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Manager Controls: Key Performance Indicator Maintenance

Key Performance Indicator Maintenance

Key Performance Indicator Maintenance window

Key Performance Indicators are either Lists of data or Graphs that are collected and displayed to users automatically to show them some key piece of relevant information that allows them to make judgements from. They display to users on the Key Performance Indicators window, either as single KPI or as a group of several KPIs together.

Automatic Display Timing

At regular intervals while a user is active in Caliach Vision (similar to checking for Messages) the system checks to see if any KPIs are appropriate for display to the user. The user must be assigned to a KPI or belong to a group that is assigned to a KPI. Then, if the timing is right, the KPIs will be displayed automatically.

KPI Display Time Line example

The timing is controlled by the Starting reference point, the Redisplay frequency and unit and the Display duration and unit. The chart above shows how it works. The Starting reference point is a date/time in the past that acts as a reference date and time (and day) from which the frequency of display is calculated. So in the chart above the Start Reference is, say, a date for a Monday some time in the past. The Redisplay frequency is 1 and the Redisplay unit is Weeks (or it could be 7 and Days, which is the same). The Display duration in the example is 2 and Display units is Days. This means that the KPI will display on a Monday and Tuesday of each week.

Tip TIP: Typically, you can not guarantee that users will see the KPI on a particular day, say every Monday morning, because there may be some weeks where the Monday is a holiday or the user takes the day off. So leaving the Display duration to a reasonable period can ensure that everyone that should sees the KPI, does get a chance to see it. On the other hand, if you give too long a duration repeated displays may annoy users.

In any user session, once the KPI has been displayed, it will not be re-displayed again until after the current working session or the end of the Display duration whichever is the earlier point.

Note NOTE: Key Performance Indicators where possible should have automated data searches so that there is no need for user intervention in selecting the data for them. However, Data View KPIs or Graph KPIs that use Data Views can contain Search Interfaces. If they do, the Search Interface window will open after the KPI window opens. At this point the KPI will not contain data. Only after the user makes their selection and or uses ScratchPad Transfer will the KPI be redrawn to show the data. This may be confusing to the user, so care should be taken with the use of KPIs with Search Interfaces.

Field

Description

KPI List

List of Key Performance Indicators.

Identifier

Key Performance Indicators. Unique Id number from MCNKPI. {KPIFILE.KPIID number Idx}

Type

Select from the dropdown list the KPI types. Key Performance Indicators. Type of display object (GRA = Graph 2, DVI = List with Data View) {KPIFILE.KPITYPE char 3}.

Name

Select from the dropdown list the name of the object you want to use. Either a Data View which will display as a list, or a Grahp 2 design. Key Performance Indicators. Name of Graph 2 or Data View {KPIFILE.KPINAME char 35}.

Start reference point

Key Performance Indicators. Start date/time reference point. {KPIFILE.KPISTAR date datetime}

Redisplay frequency

Key Performance Indicators. The number of frequency units that make up the time period frequency (e.g. 10 days or 2 weeks). {KPIFILE.KPIFREQ integer shortint}

Redisplay frequency units

Key Performance Indicators. Time period units of freqency of redisplay (date-part constant, 1=kYear, etc)). {KPIFILE.KPIFREU integer shortint}

Display duration

Key Performance Indicators. Time periods of display (date part constant, 1=kYear, etc). {KPIFILE.KPIDIST integer shortint}

Display duration units

Key Performance Indicators. Time units of period of display (date part constant, 1=kYear, etc). {KPIFILE.KPIDISU integer shortint}

Display format style

Key Performance Indicators. Display format style (0=Fill full space, 1=Fill width respect aspect ratio, 2=Fill height respect aspect ratio, 3=Absolute size, 4=Absolute width fill height, 5=Absolute height fill width, 6=Show in it’s own window). {KPIFILE.KPIFORM integer shortint}

Tip TIP: Normally the collection of displayable KPIs are all displayed in a single window, distributed according to the rules here. However, the Show In It’s Own Window setting tells the system to open an exclusive window for the KPI alone in the dimensions of width and height set for it below.

Width

Key Performance Indicators. Width in pixels or relative to height. {KPIFILE.KPIWIDT integer}

Height

Key Performance Indicators. Height in pixels or relative to width. {KPIFILE.KPIHEIG integer}

Window or space title

Key Performance Indicators. Display window or space title for the KPI. {KPIFILE.KPITITL char 60}

This text is placed above the KPI to give it a recognisable title when multiple KPIs are displayed on a single.Key Performance Indicators window. However, if the Display format is set to Show In It’s Own Window the full window space is available for the Graph or List and the window title shows this title text.

For Graphs this title may not be needed, as Graphs typically have titles as part of the graph itself, so you can leave this blank but only if the Display format style is NOT set to Show In It’s Own Window, as then it is needed for the window title.

Design notes

Key Performance Indicators. Design notes. {KPIFILE.KPINOTE char 10000}

List of Users

List of Users that can log on. Select those you want the KPI to be seen by.

List of Groups

List of Groups. Select those you want the KPI to be seen by.

Button

Action

List My KPIs

Click to list the KPIs that I have access to.

List All KPIs

Click to list all the KPIs in the datafile.

Export

Export selected KPIs, user and group permissions, related graphs and data views (and also those referenced by the graphs). Saved to a .kpi database.

Import

Import from previously exported KPIs. Inserts data or updates it in KPIs, user and group permissions, related graphs and data views. Imported from a .kpi database.

Plus U/G

Check to also import User and Group assignements when they exist in the current data AND also your User Id will be assigned. Otherwise new KPIs will be unassigned. Updated KPIs will not have existing assignments removed, but if checked they could be added too.

Add KPI

Click to add a further KPI record.

Delete Selected KPI

Click to delete the selected KPI record.

Test Selected KPI

Click to test the currently selected KPI.

Revert

To revert any changes to the previously saved version.

Save

To save the changes you have made to the data file.

See also: –

Compiled in Program Version 5.10. Help data last modified 23 Feb 2016 11:24:00.00. Class wKpiMaint last modified 10 Oct 2017 11:48:18.

Updated on May 27, 2020

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