Getting started on your Key Performance Indicators features - KPI Editors
If your administrator has given you permission to edit the KPI page you will be able to add objectives and key results and connect these to appropriate activities in Evaluate, Enquire and Improve*.
Note: Your administrator may have changed the names of your products. For example, Evaluate could be Self assessment.
Step 1 - To access the Key Performance Indicator page
- A. Click KPI on the drawer
Note: Your administrator may have changed the title but the icon will remain the same.
Step 2 - Create your objectives
Step 3 - Create key results
Step 4 - Link your key results to your objectives
Step 5 - Connect key results to associated assessments, enquiries and plans
First click on the Connect Button and a pop-up will appear.
- A. Select the product tab you want the key result to be connected with.
- B. Click the connect button to manage what this key result is connected to.
- A. Connect or disconnect the assessment, enquiry or plan you want to associate the key result with.
- B. If you want to connect or disconnect to all in a single click.
- C. If you want the key result to be automatically associated with any future assessments, enquiries or plans.
Step 6 - Monitor your key results
Updated on: 21/11/2022
Thank you!