When you are the owner or deputy for a KPI, this will show on My Space > Overview > KPIs tab.
The left hand side will show where you are listed as the owner.
An owner is responsible for adding the actual values for the KPI targets and over-seeing the progress of the Actions linked to this KPI.
The right hand side will show where you are listed as a deputy.
The deputy is nominated to support them by also having access to update the KPI target result values.
You can filter the list of KPIs using the funnel icon.
To the left of the funnel icon you can sort the list by alphabetical order.
For each KPI shown on the top left you will see the KPI Name - Clicking on this will take you to the KPI-List.
Just below this will display the Target value from the Configure Tracker.
On the bottom left you will see the Planned End Date
*This is the end date for the KPI Tracker for that Fiscal Year
The speech bubble icon is for Comments
The paperclip icon is for Documents
Click on an icon to show more.
Click on the 3 spots ... shown on the bottom right of a KPI to see more options:
Edit KPI |
Allows you to edit the name, owner, deputy or description. |
Go to KPI details |
Takes you to Company > KPI-List Screen |
Update Result |
Allows you to see the KPI Targets for the financial year displayed in the drop down on the top right of the screen (before you click this button). Actual Result Values, Comments and Supporting Documents can also be viewed / added from this screen. Click Close if any changes are made. *If the KPI Target is cumulative, rows along the bottom will show Total and Remaining values. |
On the top right of the Overview screen you can Update the Result or expand the view to full screen.