- 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
Reporting Groups
The reporting groups mechanism allows groups of users (both Officers and Members) to all see a shared view of selected performance data. Any number of reporting groups can be created and a user can be a member of any number of reporting groups (even it that user only has member user type access rights). A reporting group may be associated with one or more items in the organisation's strategy map and organisation chart. The reporting group will then show in the group reports section of the report tab but only for those users who had that group report option checked in their user edit window (see user help and example group report).
Steps to Set up Reporting Groups.
Note: the Escendency system does not come with a set of default reporting groups as these are always likely to be organisation specific.
Step 1. Create or Edit Reporting Group.
Reporting Group module is accessed from the button. Click on the Reporting Groups option to display a list (if any) of the reporting groups (figure 1).
Note: this list of groups are an example only - it is up to individual organisations to set up their own reporting groups as needed.
Click "Add" to add a new reporting group, or click an existing user group pencil icon to view/edit it. Either action brings up the Reporting Group page:
Step 2. Add Components to the Reporting Group
Performance targets and/or organisation items can be linked to the reporting group.
Clicking on 'Associated Performance Indicators' selects a view of the organisation's entire Strategy Map with checkboxes next to all the strategy map items. Scroll down to the area of the strategy map that the reporting group is to be associated with and check all relevant boxes, then click 'Select Strategy map item(s)' (figure 3).
Note: only strategy map items with targets directly associated with them will display in the group report, e.g. in the example in figure 3 just ticking '5. Health and Well Being' will not display any performance targets attached to 5.1, 5.2 etc (this behaviour is scheduled to change in upcoming releases (JUDI 598)).
Back in the reporting group edit window, clicking on the 'Associated Organisation' will bring up a view of the organisation's entire organisation task:
Click on the relevant components of the organisation chart (if any) and then click 'Add Organisation item(s)'. Back in the reporting group edit window select 'Save' or 'Cancel' to save or cancel the changes and return to the list of records. Those parts of the organisation that are checked will show in the Group Report: Organisation Overview.
Step 3. Add User to the Reporting Group.
From the button go to the User module and edit the user/s to add to the new reporting group. In user edit page, scroll down to the Reporting Group Membership list and check the relevant reporting group:
Repeat for other users to be related to the group. This reporting group will then show on the user's report tab along with the three default group reports of My Strategic Overview, My Organisation Overview and Group Reports: All Groups: