Click OK. The new scorecard is created. You can now perform the remaining tasks Click Save to display the

Scorecarding 12-7 Privileges are managed by the administrator. For information about privileges, see Oracle Fusion Middleware Security Guide for Oracle Business Intelligence Enterprise Edition. To alter the permissions of the Scorecard or elements within it that is, which users have access to it, you need Full Control permission on the scorecard. For information about permissions, see Chapter 13, Managing Objects in the Oracle BI Presentation Catalog. Using the Edit and View Modes in the Scorecard Editor The Scorecard editor has two modes: ■ Edit mode - Enables you to create or edit initiatives, perspectives, objectives, KPIs, KPI watchlists, and views, and create agents from KPIs. ■ View mode - Enables you to navigate and view initiatives, perspectives, objectives, KPIs, KPI watchlists, and views but not add or modify them. You also can add comments, override statuses, and create agents from KPIs. In addition, the information that you can access and the tasks that you can perform in these mode depends on the following: ■ The privileges that are assigned to your account ■ The permissions that are associated with the individual scorecard objects and folders For information on privileges and permissions, see What Privileges and Permissions Are Required for Scorecards? Creating Scorecards To create a scorecard: 1. In the global header, click New and then select Scorecard. The New Scorecard dialog is displayed. 2. Specify a name for the scorecard. 3. optional Specify a description of the scorecard. 4. Select the location in which to save the scorecard. 5. Specify whether to use the default Balanced Scorecard perspectives.

6. Click OK. The new scorecard is created. You can now perform the remaining tasks

for creating a scorecard, as described in How Do I Create a Scorecard? Opening or Editing Scorecards To open or edit a scorecard: 1. In the global header, click Catalog to display the Catalog page . 2. Navigate to the scorecard that you want to open or edit and click one of the following links: ■ Open — The scorecard is displayed in the Scorecard editor in view mode. ■ Edit — The scorecard is displayed in the Scorecard editor in edit mode. 12-8 Oracle Fusion Middleware Users Guide for Oracle Business Intelligence Enterprise Edition For more information on the view and edit modes, see Using the Edit and View Modes in the Scorecard Editor . 3. Make the desired changes. 4. Save the scorecard. What Are Vision Statements? A vision statement is a short statement that describes what your organization wants to become sometime in the future. For example, it might be to become the most successful business in the South America Polypropylene Market. A vision statement is optional. Often, from this statement, you define the key goals and priorities that form your mission statement. For more information, see What Are Mission Statements? For information on defining a vision statement, see Defining Vision Statements . Defining Vision Statements To define a vision statement: 1. Edit the scorecard for which you want to define a vision statement. For information, see Opening or Editing Scorecards . 2. In the Scorecard Documents pane , click the Create Object toolbar button and then select Vision. The Vision tab: Document tab is displayed. 3. Enter and format the vision statement. You can apply such formatting options as bold, italic, underlining, indents, justification, and font size changes. 4. Click the Vision tab: Details tab . 5. Assign the business owner and specify related documents, as appropriate. See Related Documents area .

6. Click Save to display the

Save As dialog . In the Save As dialog, you can rename the vision statement rather than use the default name. What Are Mission Statements? A mission statement specifies the key business goals and priorities that are required to achieve your vision. A mission statement is optional. For information on defining a mission statement, see Defining Mission Statements . You define your vision in a vision statement. For more information on vision statements, see What Are Vision Statements? Defining Mission Statements To define a mission statement: 1. Edit the scorecard for which you want to define a mission statement. For information, see Opening or Editing Scorecards . 2. In the Scorecard Documents pane , click the Create Object toolbar button and then select Mission. Scorecarding 12-9 The Mission tab: Document tab is displayed. 3. Enter and format the mission statement. You can apply such formatting options such as bold, italic, underlining, indents, justification, and font size changes. 4. Click the Mission tab: Details tab . 5. Assign the business owner and specify related documents, as appropriate. See Related Documents area .

6. Click Save to display the