Critical number definitions

If you want to define new critical numbers, use the Critical Numbers Setup form.

On that form, use this basic process:

  • Specify a source for the data that is to be used.
  • Define how the critical number's value is to be calculated.
  • Determine whether you want to use goal and alert settings, and if so, how.
  • Optionally, specify what drilldowns are to be used when the user seeks more information about how the critical number was calculated and what it means.
  • Determine what groups and users will have access to the critical number data, using critical number categories and individual user assignments.

    Viewing a critical number is controlled by the permissions set for the specific number. User or group permissions can be set for a category of critical numbers on the Critical Number Categories form, or user permissions can be set for a specific number on the Critical Numbers Setup form.

  • Define critical number parameters and how they will be used in critical number calculations and displays.
  • Determine and set up filters to be used in retrieving critical number data.

For more information, see the online help.