Show Index

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

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