Create a “Strategic KPI” information type
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Click on the “create qualitative information” button.
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Add a technical name and a display name
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Select the "StrategicKpi" type from the drop-down list.
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determine the unit of this value.
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Determine the range: the lowest value and the highest value accepted. Without restriction, these values will be infinite.
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Determine the initial and target values.
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Select the visibility "for all" (with exceptions)
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Select a section in which the property will be displayed.
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Select the update behavior:
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No validation required: if there is no need to go through a validation cycle to update the piece of information.
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Validation required: if it has been deemed necessary to go through a validation cycle by an approver before effectively updating the information.
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Admin Only: Updates only possible by administrators.
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Add a description that will be visible in the
property section. -
If this property must be filled in when creating an entity, then check the "mandatory" box.
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Click on “submit”.
Edit the strategic KPI parameters
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In the left menu, select "Workspace configuration" and then "Information".
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Click on the "Information" tab.
This module allows you to manage the different information and associated settings.
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Click on the property concerned.
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You can modify the following elements
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the unit of this value.
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the range: the lowest value and the highest value accepted. Without restriction, these values will be infinite.
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Determine the initial and target values.
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Select the visibility "for all" (with exceptions)
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Select a section in which the property will be displayed.
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Select the update behavior: no validation required; validation required from the manager; update only for users.
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Add a description that will be visible in the "
" part of the property. -
If this property must be filled in when creating an entity, then check the "mandatory" box.
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