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Periodicities and deadlines

Add a periodicity

Change and remove periodicity

Deadlines

Other

Here you can choose which periodicities are available in the tool. A periodicity is used in many places in the tool, for example when filtering in views and reports, and when commenting. Consider this before making changes that can affect large portions of the tool.

 

Here you have the opportunity to control the system's periodicity. You can add, edit, change deadlines, and remove periodicities.

Add a periodicity

Start by clicking Add under periodicitetslistan.

General
Name
Name the periodicity. Ex. Trimester, month, even years, broken years, etc. remember not to give two periodicities the same name!

Short name
The short name can later be used in Ex. views where the actual name would take too much space. The short name will be your own node property.

Periodfrekvens
Select the option Own, a dropdown list is displayed for periods further down the interface. You can also choose Good bye Or Week.

Obs! It is not possible to choose a different period frequency in a periodicity afterwards! Instead, create a new periodicity.

Cycle (number of years)
Determine how many years the periodicity should be.

Obs! It is not possible to change the cycle afterwards! Instead, create a new periodicity.

Forward Filter
You select the number of periods ahead of time that users should have the option to select in dropdown lists in the tool. This includes the lists in reporting and change mode in nodes.

Back-Filter
Select how many periods back in time users should have the option to select in dropdown lists in the tool. This includes the lists in reporting and change mode in nodes.

Start
Set the date on which you want the periodicity cycle to start. Based on this, periods are created both forward and backward in time.

Enabled
Only activated periodicities can be selected in the tool.

Periods
If you as Periodfrekvens selected the option Own allows you to select a list of periods. For example, select Quarter option displays a list of quarters that can then be customized according to their own preferences for name, abbreviation and end date.

Click the Wrench Allows you to change the name, abbreviation, and end date of the period. You can also delete a period by clicking Dust bin To the right of the period. To add an extra period, click on the button Add period.

Obs! If you have once created the periodicity you can not change the end date of the period! The starting date in the first period and the ending date in the last period must be the following days. There must be no gaps during the cycle.


Change a periodicity
Click the Wrench , you will enter the frequency editing mode. More information about the settings can be found here: add a periodicity.

Delete a periodicity

If you remove a periodicity, it remains in the places where it was previously used, but it is deleted from the periodicals list and you have no option to change its settings or re-select it. If you create a new periodicity with the same name, it has no connection to the previous periodicity. The periodicity must be changed in the places it was previously used to listen to the new settings. Please contact your consultant for help with this. To see contacts, click the green question mark in the upper-right corner of the Stratsys.

 

Delete a periodicity
Click the Wrench Before the current periodicity and select Remove.

Deadlines

appears on start Page/Dashboard
Select the number of days before the deadline for reminders to appear on the home page, if you use the reporting table gadget.

Extend the length of the period
Here you set up whether the deadline should be immediately after a period has ended or if the users should have a certain number of days to comment from the end of the period. The deadline can be delayed by a different number of days based on unit level or unit group.

Offset deadline
Select Deadline is after the end of the period You also have the option to set a delay deadline. You can choose whether to apply the offset to all units or only for each organization level or Department groups.

Comment Deadlines
Offsets the deadline on comments for all node types table (goals, measures and activities), which use the current periodicity. This setting has direct effect in views and on the home screen.

Deadlines for KPI data
Gives the user the specified number of Extra days to report KPI data e.g. Outcome, targets, etc. The setting also has an effect for measure comments if you have chosen in the other tab to measure the measurements ' own periodicity.

Obs! A delayed deadline also affects when nodes appear as on the users ' home page. Other settings that affect this can be found under Dashboard.

Reporting deadlines
When new reports are copied or created with the selected periodicity, they will have a delayed deadline according to the values you reported, provided that the report uses the automatic deadline.

Obs! Changes to the delay deadline do not affect already created reports. To update the deadline you will have to reset the deadline under the administration for a report. It is also possible for contributors to adjust the report deadline on the report page by administering deadlines on the report page.

Other

Comment settings
Use measure's own periodicity for measure comments
Here you set up comments for KPI nodes to always have the same periodicity as KPI data. This setting applies to all measure columns in the system. If this option is disabled, the measure's comments will have the same periodicity that governs the model column.

The comment is locked after passed deadline
Comments cannot be written or changed after the deadline has passed.

Allows you to set the measurement reporting deadline by measure
Without this setting, all measurements with the same periodicity deadline are at the same time. The Deadline is then set in the Periodicitetsinställningen and cannot be affected in the individual measure.

With this setting you make it possible to set different measures with the same frequency can have different deadlines. In each measure, the default offset is displayed, but it is also possible to specify a custom offset that is added after the period ends.