden or relabeled in a particular scorecard or across ClearPoint.

  Field Labels: The names given to non-menu elements in ClearPoint. These can be hidden and changed (e.g. so that “Milestones” will appear as “Project Phases”), either across ClearPoint or in a particular scorecard.

  Snapshot: A savable, archived copy of your account, data included, as it was when the snapshot was taken.

User Report: A report generated in Excel format that lists all users by their user access type (User Access Report) or all activities by user and scorecard (User Activity Report).

Custom Field Type Definitions

String: A string (text) field of 150 characters or less.

Long Text: A string (text) field of unlimited length.

HTML Text: An HTML formatted text field of unlimited length. Displays the HTML editor.

HTML with Data: An HTML formatted text field of unlimited length. Displays the HTML editor. Data references can be added.

Image: A field where a .jpg, .gif, or .png file can be loaded and displayed.

Numeric: A numeric field with two-decimal number formatting.

Integer: A numeric field with whole number formatting.

Currency Format: A numeric field with currency formatting ($9,999.99).

Accounting Format: A numeric field with accounting-style formatting (9,999.99).

Percentage: A numeric field with two-decimal percentage formatting (12.05%).

Date: A single-date field. Displays the date picker, from which you can select a date to display.

User Picklist: A field with a drop-down menu that allows you to select a user defined in ClearPoint.

Picklist: A field that displays a single element from a user-created drop-down list.

Multiple Picklist: A field that displays multiple elements selected from a user-defined list. Choices must be separated by commas when first created.

Boolean: A field where you can choose to display ‘Yes’ or ‘No’ from a dropdown menu.

Chart Reference: A field that creates a link to a chart elsewhere in ClearPoint.

Data Grid: A field that places a summary layout from elsewhere in ClearPoint on a detail page.

Scorecard Grid Header: A field that places a header at the top of a grid on a summary page.

External Link: A field that allows for a hyperlink with a custom name.

My Scorecard: A field that shows all of the elements you own.

My Favorites: A field that show all of the elements that you’ve added as a favorite.

Discussion: A custom field that can be added to your detail page layouts that allows for users to leave and respond to each other’s comments regarding a particular element.

User Types

No Access: A user who cannot access the system. However, this user can be set as the owner of elements (objectives, measures, projects, action items, etc). “No Access” users can be designated as owners of an element, and reports can filter elements based on to show or hide “No Access” users. “No access” users do not require paid licenses and are unlimited.

Browser: A user who can log into the system and look around but not make any changes. They are “view-only users” and they do not count towards your licensed user count, meaning they are free and you can add as many as needed (in accordance with your subscription agreement). If possible, it is better to add people as “Browsers” at a minimum so they can log in, see the latest information, and utilize real-time email alerts and notifications.

Updater: The most restricted type of user that requires a paid license. They can view everything (as permitted), they can update information like numerical data and status indicators, and they can type in analysis and view summary reports.

Editor: A type of user that can do everything an Updater can do, plus adding new elements to the scorecard(s) (objectives, measures, initiatives, etc) and adding descriptive information like owners, definitions, charts, measure series, formulas, automatic evaluations, etc.

Scorecard Administrator: A type of user that has all the permissions of an editor, plus the ability to edit the scorecard that they have “scorecard admin” access to. They can also edit reports and upload structured data. As the name suggests, they are responsible for specific departmental scorecards.

Administrator: A type of user that acts as custodian of the entire ClearPoint account. They have the capability to add users and scorecards as well as set periods, defaults, status icons and more.

By Scorecard: A type of user that has their permissions set by scorecard– meaning they can have browser access to one scorecard and scorecard admin access to another, etc.

By Group: An access setting that allow for extremely granular access controls. Using “By Group” access privileges requires adding an “Access Group” in the Systems Settings > Users and Groups > Manage Groups page, setting specific access rights by type of element or by specific element. Then, users can be assigned to a group and will have the access rights of that group. They could have Browser access to one element (objective, measure initiative, or action item) meaning they are able to view it and they may be given a different level of access to a different element on the same scorecard.
Note: This setup is extremely rare and not recommended in most situations.

File types used in ClearPoint

PNG: (Portable Network Graphics) A file format that compresses data without causing any loss of information when the file is decompressed for viewing.

GIF: (Graphics Interchange Format) A file format that compresses both static and animated images without causing any loss of information.

JPEG: An image file type that makes a trade-off between file size and quality of information retained (the smaller the file, the poorer the image quality).

SQL: (Structured Query Language) A standardized, English-like query language used for requesting information from a database.

CSV: (Comma Separated Values) A file type that stores numbers and text in plain text and is commonly used for importing and exporting information between table-oriented applications.

  XLS: The default file type for an Excel worksheet.

  PDF: The default file type for a page export.

  PPT: The default file type for a PowerPoint export.

Attachments

CPS Glossary

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