• 1INTRODUCTION
• 2SETTING UP A NEW SYSTEM
  • 2.1The Organisation Structure
    • 2.1.1Creating, Editing and Deleting Organisation Chart Items/Adding Posts
    • 2.2Users
      • 2.2.1Creating, Editing and Deleting Users
        • 2.2.1.1How To Fill in a User Edit Page
      • 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
        • 2.3.4.1Nesting measurable strategy map 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
        • 2.4.3.1Performance Indicator Edit Fields
      • 2.4.4Perspectives and Indicator Types
      • 2.4.5Performance Indicators Set Up Considerations
        • 2.4.5.1Averaging Percentage Problem
        • 2.4.5.2Changing Indicator Intervals and Past Target Reporting Problem
      • 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
  • 3PERFORMANCE TARGETS
    • 3.1Overview
    • 3.2Rules Governing Performance Targets
    • 3.3Target Setup: Add/View Targets
    • 3.4Target Setup: Target Creation Wizard
      • 3.4.1Step 1: Identify Indicator and Dates
      • 3.4.2Step 2: Set Target Fields
        • 3.4.2.1Target Start Value Examples
      • 3.4.3Step 3: Identify Oversight Responsibility
      • 3.4.4Step 4: Target Title
      • 3.4.5Step 5 and 6: Assign Measurement Responsibility and Save Target
    • 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
      • 3.7.1Description of responsible posts
      • 3.7.2Changing measurement 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
    • 4.1Overview
    • 4.2Creating an Action Plan
      • 4.2.1Create Action Plan Header
        • 4.2.1.1Create Action Plan fields
      • 4.2.2Adding Additional Information
      • 4.2.3Creating Nested Action Plans:
        • 4.2.3.1Action Plan Hierarchy
        • 4.2.3.2Strategy Map and Organisation Chart Hierarchy
    • 4.3Adding Action Plan Tasks
    • 4.4Editing Action Plans
    • 4.5Action Plan Work Flow
    • 4.6Action Plan Reporting: The Action Plan List and Summary Report
  • 5ASSESSMENTS
    • 5.1How to use the Assessment Module
      • 5.1.1Step 1. Create Assessment categories
      • 5.1.2
      • Step 2. Create Assessment Types
      • 5.1.3Step 3. Create Assessment Types
      • 5.1.4Step 4. Performing Assessments
      • 5.1.5Step 5. Reporting Assessments
  • 6THE CONTROL PANEL
    • 6.1Header Buttons
    • 6.2Control Panel tabs: Overview
      • 6.2.1Customising the Tab Display
    • 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
    • 7.1Performance Target Reports
      • 7.1.1Performance Target Summary Report
      • 7.1.2Performance Target History Report
      • 7.1.3Performance Indicator Status report
    • 7.2Action Plan Reports
    • 7.3Assessment Reports
    • 7.4Corporate Reports
      • 7.4.1Corporate Performance Overview
      • 7.4.2Corporate Performance Explorer
      • 7.4.3Corporate Performance Plan
      • 7.4.4Organisation Performance Overview report
      • 7.4.5Scorecard View (Perspectives) and by Categories report
      • 7.4.6Search Strategy Map by Tag Value
    • 7.5Group Reports: All Groups / Individual Groups report
    • 7.6Administrative Reports
      • 7.6.1Overdue Measurement Tasks
      • 7.6.2Overdue Validation Tasks
      • 7.6.3Measurement Tasks Due Today
      • 7.6.4Performance Indicator Definitions
      • 7.6.5Performance Indicator Audit Trails
      • 7.6.6System Log Reports
      • 7.6.7Unmeasured Target Report
  • 8SYSTEM MAINTENANCE
    • 8.1Recalculate Reports
    • 8.2Recalculate Targets
    • 8.3Send Message
  • 9HELP AND SUPPORT
    • 9.1Online Help
      • 9.1.2Glossary
    • 9.2Online Ticketing support (Escendency Helpdesk)
      • 9.2.1Setting up a user account
      • 9.2.2Using the Helpdesk ticketing system
    • 9.3Joint User Development Interface (JUDI)
    • 9.4Telephone support

The performance category list operates like other list pages in the Escendency system.