How to create KPI's in eQuip.

Creating A KPI (Key Performance Indicator) 

• On the eQuip dashboard, go to ADMIN > Manage ApplicationSettings > KPI Definitions. 
• This brings you to the KPI Definitions configuration screen. 

• • To create a new KPI, choose Add new record.   
    

• To edit an existing KPI, choose the pencil icon to the right of the KPI in the list. 
  

• Enter values for the for the following: 

• • Goal Value – the number that represents your final goal 
  • Threshold – the number that represents the threshold number that you are aiming for 
  • KPI Query – the query that will populate the values for your KPI 

• • • Choose Test KPI to make sure the KPI is valid 

• Check the box for Display To All if anyone should be able to view the KPI 
  

• If only users with certain roles should have access to view the KPIs, do not check the box. 

• • Instead of checking the box, check the box(s) for the appropriate role(s) from the Role dropdown. 
    

• Enter a KPI Title. 
• Check the box for Goal Value approaches 0 if it is appropriate for your KPI. 
• For the Report dropdown, choose the report that you want a link to appear for in the KPI (if appropriate). 

• • For this example, choose All Audited Assets. 
    

• • Once this choice is saved, the link to access the All Audited Assets report will appear under the KPI title on the eQuip dashboard. 
    

• For the Spreadsheet Reports dropdown, choose the spreadsheet report that you want a link to appear for in the KPI (if appropriate). 
• For the Coordinated Workflows dropdown choose the coordinated workflow that you want a link to appear for in the KPI (if appropriate). 

• For the Asset Tracking Workflows dropdown choose the asset tracking workflow that you want a link to appear for in the KPI (if appropriate). 
• Check the User Scope box if you want the KPI values to be filtered according to the user scope of the logged in user. 

• This will also require that the KPI Query includes the User ID 

• Choose the green check mark in the lower left-hand corner of the box when you are done entering values to save the KPI. 
  

• If everything was entered correctly, the KPI will display the correct values on the eQuip dashboard. 

• • The values will update every ten minutes. 
  • If your goal has been met or exceeded, the status will be green. 
  • If the value is below the goal, the status will be yellow. 

• • If the value reflects a failure to meet the goal, the status will be red.