Explore Dashboard functionality and learn about more advanced features of key performance indicators like sharing and cloning.

1. Managing KPIs and
Dashboards (SA04)
System Administrator Track

2. 1. Open Internet Explorer
2. Type into the address bar: www.maintenanceconnection.com
3. Click Log In button
4. Enter the following:
Member ID: SA_CHECKPOINT
Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a
specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT
Wireless Password: CHECKPOINT
Logon Instructions

3. Presenter Names: Marc Ackers and
Adam O’Brien
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. KPI and Dashboard Defined
Dashboard Functionality
KPI Editing
Advanced KPI Features
Agenda

5. What is a KPI?
What is the Dashboard?
KPI and Dashboard Defined

6. Key Performance Indicator (KPI) evaluates
performance on measurements
Examples of use cases:
• Average WO Completion
• Average Response Time
• Mean Time Between Failures
• Count of Overdue WOs / PMs
What is a KPI?

7. Organization and business practice
specific
Create New, Clone, Trend, and Print
SQL knowledge is required
What is a KPI? (cont’d)

8. Special presentation view of KPIs
defined by organization
Displays important information about
KPI:
• Description
• Current value
• Target
• Variance
What is the Dashboard?

9. 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)

10. Accessed from:
• Dashboard Icon on toolbar
• Applications Menu
What is the Dashboard? (cont’d)

11. Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality

12. Group KPIs by common features (such
as Work Orders, Purchasing, etc.)
Create as many KPI Dashboard Groups
as needed
Multiple KPI Dashboard Groups

13. Create new KPI Groups by defining:
• Managed By
• Display Order
• Module ID
• KPI Group Name
• Active?
Multiple KPI Dashboard Groups (cont’d)

14. 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

15. Example of Report selection:
Reports and Charts (cont’d)

16. Example of Chart selection:
Reports and Charts (cont’d)

17. Valuable for analyzing KPI data from
different perspectives
Controls to limit, define, and compare
data
Filter and Compare

18. Filter By and Compare By (multiple
options)
Multiple Selections
Clear All control resets filters
Filter and Compare (cont’d)

19. Options from Action Bar to Create New,
Clone, Refresh, Trend, or Print
Action Bar Options

20. Now let’s practice navigating the
Dashboard to view and compare KPI
details!
View and Compare KPI: Hands-On

21. Select the Dashboard button from the
Action Bar
Select Work Order from the KPI
Dashboard dropdown
View and Compare KPI: Hands-On (cont’d)

22. Locate and select the PM Work Orders
Overdue KPI
Select the Compare tab
View and Compare KPI: Hands-On (cont’d)

23. Select Shop for the Compare by
dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety /
Regulatory
View and Compare KPI: Hands-On (cont’d)

24. KPIs will show for All Shops, Mechanic,
and Safety / Regulatory:
View and Compare KPI: Hands-On (cont’d)

25. You have now successfully completed
accessing the Dashboard and
comparing KPIs!
View and Compare KPI: Hands-On (cont’d)

26. KPI Editing Overview
Edit Window
KPI Queries
KPI Editing

27. Editing is only for advanced users and
MC Staff!
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview

28. Displays fields to adjust:
• KPI Name and Description
• Managed By
• Display Order
Edit Window

29. • Range
• Critical, Alert, and Optimal values
• Default Format
Edit Window (cont’d)

30. Example of Edit Window for Work
Orders Overdue:
Edit Window (cont’d)

31. Store the SQL used to drive the data
displayed
Multiple KPI Queries available for
calculations
KPI Queries

32. Example of KPI Query for Work Orders
Overdue:
KPI Queries (cont’d)

33. Example of advanced multiple KPI
Queries for percentage of non-PM
Follow-Up Work Orders :
KPI Queries (cont’d)

34. Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality

35. 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

36. Track and trend results over time
Trend

37. Measurement dropdown allows users
to select KPI for data to display
Date range must be selected
Trend (cont’d)

38. KPIs that are beneficial to other
organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share

39. Enter a description to inform members
of the benefit or value of KPI
Select the Share KPI button to instantly
share
Share (cont’d)

40. Two KPIs displayed for each Home Page
Summary Tab
KPIs displayed can be modified through
Start Up Preferences
Home Page Summary Tab

41. For access to documentation and tutorials,
reference www.mcuserconnect.com
MC User Connect

42. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Dashboard Overview
Edit, Trend, and Clone KPI
KPIs on Summary Tab
Additional Resources