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.

Please note: This key performance page is only visible to users KPI editors permission. If you want all your users to see the page you will need ask your administrator to grant permission via Admin preferences. Read this article to find out more. To understand what users will see if they do not have permission to see this page read this article.

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.



Please note: This key performance page is only visible to users KPI editors permission. If you want all your users to see the page you will need ask your administrator to grant permission via Admin preferences. Read this article to find out more. To understand what users will see if they do not have permission to see this page read this article.

Step 6 - Monitor your key results

Note: Only activity owners can add summary comments to a key result.

Updated on: 21/11/2022