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How do I apply KPIs to an area?

  • Updated

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 four sections:

1. Accessing the KPI menu
2. Adding KPI categories
3. Adding individual KPIs
4. How to monitor the allocated KPIs

 

Accessing the KPI menu

Step 1

Click Admin from the main menu.

Step 2

Click on the burger icon to expand the Admin menu.

Step 3

Click KPIs.

 

Add 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.

 

Add 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.

 

How to monitor the allocated KPIs

Step 1

Navigate to the area where you want to view the KPI data.

Step 2

Click the drop-down arrow next to Reporting.

Step 3

Click KPIs.

Any KPIs allocated to the selected area will be displayed in the KPIs page. On the KPIs page you can:

  1. Add KPI values per allocated KPI
  2. Export the KPI values
  3. Insert a date range to view specific KPI data
  4. View the KPI dates (this is updated according to when the last KPI value was inserted). If you insert a KPI value today, it will reflect today's date.
  5. KPI name
  6. Current value – will consider the latest KPI value inserted for the latest date.
  7. UOM (unit of measure)
  8. Trend
  9. KPI value history

The chart under the trend column is clickable so that you’re able to view the trends in more detail.

  1. The chart allows you to view KPI progress alongside related TRACC maturity.
  2. It will indicate the historical trend of the KPI values captured overtime. Hovering over the KPI value line will indicate the KPI values at a given date.

3. The chart will also list all assessments/TRACCs in place that are linked to a specific KPI. 

4.  If you hover over the assessment lines in the chart, it will indicate the verified maturity of the practice at a given time.

5. The KPI data can be exported into an Excel spreadsheet.

 

Note:

  • if you have linked TRACCs to a specific KPI and it does not list them in the chart, this means that there are no assessments in place for that practice. An assessment will have to be created in that area.
  • if you notice that there are assessments listed, but it no data is displayed in the chart, this could mean that there is no activity for those assessments for the given time frame. Try adjusting the search date range.

 

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