Quick KPI Update

This is one of the methods to update your KPI and related performance progress.

STEP 1: To update KPI progress comments or performance data, select as many KPIs as you want to update by ticking the boxes next to each KPI. If you want to update all the visible KPIs use the Select All button.

STEP 2: Once all the KPIs that you want to update are selected, click the 'KPI Quick Update' button which will take you to the KPI Quick Update page.

If you select multiple KPIs to update, they will be ordered by how frequently they need updating. This means that KPIs reported on Annually will be listed first; bi-annual KPIs will be next, Quarterly and Monthly will follow and so on.

Component	Description
Actual	Enter the Actual value for the relevant periods.
Target	Displays the associated target value. Read only field.
Variance	Displays the associated variance value, Read only field.
Traffic Lights	Displays the associated traffic light.
Comments (Text box / Pop up)	Enter relevant progress comments for the relevant periods. Enter comments in either the text box or click on the small button available to enter comments in a pop up screen.

The visibility of some fields can be controlled by the Administrator from within the 'KPI Quick Update Settings' area.

STEP 3: Enter the actual in the relevant text box.

STEP 4: Specify the comment for the relevant period in the comment field.

If you have KPI integration you will not be able to modify the actuals that are displayed as they will automatically populate, however you can provide the comment.

If no target has been set for a KPI, actuals and progress comments cannot be entered.

STEP 5: Click the 'Save' icon to save entered details.

Last revised: November 26, 2017