Who is this article for?

Users who want to set up or manage Performance Indicators.

PI_Createor higher permissions are required.

Performance Indicators (PIs) help calculate and report on performance data within your organisation. They can also be used in other modules. This article will show you how to manage them.

In this article:

1. PIs list
2. Creating a PI
3. Editing a PI
4. Duplicating a PI
5. Deactivating a PI
6. Deleting a PI
7. Further reading

1. PIs list

To access PIs:

1. Open the Go To... menu.
2. Hover over 'PIs'.
3. Select 'Search' (under 'Find PIs').

You will be taken to a searchable list of all PIs active on your system.

2. Creating a PI

To create a PI:

1. Open the PIs list.
2. Click 'Performance Indicators▼'.
3. Select 'New PI'.

This will take you to a new page where you can fill in the details for your PI.

• Code & Title - Mandatory section containing the general information for the indicator.
• PI Settings - Set the dates and format for the indicator.
• Collection Settings - Adjust the collection settings if needed.
• Advanced - Select a 'Data Type', convert to a 'Data Only' type, or format the indicator.
• Formula - Add a formula to use data from other indicators to calculate the data for this indicator.

Once you click 'Save', you will be taken to the notebook for the PI you created.

3. Editing a PI

To edit general information:

1. Open the PIs list.
2. Select the hyperlinked name of the PI you want to modify.
3. Click 'PI Name▼'.
4. Choose 'Edit'.
   Edit the Code, Title, Type, and Description in the pop-up.
5. Click 'Save & Close'.

To edit settings:

1. Open the PIs list.
2. Select the hyperlinked name of the PI you want to modify.
3. Click 'PI Name▼'.
4. Choose 'Edit Settings'.
   You will be taken to the PI creation page.
5. Adjust the settings you need.
6. Click 'Save'.

4. Duplicating a PI

To duplicate a PI with the same settings as another:

1. Open the PIs list.
2. Right-click the PI you want to copy.
3. Select 'Duplicate'.
   You will be asked to enter a Code and Short Name for the new PI.
4. Click 'Save & Close'.

5. Deactivating a PI

To deactivate a PI:

1. Open the PIs list.
2. Right-click the PI you want to disable.
3. Select 'Deactivate'.
   You will be asked to confirm the choice.
4. Click 'Deactivate'.

Deactivated PIs will still appear in the list if the 'Show Inactive PIs' filter is ticked under 'Refine your search'.

To reactivate an item, follow the steps above and select 'Reactivate' from the menu.

5.1. Deactivating PI in Bulk

You can deactivate multiple PI items at the same time. Here are the steps to help you do this:

1. Open the Go To... menu.
2. Hover over 'PIs'.
3. Select 'Search'.
4. Hold down the Ctrl key on your keyboard and select the PIs you want to deactivate.
5. Right-click and choose Deactivate.

6. Deleting a PI

To delete a PI:

1. Open the PIs list.
2. Right-click the PI you want to remove.
3. Select 'Delete'.
   You will be asked to confirm that you want to go ahead.
4. Click 'Delete'.

7. Further reading

• Accessing and using the PIs updates screen
• Searching for Performance Indicators
• Formatting data types for Performance Indicators