This document provides an overview of key performance indicators (KPIs) and dashboards in MC University's asset management software. It defines KPIs as measurements that evaluate performance and gives examples like work order completion times. Dashboards are described as presenting organized views of important KPI information. The document outlines functionality for editing KPIs and queries, creating dashboard groups, running reports from dashboards, filtering KPI data, and advanced features like cloning KPIs and sharing them with other organizations.
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Examples of use cases:
• Average WO Completion
• Average Response Time
• Mean Time Between Failures
• Count of Overdue WOs / PMs
What is a KPI? (cont’d)
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Organization and business practice
specific
Create New, Clone, Trend, and Print
SQL knowledge is required
What is a KPI? (cont’d)
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Displays important information about
KPI:
• Description
• Current value
• Target
• Variance
What is the Dashboard? (cont’d)
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Use Dashboard to:
• Group like KPIs
• Specify display order
• Determine thresholds and graphic format
• Determine which KPIs to trend
What is the Dashboard? (cont’d)
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Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
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Group KPIs by common features (such
as Work Orders, Purchasing, etc.)
Create as many KPI Dashboard Groups
as needed
Multiple KPI Dashboard Groups
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Create new KPI Groups by defining:
• Managed By
• Display Order
• Module ID
• KPI Group Name
• Active?
Multiple KPI Dashboard Groups (cont’d)
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Reports and Charts can be run from
Dashboard
Easy navigation via tabs
Reports and charts are listed in left-
hand column for selection to display
Reports and Charts
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Editing is only for advanced users and
MC Staff!
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
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Feature will copy existing KPI to use as
starting point for new KPI
Clone KPI Dialog requires:
• Selection of KPI to Clone
• New KPI name
• Group to place new KPI
Clone
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KPIs that are beneficial to other
organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
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Enter a description to inform members
of the benefit or value of KPI
Select the Share KPI button to instantly
share
Share (cont’d)
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Two KPIs displayed for each Home Page
Summary Tab
KPIs displayed can be modified through
Start Up Preferences
Home Page Summary Tab