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Input target

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Task:

Input target

Who receives it:

Users with the Target control allowed in the security of the indicator.

When:

The next target date is reached. This task will only be generated if:

▪The "Generate target/measurement task?" option is checked when adding the indicator to the scorecard structure.

▪The values are not added through other menus (scorecard structure, execution etc.).

Purpose:

To allow those responsible to report updated targets for the indicator.

 

How to execute this task:

 

1.

In the pending list of records, locate and select the desired indicator.

 

2.

1_auxnmbTo add target values without accessing the scorecard structure, click on the new_meeting_request button on the toolbar.

3.

At this point, the value input screen will be displayed. The way to add values will vary according to the indicator configurations:

 

1.Click on the Approval viewing option;

2.Enter the interval to which you wish to add values in the Start and End fields;

3.Click on the Search button;

4.In the field of the Target column, enter the value of the indicator in the period in question. The value should be entered in the measurement unit associated with the indicator. The number of decimal places available has also been configured in the indicator;

5.If you wish, enter the value of the Accumulated target column;

6.Repeat steps 4 and 5 to add target values to all desired periods.

 

The fields of the columns may not be available if a formula has been configured for its completion.

 

1.Enter the interval to which you wish to add values in the Start and End fields;

2.Click on the Search button;

3.In the field of the Target column, enter the value of the indicator in the period in question. The value should be entered in the measurement unit associated with the indicator. The number of decimal places available has also been configured in the indicator;

4.If you wish, enter the value of the Accumulated target column;

5.Repeat steps 3 and 4 to add target values to all desired periods.

 

1.Click on the Approval viewing option;

2.Click on the Add button;

3.Define the start date and the ID # of the period;

4.Click on the Save button;

5.In the target/measurement input screen, enter the interval to which you wish to add values in the Start and End fields;

6.In the field of the Target column, enter the value of the indicator in the period in question. The value should be entered in the measurement unit associated with the indicator. The number of decimal places available has also been configured in the indicator;

7.If you wish, enter the value of the Accumulated target column.

8.Repeat steps 5 and 6 to add target values to all desired periods.

 

1.Click on the Add button;

2.Define the start date and the ID # of the period;

3.Click on the Save button;

4.In the target/measurement input screen, enter the interval to which you wish to add values in the Start and End fields;

5.In the field of the Target column, enter the value of the indicator in the period in question. The value should be entered in the measurement unit associated with the indicator. The number of decimal places available has also been configured in the indicator;

6.If you wish, enter the value of the Accumulated target column;

7.Repeat steps 5 and 6 to add target values to all desired periods.

 

4.

After entering the desired values, click on the Save option at the top of the screen. After entering the targets for the indicator periods until the current period, the indicator will no longer be shown in the list of pending records.

 

▪According to the permissions of the user who is adding the target, other enabled columns that were not mentioned in this section may be displayed. To view the description of all columns that may be displayed in this screen, see the Management arrowrgrayy Target/Measurement section.

▪If the accumulated target is configured when creating the indicator to be calculated by means of sum or average, at this time, this calculation will be performed.

▪The targets of indicators with configured approval will be available for the responsible parties to perform this operation. See further details on the Target approval section.

▪This operation can also be performed through several SE Performance menus to which the logged user has access. See further details in the Management arrowrgrayy Target/Measurement section.