Your system specialist defines preference settings. To change or define these settings, complete any of the following tasks:
Define a startup page.
Change your Metrics Management authentication password.
Choose a preferred location.
Change your default e-mail address.
Choose dashboard display defaults.
Change the language.
Change home page and Navigation Pane favorites.
Add a book section to your home page.
Defining a startup page
You can choose the book, home page, map, or view that opens when you log in to Metrics Management.
How to define a startup page
1 On the toolbar, choose Preferences.
2 On Preferences, shown in Figure 2‑8, in On startup open, do one of the following:
Figure 2‑8 Specifying the Metrics Management startup page
To choose no startup page, select Nothing.
To open My Book on startup, choose My book.
To open My Home Page on startup, select My Home Page.
To specify opening a book, choose Selected book. Then, select a book from the Selected book list.
To specify opening a map, choose Selected map. Then, select a map from the Selected map list.
To specify opening a view, choose Selected view. Then, select a view from the Selected view list.
3 Choose OK.
Changing your Metrics Management authentication password
The system specialist must allow you to change your Metrics Management password before you can change it. Otherwise, this option is unavailable. Your new password must be at least eight characters, is case‑sensitive, and can contain special characters.
How to change your Metrics Management authentication password
1 On the toolbar, choose Preferences.
2 On Preferences, choose Change Metrics Management authentication password.
3 On Change password, as shown in Figure 2‑9, perform the following tasks:
1 In Current password, type your current password.
2 In New password, type your new password.
3 In Confirm new password, type your new password again to confirm it.
4 Choose OK.
4 On Preferences, choose OK.
Choosing a preferred location
You can select a preferred location, which is typically the location where you work, that you are responsible for, or that you are most concerned about. When the default top location in a view or briefing book section is defined as <Preferred location>, that view or briefing book opens to the location defined as your preferred location. If you enter data, the default location that appears in the location list on the Data entry tab is your preferred location.
How to choose a preferred location
1 On the toolbar, choose Preferences.
2 On Preferences, in Preferred location, select a location from the list. Then, choose OK.
Changing your default e-mail address
You can receive e-mail through Metrics Management about missing data and measures you own. The system specialist defines your default e-mail address initially.
How to change your default e-mail address
1 On the toolbar, choose Preferences.
2 In E-mail address, type a new e-mail address. Then, choose OK.
Choosing dashboard display defaults
You can select what types of information and indicators appear when you open a dashboard.
How to choose dashboard display defaults
1 On the toolbar, choose Preferences.
2 In Dashboard, perform any of the following tasks:
Choose to show polarity indicator arrows in dashboard data charts.
Choose to show indexes, index range identifiers, and performance colors for group measures.
Choose to show data, variances and percent variances, indexes and index range identifiers, and color in dashboard data tables for data and formula measures.
Changing the language
Metrics Management supports four languages. You can use Metrics Management in Arabic, English, French, or German.
How to change the language
1 From the top menu, choose Help➛Languages, and select a language. Figure 2‑10 shows selecting French.
Figure 2‑10 Changing the language
A message indicates that you must restart Metrics Management to change the language.
2 Choose File➛Exit to close Metrics Management.
3 Start Metrics Management.
Changing home page and Navigation Pane favorites
You can personalize the list of objects that appear as favorites. Your favorites appear in Navigation Pane in My Favorite <item name>, as well as on the home page. Books, initiatives, links, maps, and views all have a favorites list.
Initiatives support defining an initiative as a favorite in Initiatives. Performing this task also defines the initiative as a favorite on the home page and in the My Favorite Initiatives list.
How to add an object as a favorite
1 On the home page, choose Edit <Object type> beside an object type. For example, beside Views, choose Edit Views.
2 In <Object type>, in Available, select an item. For example, select Balanced Metrics Management, as shown in Figure 2‑11.
Figure 2‑11 Choosing favorites
3 To move the item to the Selected list, choose Add.
4 Choose OK. The object appears in the My favorite list in Navigation Pane and on the home page.
How to define an initiative as a favorite
In Initiatives, select Add to Favorites beside an initiative. The Add to Favorites icon appears colored, as shown for the Survey Customers initiative in Figure 2‑12.
Figure 2‑12 Adding an initiative as a favorite
Adding a book section to the home page
You can add a book section to the home page, as a home page alert. For example, create a section that contains the measures you watch, and add the book section to your home page.
How to add a book section to the home page
1 At the bottom of the home page, beside All Critical problems, choose Edit Section.
2 In Sections, select an available book section, as shown in Figure 2‑13.
Figure 2‑13 Specifying a book section as a home page alert
3 Choose OK. The book section appears on the home page.
Define a startup page.
