Working with Status Overrides

You can work with status overrides in many places in a scorecard, including in:

Watchlists

See "Working with Comments in Watchlists" for additional information
The Diagram tab of a view.

See "Working with Status Overrides in the Diagram Tab of a View" for additional information

As you work with status overrides, remember that a status override is associated with a specific point of view. See "About the Point of View Area" for additional information.

Tip:

Prior to overriding a status, ensure that the business owner has been set for the KPI, initiative, or objective. See "Creating KPIs" for additional information on how to add a business owner to a KPI.

See "About Status Overrides" for additional information about status overrides.

Working with Status Overrides in Watchlists

In a watchlist, you can view status overrides and override cancellations that were previously applied, and apply new overrides and override cancellations to the initiatives or objectives, and KPIs in the watchlist. See "Watchlists" for additional information.

To work with status overrides in a watchlist:

Open or edit the scorecard. See "Opening or Editing Scorecards" for additional information.
Open the object in which you want to work with status overrides and navigate to the appropriate pane or tab. See "Opening Scorecard Objects" for additional information about how to open an object.
Ensure that the values that are displayed in the point of view area reflect the desired context for the status override. (For example, you might want to override the status of a KPI for the Eastern region.)
To override a status or to cancel an override:
1. In the watchlist, right-click the Status cell in which you want to override the status or cancel an override and select Override Status. The "Status Override dialog" is displayed.
2. Complete the Status Override dialog and click OK.
To view status overrides or override cancellations that were previously applied to an object, hover the mouse pointer over the red asterisk to the right of the status symbol.

The "Status window" is displayed. From this window, you can:
- View status overrides or override cancellations that were previously applied.
- Display the Status Override dialog to apply a new override or to cancel an override by clicking New Override.
- Pin the window so that it stays open by clicking the Pin button.

Working with Status Overrides in the Diagram Tab of a View

In the Diagram tab of a view, you can view status overrides and override cancellations that were previously applied, and apply new overrides and override cancellations to objectives and KPIs that are displayed in the view. For example, you can work with status overrides in the "Strategy Tree tab: Diagram tab."

To work with status overrides in the Diagram tab of a view:

Open or edit the scorecard. See "Opening or Editing Scorecards" for additional information.
Open the view in which you want to work with status overrides and navigate to the Diagram tab. See "Opening Scorecard Objects" for additional information about how to open an object.
Ensure that the values that are displayed in the point of view area reflect the desired context for the status override. (For example, you might want to override the status of a KPI for the Eastern region.)
To apply a new status override:
1. Click the Options button on the right side of the node to which you want to apply the status override and select Override Status from the "Node Options Menu." The "Status Override dialog" is displayed.
2. Complete the Status Override dialog and click OK.
To view status overrides that were previously applied to an object, hover the mouse pointer over the red asterisk to the right of the status symbol.

The "Status window" is displayed. From this window, you can:
- View status overrides that were previously applied.
- Display the Status Override dialog to apply a new override by clicking New Override.
- Pin the window so that it stays open by clicking the Pin button.