KPI nodes

Obs! Do not forget to confirm your selections by clicking on the button SaveAdd a KPI node

Change a KPI node

Remove text node/KPI node/Activity node

Reporting of measurement data and measurement comments

In a KPI node, values that are associated with a measure are saved. Measures are often used as a way of measuring how well the organization reaches a defined target (text node). In Stratsys, measurements are used to measure something with a certain periodic interval. See Periodicity and deadlines.

A KPI node, has all the elements Textnode have. In addition, the columns where users can report different values at regular intervals. It is common for metrics to be constructed in such a way that users report ex. bleed and target value. Several measures are often set up in a similar way and can be based on Standard KPI.

Users are also able to, for example, Write comments related to the outcome of the period. By the end date, the managers can receive reminders from the system.

Common names of columns that contain KPI nodes are indicators, KPIs, risk, steering KPI, and metrics.

Add a KPI node

To add a new KPI node, you must start from a build view. (If you do not have a build ribbon, you are not authorized to add a new KPI node.) In the build view, click the blue link Add < level name > Below the level and on the line where you want the new KPI node to be located. After you click the button Add < level name >, Opens a window with five tabs: General, connectors, consolidation, definition, and data.

Step by step Guide to creating measures
To make it easier to create, copy, and consolidate measures, we have developed a step-by-step guide where all the settings are in the order in which they are to be performed.

 
Change a KPI node

To change the window, you can access it by hovering over a node and clicking on the change icon that looks like this:

Changing the window has 5-6 different tabs depending on the settings you use in the system.

Note! You can set the view if the user is to be given access to the change window. To do this, click the gear icon in the Toolbelt to the right of the view. Then click the bottom of the column settings and choose here what to do in the view.

Tab: General

Generaltab always contain a name fields, but usually there are one or more description fields, responsibility roles, and/or keyword groups.

Obs! The displayed fields vary depending on the customer and your respective settings for the current Scorecards.

Name
Here you enter the name of the measure. Long names are allowed but it is recommended to keep the name short and add more detailed text in a Decription fields.

Description fields
It is common for measurements to have one or more Decription fields. In these fields, users can write texts that apply to the whole measure and that should not be reported intermittently. It can be a general description of the measure, its measurement method or, for example, its purpose.

Common to all description fields is that they have a name and text field where you can write shorter, plain text. With the question mark, you can see EV. Help texts and the field can be expanded with the Expanderingsknappen that appears under the question mark in the image below.

Responsibility roles
A measure usually contains a responsibility role, but there are also instances where the data is divided between different Responsibility roles. The default responsibility is usually called something like "responsible", but it is entirely up to each customer.

The responsibility Role/responsibility Roles field shows the people who are responsible for the measure. Depending on the rights, you can remove or add managers. The person responsible for the measure should ensure that the mesurment data is reported before each deadline and/or that a comment is written to each period.


You recognize a responsibility role by adding users, or that the field has a responsible person specified, as in the example above.

Keyword groups
As with the description fields and responsibility roles, administrators can add one or more Keyword groups to all the measures that belong to the same scorecard column. Keyword groups are groupings of tags such as Used to filter out or delete the untagged dimensions in views or report parts. The following illustration shows how the keyword group Responsible performer Appears when a new measure is created or opens in Edit mode On the tab General.

To add a keyword, click A. Then select the keyword to associate with the node. You can also search for a keyword by starting typing in the field. After three characters, the system will start giving you suggested keywords that you can choose from.

To add Keyword groups Looks like below, it's set up so that new keywords can be added directly to the measurements.

Obs! Do not forget to click on the button Save when you have made a change.

Connectors

Displays the connections that the KPI node has. If a KPI node has multiple connectors, it means that it is visible in several different places. For example, if you change the node name in one of these places, the change will appear in all locations where the node is attached. Do not forget to click on the button Save When you have made a change.

When you press the Add connector Opens a window for setting up settings in the following areas: scorecard, add Connector, column to place in, Unit, node to connect to, order And Also include.

Obs! Do not forget to confirm your selections by clicking on the button Save

Scorecard

In cases where there is more than one scorecard in the application and the connector rules allow the node where you set the settings to be connected to another scorecard, specify in the drop-down list which scorecard the node will be associated with. In cases where there are no two scorecards between which couplings are allowed, the drop-down list Scorecards In the window.

Column to place in

In cases where there is more than one scorecard in the application and the connector rules allow the node where you set the settings to be connected to another scorecard, enter the drop-down list Column to place in The level of the selected scorecard (indicated in the scorecard) to which the node will be placed.

If there is only one scorecard in the application or it is not allowed to connect between different scorecards, the drop down Column to place in In any case. However, there is only the level at which the node is a selectable option.

Place above

Specifies the location of the node relative to the other nodes associated with the same föräldernod.

Unit

If you want the node where you make settings to be associated with a node that has a different master drive, you must filter the desired node using the Unit.

Node to connect

Here you can see all the nodes that are possible to connect to. Browse the list and select the selected node.

Also include

Depending on the previous settings, there are a maximum of two checkboxes:

Include everything associated with the node -Select to move the entire node's connection chain to the new parent node.

Also include the underlying consolidation chain Select to move the entire node's consolidation chain to the new Parent node.

Once you have made your selection, you confirm by clicking on the button  Save.

Remove text node/KPI node/Activity node

Click the Edit icon

Click on the button Remove In the lower-left corner of the node.

If nothing is associated with the node on the Unit you are in or the underlying Units, a box opens where you can choose whether to unapply or remove the node from all scorecards. If you wish to remove KPI node/Activity node from the scorecard but with the option of being able to select it at a later time, choose to remove the connection otherwise you can remove the KPI node/Activity node permanet by removing it from all the scorecards . Then confirm the deletion by clicking Confirm.

Obs! If there are other nodes attached to the node you are trying to delete, all that is associated with the node will also be deleted.

When you click the button Remove And there are connections in other scorecards on the node that you are removing, you are facing a table with the columns Scorecard, Nodes and connectors to be removed.

In the column Scorecard See which scorecards the node is listed in.

In the column nodes to be deleted You will see how many nodes are associated with the node to be deleted (these nodes are also removed).

In the nodes column where a connector is removed, you'll see how many nodes are associated with the node that will also be affected (these connections will also be taken

Click on the button Confirm

In the section Event history Allows you to learn more about what information is stored during deletion as well as, the ability to recover deleted nodes in the current version.

Reporting of KPI data and measurement comments

There are three methods for reporting measures, Reporting in the tab of the Report in Report window And Reporting directly in the view.