- 1INTRODUCTION
- 2SETTING UP A NEW SYSTEM
- 2.1The Organisation Structure
- 2.2Users
- 2.2.1Creating, Editing and Deleting Users
- 2.2.2Supporting Data
- 2.2.2.1Access Levels and User Groups
- 2.2.2.2Reporting Group
- 2.3The Strategy Map
- 2.3.1Overview - Flat and Complex Models
- 2.3.2Creating, Editing And Deleting Strategy Map Items
- 2.3.3Strategy Item Types
- 2.3.4StrategyMap Performance Target items
- 2.3.5Strategic Contributions
- 2.3.5.1Normalising Strategic Contributions
- 2.3.5.2Flat Strategy Map
- 2.3.6 Strategy Map Tags
- 2.3.6.1Overview
- 2.3.6.2Setting up data tags
- 2.3.6.3Attaching data tags to performance targets
- 2.3.6.4Reporting data tags
- 2.4Performance Indicators
- 2.4.1Overview
- 2.4.2Performance Indicator List
- 2.4.3Creating, editing and deleting Performance Indicators
- 2.4.4Perspectives and Indicator Types
- 2.4.5Performance Indicators Set Up Considerations
- 2.4.6Supporting data
- 2.4.6.1Performance Indicator Categories
- 2.4.6.2Performance Indicator Types
- 2.4.6.3Scorecard Perspectives
- 2.4.6.3.1How to use Perspectives
- 2.4.6.4Scorecard Perspective Categories
- 2.4.6.4.1How to use Perspective Categories
- 2.4.6.4Units of Measure
- 2.4.6.5Time Intervals
- 2.5Equation Builder
- 2.5.1Creating, Editing, Deleting Equations
- 2.5.1.1Measurements
- 2.5.1.2Parameters
- 2.5.1.3Equations
- 2.5.1.4Example Equation
- 2.5.1.5Attaching Equations to Performance Indicators
- 2.5.1.6Using Performance Indicators in an Equation
- 2.5.1.7Equation measurement workflow
- 2.5.1Creating, Editing, Deleting Equations
- 3PERFORMANCE TARGETS
- 3.1Overview
- 3.2Rules Governing Performance Targets
- 3.3Target Setup: Add/View Targets
- 3.4Target Setup: Target Creation Wizard
- 3.5Entering Target Measurements, Validation and Reporting
- 3.6Editing target fields and related objects
- 3.6.1Edit target fields
- 3.6.2Edit target measurements
- 3.6.3Edit target comments
- 3.6.4Edit target delegation
- 3.7Add/View Responsibility
- 3.8Editing target value for more than one measurer
- 3.9Ending targets
- 3.10TargetExport and Import
- 3.11Exporting Target Data
- 3.12Importing Performance Data (from Measurement Entry window)
- 4ACTION PLANNING
- 5ASSESSMENTS
- 6THE CONTROL PANEL
- 6.1Header Buttons
- 6.2Control Panel tabs: Overview
- 6.3Control Panel display
- 6.4Control Panel tabs
- 6.4.1Dashboard Tab
- 6.4.2Task Tab
- 6.4.2.1Measurement Tasks
- 6.4.2.2Validation Tasks
- 6.4.2.3Action Plan Tasks
- 6.4.3.4Assessment Tasks
- 6.4.3.5Measurement Planner
- 6.4.3Performance Targets Tab
- 6.4.4Reports Tab
- 6.4.5Staff and All Users Tab
- 6.4.6Action Plan Tab
- 7REPORTS
- 8SYSTEM MAINTENANCE
- 9HELP AND SUPPORT
Exporting Performance Data
From either the Export Target Data module, accessed from the button, or from the Peformance Indicator List report (clicking on the icon in the performance target lists) it is possible to export one or more targets and all their associated measurements into a spread sheet format. Completed spread sheets can then be re-imported into the system using the Import Data function in the Measurement Entry window. This is particularly useful for remote measurements of performance targets (for example field work) where web access is not readily available.
Exported data can also be easily manipulated into reports in Excel and/or Word (for example in Excel charts) thereby further extending the functionality of Escendency's reporting system.
Export Target Data Module: List of targets
Clicking on the Export Target Data module, accessed from the button, produces a list of targets that can be selected to export:
Note: This list page behaves like other list pages in the Escendency
system.
Export Target Data module: Export Performance Target data
Selecting the icon for a given target enables a choice of data format to be selected for saving to the client PC (or other location on the organisation's network).
After selecting the format for the exported report, there will be a prompt for the file's save location:
The performance target and all its associated data will now be saved as an Excel spreadsheet. From here it could be charted with other performance indicator spreadsheets downloaded using the export module:
Importing Performance Data (from Measurement Entry window)
Spreadsheets exported using the export functions above or saved on the network, for example by a field worker returning to the office, can be re-imported to the system during measurement entry.
Note: field data spreadsheets must be in the same format as exported target data (i.e. have identical column headings to the exported data) for successful import.
Users with performance indicator measurement tasks in their task window have the option of using a measurement import function located in the measurement entry window (the measurement entry window is accessed when users click on a measurement task - see Measurement Entry help and Control Panel: Tasks help for more information on entering measurements and responding to tasks):
After clicking on the Import Data tab of the measurement entry window the relevant file can be located by clicking on the 'Browse' button:
Clicking 'Open' then imports the file into the measurement entry data import tab. In this example the first value for 01 May 2006 is not validated because a value already exists in the database for that month:
Selecting 'Confirming & Import' will update the target database with the measurment inputter's user id so they do not have to manually enter in the measurements. This is clearly a useful function if measurements have been made out in the field over the performance target's duration, especially if there are a large number of measurements.