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To configure the performance thresholds:
Navigate to Menu > Administration > Configuration > Action Progress.
Set values for the ‘On Track’ and ‘Off Track’ fields. By default, the following values will be set:
On Track >= 90
Off Track <= 70
Monitor: < 90 and >= 70.
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On Track (green) – Indicates that the % of completion of the Incident Action is on track.
Monitor (amber) – Indicates that the % of completion of the Incident Action requires close monitoring to get the Incident Action back on track.
Off Track (red) – Indicates that the % of completion of the Incident Action is off track.
N/A (grey) – Indicates that the performance of the Incident Action cannot be calculated.
Performance Calculations
Where an Action's status is ‘Completed’, the performance would be always set to ‘On Track’.
Where an Action's status is either ‘Deferred’ or ‘Ongoing’, the performance would be always set to ‘N/A’
Where an Action has the status ‘Not Started’ or ‘In Progress’, the performance will be calculated as below:
Performance = (Percentage Complete / Target Completion %) * 100
Percentage Complete = The actual performance of an Action based on the Percent Complete value added (between 1 – 99). This is added by the user under the ‘% Completion’ field within the Incident Action.
Target Completion % = Target will be calculated considering the Start and End dates with linear progression, whereby, Performance would be 0% on the Start Date and 100% on the End Date.
Target = [(Current System Date - Action Start Date) / (Action End Date - Action Start Date)] * 100%
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