Setting General Parameters

Before getting started with Scientrix, it is important to customize the general parameters

In order to ensure that the parameters are correctly set up for your business's particular needs, you will need to meet with your management or leadership teams in order to determine which criteria you are going to use.

• The general parameters determine the way in which performance is reviewed and how the information in the grids is constructed.
• General parameters can only be set up by a user who has administrator rights

HOW TO SET THE PARAMETERS

The parameters are set up by clicking on the profile icon, then admin, general settings, set up parameters.

In order to change the general parameters, Select the edit icon, then make the changes and click save when you are done. You can also view the current parameters by selecting the view icon.

1. When setting up your general parameters, begin by setting the start of your financial year. By confirming the starting month of the financial year, you will determine the month that you start tracking your metrics It is vitally important to remember that if you change the financial year start date once you have input your KPI data, all of your data will be lost.
2. As a result, it is critically important to set your financial year start month before you start working with any other data or metrics. We recommend contacting our technical support team should you need to change this parameter at a later stage
3. Next, you will need to determine how many months before the current date you would like people to be able to update prior data. The best practice is to allow for 12 months, and then reduce this amount as your teams become used to using the grid.
4. After this, you will need to determine whether you wish to track performance monthly or quarterly. The best practice is to track this monthly. The tracking period will reflect in the toolbar dropdown on the home page and the matrix will reflect the performance of that period.
5. Next, you will need to determine the account blocking time. As a safety feature, if a user enters their credentials incorrectly three times in a row, they will be blocked from logging in to the system. This parameter determines how long the period of time will be before they are allowed to log in again.
6. You will need to determine the criteria that your organization will use to track the health or performance of initiatives. These are the default initiative assessments used to track performance in the initiative overview. You will need to decide which of the selected assessments would determine the overall status of the initiative. It is vital to remember that when editing or deleting assessment questions after the information is captured, the data will be irretrievably lost.
7. Next, you will need to determine the default type for initiative assessment. This is the overall status and is what is reflected in the initiative lists and Kanban.
8. Following this, you will also need to determine the criteria that the organization will use to track the performance of elements. These are the default element assessments used to track performance in the element overview. Decide which of the selected assessments would determine the overall status of the element. It is vitally important to remember that when editing or deleting assessment questions after the information is captured, the data will be irretrievably lost.
9. Next, you will need to determine the default type for element assessment. The overall status for this will be what is reflected in the element lists and in the grid.
10. Next, determine your element modules. You can activate or deactivate the individual modules that you would like to use. For example, if you do not wish to work with risks, you can disable the feature here.
11. Next, you will need to select which default field separator you would like to use when downloading CSV files. You will have the choice between comma separators and semicolon separators. This will determine how easy it is to read the data from an exported CSV file I.E, that the data in the opened CSV file appears in organized columns.
12. Next, you can choose whether or not to freeze the target values for your metrics once they have been captured. This avoids the possibility that users might change them once they are set.
13. Following this, you will need to choose your favorite currencies, followed by your default currency. You can select your default currency from a list of the favorite currencies that you chose.
14. After you have chosen your currencies, you will need to choose your default language. The language options that are available to you are either English, Spanish, or German.
15. Next, you will need to select your initiative modules. Activate or deactivate the modules you wish to use in initiative management. For example, if you do not wish to work with dependencies, you can disable the feature here.
16. Next, you will need to define the structural levels or “Org. Units” that your organization uses such as Company, Division, Department, etc. By default Org. Units are not mandatory fields. You can make Org. Units mandatory by clicking admin, general parameters, org unit required. Select which functions must have org. units as mandatory such as grid Elements, Initiatives, metrics, or Employees. these items can then only be saved again after an edit if an Org. Unit is assigned to them.
17. Next, you will need to select the default landing page for all users upon signing in.
18. Following this, you will need to choose the naming convention for metric targets. For example, some companies prefer to use the word “budget” instead of target”
19. Next, you will need to decide whether to enable or disable email notifications. This can be used to remind users via email that they have not logged into the Scientrix system for a certain number of days. In addition to this, you can also set the number of days of not logging into Scientrix after which a user will receive an email notification. You can also create the email template to be sent to users in order to remind them to log in and update their metrics, initiatives, tasks etc.
20. Next, you as an admin can enable or disable the terms of use feature. If enabled, the users need to acknowledge and accept that they have read and understood the terms of use and the system will keep a record of the terms that were accepted and when they were accepted. If terms of use are enabled then every user has to accept the Term of Use after login before he/she can continue to use the Scientrix platform. This is repeated every time the Terms of Use are updated
21. Next, choose the order and items to appear on the left navigation bar of the element overview. Select or unselect each item then click and drag them into the desired order. All un-selected items will appear under the “show more” section on the menu.
22. Following this, you can choose the items that appear on the left navigation bar of the initiative overview and in what order they are to appear. Select or unselect each item then Click and drag them into the desired order. All un-selected items will appear under the “show more” section on the menu.
23. If you would like to customize the color palette, you can customize the available colors to fit your corporate brand. Remove the existing colors by clicking on the ‘x’. To add a new color, click on the + sign….a new color box will appear. Click on the color bar and add the RGB color code. Once you are satisfied with your color selection, click save.
24. Next, you can choose which boxes will appear on the element overview page as well as the order in which they will appear. Click and drag the boxes to obtain the desired sequence.
25. Finally, choose which boxes will appear on the initiative overview page as well as the order in which they will appear. Click and drag to obtain the desired sequence.