Scorecards SaaS considerations

Some Scorecards (Performance Management) features have specific considerations in a SaaS environment.

Considerations are indicated for each feature, and recommendations on how to approach the feature implementation in the SaaS solution.

Feature	Consideration	Recommendations
Source systems	The tenant cannot create or modify source systems.	The Service Provider creates and edits source systems for tenants. After adding a source system to the workflow, the Service Provider assigns or unassigns one or more data sources to the source system. NOTE: If data sources are attached to a source system without an organization owner, the source system is visible to all tenants.
Source measures	The tenant can add, view, or modify mapped source measures defined for the organization over which they have visibility and scope. The tenant can create a source measure, map it to an activity or evaluation, and assign it to a source system.	The Service Provider creates, edits, and deletes all host and tenant-created source measures, as required. The Service Provider can also create source measures that are mapped to custom source systems for a specific tenant.
System Management	The tenant cannot modify the following General Settings: %Met - Count only KPIs with Scores Source Measures - Convert Null Values to Zeros Enable Period to Date Scorecards Maximum number of days to recalculate (per each calc engine run) Maximum recalculation time (in minutes) Maximum numbers of periods Enable Supervisor Rollup Number of Interactions to Retrieve	For Source Measures - Convert Null Values to Zeros: A tenant can update the KPI formula to force or not force source measures that are Null to Zero.
Performance Management custom source measures	This feature is custom-scoped for each situation.	Consult with Services personnel.
Scorecards Calendar Settings	Scorecards First Day of the Week or Starting Date of the Fiscal Year settings is system-wide in EM. Therefore, these settings cannot be set for each tenant. Rather, these settings apply to all tenants in a SaaS environment.	If a tenant requires different settings than the default start day of the week and fiscal year settings, a separate instance with those settings should be defined.
Extensible Dimensions	Only tenant users can create an Extensible Dimension Type (EDT) or an Extensible Dimension Member (EDM) Starting with V15.2 HFR5, only queues created by tenant users are visible from the Dimensions Members page. Queues created in versions prior to V15.2 HFR5 by either host users or tenant users are visible from the Dimensions Members page after migration to V15.2 HFR5.	N/A
Scorecards Intraday KPIs	Each tenant is limited to ten intraday KPIs. The intraday periodicity of these KPIs should be set to 2 hours.	N/A