Defining guidance for data insertion in Qualitative KPI

• What this feature is for
• Defining guidance for data insertion in Qualitative KPI
• Viewing guidance for data insertion in Qualitative KPI

What this feature is for

Defining a guidance allows users responsible for data insertion in a certain Qualitative KPI to have greater understanding and context on how this action should be done.

Also, other users who wish to analyze the result of this Qualitative KPI can use the information present in this field, to better understand what that result represents.

Defining guidance for data insertion in Qualitative KPI

Create a new Qualitative KPI or access the Corporate Performance -> Spreadsheet module and find a Qualitative KPI that you want to define a data insertion guidance.

Access the Properties of this Indicator and locate the field for defining your checklist. Click on the  icon and write the desired guidance.

Viewing guidance for data insertion in Qualitative KPI

After defining an guidance for the desired Qualitative KPI, locate it again in the Spreadsheet.

When you hover over the actual or target fields, the  icon will appear. Click on it and the data insertion screen for this type of KPI will appear.

Note that there is now a field showing the guidance previously defined for this KPI.