Setting up KPIs

The Start Center displays key performance indicators (KPIs) and their scores for users. KPIs are user-defined parameters that measure productivity or efficiency associated with processes and/or work order-related activities. The system displays an icon on the Start Center for each KPI that enables users to view the status of their work environment with respect to the KPIs specific to their job, as well as the current score for each KPI. After defining KPIs, grant users access to the KPIs. KPIs can either be user-group specific or public. Public KPIs can be displayed for all users. Define system privileges for users to personalize their Start Center to display KPIs based on their preferences.

Note: After personalizing the KPIs, the system administrator must start the KPI driver to enable the system to recalculate KPI scores based on the specified interval for each KPI.

To personalize your company’s KPI images, replace the default images provided by the system. KPI images are stored in the following location on the application server:

  • For Jboss installations: APP_HOME/jboss/shared/deploy/web.war/images/default

To set up KPIs:

  1. Select Administration > Start Center Setup > KPI Setup.
  2. On the List View tab, click New Record. The Record View tab is displayed.
  3. Specify this information:
    KPI Code
    Specify a unique code identifying the KPI, and then enter a description of the KPI in the adjacent field. The description will be displayed for the KPI on the Start Center.
    Out of Service
    Select to hide the KPI to all user groups.
    Frequency
    Specify the frequency in days with which the KPI will be recalculated.
    SQL Statement
    Specify the SQL statement to calculate the current value for the KPI. The system automatically populates SQL Statement Text.
    Maintain History
    Select to record the history of the KPI. Refer to Viewing KPI History for more information on KPI History.
    Public
    Select to give all user groups access to the KPI.
    Note: KPIs for which user groups have been associated cannot be Public.
    Parent
    Select to indicate that the KPI is a parent KPI.
    Current Value
    The current value of the KPI. By default, the field is disabled.
    Last Update
    The date when the KPI is recorded.
    Normal Score
    Enter the normal score for the KPI. The system automatically populates Current Value, Last Update, and Next Update.
    Next Update
    The date when the KPI must be next updated.
    Screen
    Specify the system screen for which to enable a hyperlink to call the screen for the KPI.
    Note: If you update Screen, the system clears Dataspy.
    Dataspy
    Select the Dataspy used to retrieve records for the called system screen.
    Filter
    Specify the where clause with which to associate the KPI.
    KPI Display Options
    Select either Normalized Values (Weighted Average), Actual Values (Weighted Average), or Actual Values (Summed).
    Note:  Parent must be selected to enable KPI Display Options.
  4. Click Save.