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Field

Description

Title

KPI Title. A superscript is displayed here to indicate the type of KPI.

  • T for Trend

  • R for Rollup

  • C for Calculated

According to the settings configured by your Administrator, the title hyperlink will be enabled or disabled. When enabled, the relevant record will be opened in a new tab or in a new window.

Tags

Tags added to the KPI are indicated below the KPI title.

Info

Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here.

Comments

The latest KPI progress comment is displayed here. You can edit the comment if required.

Period

Assessment period for each KPI will be displayed here.  

Actual

The latest Actual value is displayed here. Actual's can be updated here if required.

Info

NoteThe Actual of a calculated KPI will be automatically calculated from the actual of its sub-KPIs based on the formula that has been entered in the KPI > Sub KPI tab.

Target

Target set for a KPI to assess its performance is shown here. This field is non-editable.  A target must be set in order to update via the quick update page (excluding Trend KPIs that don't have targets).

Trend Arrows

Displays the trend of the KPI. Trend is determined by comparing the Performance from the current period to the Performance of the previous period.

Info

Note: Trend arrow will not be displayed for Trend KPIs as it has no Target set to calculate performance.

KPI Trend arrow also can be based on the actual value. In order to enable this, your Camms.Strategy® administrator needs to enable KPI trend to be based on Actual value from the Settings page.

Traffic lights

Displays the YTD progress of the KPI. This behavior can be toggled by your Administrator to display the traffic lights based on the KPI period performance.

Action progress traffic light will display the following indications based on the Action Progress Threshold configured within the configuration area.

On Track -

Image RemovedImage Added

Monitor -

Off Track -

Chart

Expands the update area of the relevant KPI and displays the chart tab*.

Responsible Officer

A Responsible Officer can be selected for the KPI.

Info

Note: If a staff assigned for the KPI is inactive, an inactive suffix will appear next to staff name.

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Following filters are available;

Filter

Description

Search

A text box that allows you to perform a keyword search on KPI's you are responsible for.

Tags

Drop-down list of Tags (configured through Tag Configuration). By Selecting a Tag, you will be provided with a list of KPIs that tagged with the chosen tag.  The default action is “Show all”.

Info

Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here.

Hierarchy

Drop-down list that shows all hierarchies including any custom hierarchies. Selecting a hierarchy would allow you to further filter records up to a hierarchy node.

Hierarchy Level

Drop-down list that shows all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level would allow you to further filter records up to a hierarchy node.

Hierarchy Node

Drop-down list that shows all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your KPI's that are linked to the particular node.

Stakeholder

Drop-down list that shows all stakeholders available within the system. By Selecting a Stakeholder you will be provided with a list of KPIs that is linked to the chosen Stakeholder.

Last Progress Update

Choose from a Drop-down list that filters the KPI per the last Progress Update. Now the search would be filtered based on the selected last Progress Update.

Related Plans

Drop-down list of Related Plans that could be linked to a KPI is provided. By Selecting a Related Plan you will be provided with a list of KPIs that is linked to the chosen Related Plan.

KPI Performance

Drop-down list of KPI Performance options. By Selecting a performance (On Track/Monitor/Off Track) you will filter your search for KPIs in the selected Performance.

Hide inactive

Ticking this box excludes all inactive KPIs from the list. Ticked by default.

Hide Archived

Ticking this box excludes all archived KPIs from the list. Ticked by default.

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