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STEP 5: Enter a unit of measurement by clicking on the drop-down list ‘UNIT’ and select the most suitable one.
Examples include number, percentage, days, and currency. This is the ‘Y’ axis of the KPI graph.STEP 6: Select a period which indicates how often you want to measure this indicator.
For example, is it Monthly, Quarterly or Annually? It is important that this is chosen correctly in the first instance as it cannot be modified once created.STEP 7: Choose your aggregation method from the available options: Cumulative, Normal and Average.
The cumulative method will result in the system summing up values based on the time frames selected.
The normal method will return the figure for the last closing reporting period within the selected time frame.
The average method will display data as an average of the period of analysis.
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STEP 11: Select a responsible officer from the drop-down list provided.
You can also select a Reporting Officer who will have access to update the actual values of the KPI such as a Personal Assistant.STEP 12: Add a relevant document.
STEP 13: Custodian and Data source fields can be used to record the bodies which own the data or where the data has come from respectively.
STEP 14: You can link a KPI to an Agency as per the list of Agencies established by your administrator.
STEP 15: Choose the KPI category between Efficiency, Effectiveness, and Workload.
STEP 16: Choose the time frame of either lead or lag that is best suited to your KPI.
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STEP 17: Select one of three input types;
Input: indicators of whatever the organisation uses to produce outputs.
Outcome: indicators of the results achieved from the services provided.
Output: indicators of service, quality, timeliness, and cost in management and delivery of services
STEP 18: Select a KPI Type. Selection must be made very carefully as it cannot be changed after the record has been saved. The options are Normal, Trend or Calculated. The latter option is an optional feature which can be activated by CAMMS if requested as part of your Scoping Day. Similarly, make a selection between Single and Rollup from the choices below. For more information on how each of these selections determines your KPI's functionality and graphing mechanisms refer the relevant topics below:
Rollup KPIs
Trend KPIs
Calculated KPIs
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