KPIs can be allocated to certain areas in the TRACC Platform, to monitor an area’s performance based on the allocated KPIs. KPIs are set up and managed in the Admin Console by the appropriate client Super Admin.
This article consists of three sections:
1. Accessing the KPI menu
2. Adding KPI categories
3. Adding individual KPIs
1. Accessing the KPI menu
Step 1
Click Admin from the main menu.
Step 2
Click KPIs.
2. Adding KPI Categories
Individual KPIs are categorized and are therefore linked to specific KPI categories in the Admin section.
A list of existing KPI categories will appear under the 'KPI Categories' tab. Each KPI category can be managed here when you click on the arrow that expands the KPI category details.
Step 1
Click Add KPI Category.
Step 2
Insert the Category Code.
Step 3
Insert the Category Name.
Step 4
Click Save.
3. Adding individual KPIs
Step 1
Click on the KPIs tab.
Step 2
Click Add KPI.
Note: you are able to search for existing KPIs to manage them and apply a KPI category filter to focus on a specific category.
Step 3
Add a name for the KPI
Step 4
Link the KPI to an existing KPI category by selecting a category from the drop-down menu.
Step 5
Link TRACCs to the KPI.
Step 6
Click Next.
Step 7
Add a Unit of Measure applicable to the KPI. For example, add the word "litres" if you will be monitoring the KPI in the form of litres saved.
Step 8
Add a Unit of Measure Code. If you will be using litres as a unit of measure, you can use the abbreviation of the word litre (ltr), or anything suitable to the organization.
Step 9
Comments may be added if applicable.
Step 10
Click Next.
Step 11
Allocate the KPIs to an area, or various areas, by checking the box for each applicable area. Use the arrow to drill down to areas.
Step 12
Click Next.
Step 13
Click Create KPI.
View the How do I monitor allocated KPIs? article for guidance on how to monitor KPI's and KPI reports in the Platform interface.