My Workspace

My Performance page is one of the homepage options available and it's one of the easiest ways to view your performance in terms of actions and KPIs in a graphical presentation. This displays the data that belongs to the current reporting year only. This area can be accessed either from mega menu workspace area or side bar.

Two donut chart are used to represent data relevant to your Action Performance and KPI Performance.

Action performance will display the current performance based on last closed period targets. KPI performance (YTD) will display the last closed period's performance.

There are 3 main tabs of this interface:

1. My Performance

2. My Key Indicators

3. My Key Actions

My Performance

Two donut charts would be displayed highlighting the performance of actions and KPIs belong to a particular responsible officer. Once you click on a coloured chart portion, an extended screen will be appeared beneath the screen depicting further information of actions/KPIs.

Following information is displayed against "My Action Performance" detailed view:

• Action name
• Start date
• End date
• Service Profile - refers to the Service Profile which the action is linked to
• Business Unit - refers to the Business Unit which the Service Profile is linked to
• Responsible person
• Last updated date - refers to the last updated date of action
• Progress
• Action performance
• Budget performance
• Email - clicking on this icon enables you to send an email based on a action update  
• Comment - refers to the action progress comment
  

Following information is displayed against "My KPI Performance" detailed view:

• Title
• Unit of measurement
• YTD (for the last closed period)
• • Target
  • Actual
  • Trend
  • Performance
• Period (for the current period)
• • Target
  • Actual
  • Trend
  • Performance
• Email - clicking on this icon enables you to send an email based on a KPI update.  
  

My Key Indicators

A particular user can flag most critical KPIs from the list of KPIs which he/she is responsible for. Those KPI information would be illustrated via graphs against the period dimension. Actuals and Targets would be depicted against current fiscal year. A widget has following information regarding a KPI:

• KPI Name
• Performance of the current period
• Actual/Target trend lines

Using  'Widget Settings' area, you can select (simply drag & drop) the key indicators from the list of all KPIs.

My Key Actions

A particular user can flag most critical actions from the list of KPIs which he/she is responsible for. Those action information would be illustrated via a grid; following information is depicted:

• Action Name
• Start Date
• End Date
• Last Update
• Business Unit
• Performance (last closed period)
• Progress Comment
  

Using  'Widget Settings' area, you can select (simply drag & drop) the key actions from the list of all actions.

Key Action Views

There are two views that end user can see the selected key actions:

• Grid View - Display actions using a grid view. This is the default view.
  
  
  
  
• Kanban View - actions would be displayed using a column-like graphical interface grouped by action status.
  
  

Kanban view further provides a detailed action and task view which is non-editable.

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Last revised: November 26, 2017