Modifying KPIs in eQuip

KPI’s can be useful in providing counts of inventory functions based on specific criteria

This article will explain how to modify KPI’s

Navigate to Admin > Manage Application Settings > KPI Definitions

These are the column headings explained

GOAL VALUE – The established goal of the specific KPI as decided by the company

THRESHOLD

KPI QUERY – The SQL query used to extract the desired result.

USER – The user who created the query

DISPLAY TO ALL- This option will determine if the Role permission will be enabled

ROLE- Shows which user roles will be able to see the KPI

KPI TITLE

GOAL VALUE APPROACHES ZERO

REPORT- Will allow a RDLC or Telerek Report to be linked to a KPI

SPREADSHEET REPORTS – Will allow a spreadsheet report to be linked to the KPI

COORDINATED WORKFLOW – To be updated

ASSET TRACKING WORKFLOWS- To be Updated

SCOPE – Specifics to be updated

To edit a KPI Find the desired KPI and click the pencil icon to the right.

To Add a new KPI

Click the Add New Record Button

Enter the appropriate data and click the green check box