A downloadable Excel import template is available at the bottom of the page.
Rules. (Required fields are marked with a Red background colour)
| Field Name | Description | Rules | Exception Handling | Values to be placed | Default Values | Mandatory (Y / N) | Field Type |
| Code | This is a code that will be generated and used to tie up the KPI to the KPI Tracking information. | 30 characters for codes, alphanumeric. Codes can be alphanumeric. 30 characters with a hyphen. That is all. | The KPI must have a name. If the name is not captured during import the KPI will not be imported. | This will be determined by the users and the codes they associate with the KPI. All codes will be unique. | The system will default to the first entry within the lookup. | Y | Variable Character (30) |
| Name | This is a description of the field. | Can contain alphanumeric characters | The KPI must have a name. If the name is not captured during import the KPI will not be imported. | N/A | N/A | Y | Variable Character (200) |
| Description | This is a description of the KPI within the repository. | Can contain alphanumeric characters | The description for the KPI does not have to be captured for import to occur. | N/A | N/A | N | Variable Character (1000) |
| Baseline | This is the baseline value of the KPI. | Must be a figure, with two decimal places. | If the field captured does not meet the numeric values, the KPI can be imported. | Any numeric value. | 0 | Numeric | |
| BaselineStartDate | This is the date the baseline track started for the KPI. | Calendar date, which states when the baseline tracking of the KPI started | A date must be selected. If a date is not selected then the date of the import will be selected as the default date. | Any date. | Date of import | N | Date time (YYYY-MM-DD) |
| BaselineEndDate | This is the date the baseline tracking Ended for the KPI. | Calendar date, which states when the baseline tracking of the KPI started | Any date. | Date of import | N | Date time (YYYY-MM-DD) | |
| UnitofMeasure | Must be a valid value from the Units on the system. (NB: Displayed values will be affected by the specified display factor) | The list will consist of the following units of measure: $, $ per month, %, $/t, BCM, BCM/m, g per ton, g/t, hrs., hrs./day, kg per day, kg/t, km, Litres, litres/hr., Metres, Minutes, Number, Number/day, Oz/day, ppm, RL, t, t/day, t/hr., t/op hour. | A unit of measure must be selected. If not UoM is selected a default UoM of the $ sign will be selected for the KPI. | This will be determined by the users and the codes they associate with the UoM. All codes will be unique. | N/A | Y | Variable Character |
| ExpectedTrend | This is an indication of the preferred trend of the KPI. | Users should indicate if the KPI is expected to move upwards or downwards. | If the expected trend is not selected a default trend of upwards will be selected. | Upwards Downwards | N/A | Y | Numeric |
| AllowZeroes | This is the selection that determines whether the KPIs tracking data can contain a zero value. | If the checkbox is enabled (a 1), the information captured may contain a zero value for tracking information. If a 0 was selected, the KPI tracking data will not be allowed to contain a zero value. | This field will indicate whether KPI Tracking data can be a value of zero. If this field is not captured a default selection of Y will be chosen. | True False | TRUE | N | Checkbox (Y/N) |
| KpiValueCalculationMethod | On the is an indicator that determines the Value Calculation of the KPI within the repository. | This value must be valid. The selected KPI Value Calculation Method will determine how data entries are displayed. | The system will throw an error if no value has been entered. | Average. Last. Sum | TRUE (Average) | Y | |
| Site Name 1 | This is an indication of the department(Site Name 1) the KPI belongs to. | This value must exist. The department(Site Name 1) selected must match up with the departments saved on the system. | If there is a spelling mistake or the department(Site Namel 1) selected on the import does not match any departments(Site Name 1) saved on the system, the record will still be allowed to be imported onto the system. However, the department(Site Namel 1) field will be empty. Site Name 1 | This will be determined by the users and the codes they associate with the Department(Site Name 1). All codes will be unique. | N/A. | N | Lookup (Departments(Site Name 1)) |
| Site Name 2 | This is an indication of the sub-department(Site Name 2) the KPI belongs to. | This value must exist. The sub-department(Site Name 2) selected must match up with the sub-departments(Site Name 2) saved on the system. | If there is a spelling mistake or the sub-department(Site Name 2) selected on the import does not meet the sub-departments(Site Name 2) saved on the system, the record will still be allowed to be imported onto the system. However, the sub-department (Site Name 2) field will be empty. | This will be determined by the users and the codes they associate with the Sub Department(Site Name 2). All codes will be unique. | N | Lookup (Sub Departments) | |
| Site Name 3 | This is an indication of the team(Site Name 3) the KPI will report on. | This value must be valid by the system. The team(Site Name 3) selected must match up with the teams(Site Name 3) saved on the system. | If there is a spelling mistake or the team(Site Name 3) selected on the import does not meet the teams(Site Name 3) saved on the system, the record will still be allowed to be imported onto the system. However, the team(Site Name 3) field will be empty. | This will be determined by the users and the codes they associate with the Team(Site Name 3). All codes will be unique. | N | Lookup (Teams) | |
| Owner | This is an indication of the owner of the KPI. | This value must exist in the system. The user-selected must match up with the users saved on the system. | If there is a spelling mistake or the user selected on the import does not meet the user saved on the system, the record will NOT be allowed to be imported onto the system. | N/A | Must be the name of the person. | Y | Lookup (Users) |
| Calendar | Calendar to use | The value must exist in the system | Name of an existing Calendar Financial Monthly | N | Numeric | ||
| Frequency | This is an indication of the frequency of the KPI figures to be tracked. | Only one of the following choices: Daily, Weekly and Monthly | Daily will be selected if this field is empty. | Daily, Weekly, Monthly | 1 | Y | Lookup (Frequency) |
| Decimals | Decimal Places | Numeric value | 2 | N | Numeric | ||
| PerformancePeriod | This is the Performance Period of the KPI | Can make a selection from the following choices: Current Month, Current Week, Day, Last Month and Last Week | The row will not be imported if an invalid number not between 1 and 2 is inserted | Current Month, Current Week, Day, Last Month, Last Week | N/A | Y | Numeric |
| Display Baseline | This is to show Baseline or not | False or True | Must False or True | False or True | N | Boolean | |
| Display Baseline As Line | This is to show the Baseline as a line on the KPI Chat | False or True | Must False or True | False or True | N | Boolean | |
| Display Three Month Average | This is to show the average in the past three months | False or True | False or True | False or True | Numeric | ||
| Chart Bar Count Quarters | Number of Quarter bars on the KPI Summary Chart | Insert a whole number | 4 | N | Numeric | ||
| ChartBarCountMonths | Number of Month bars on the KPI Summary Chart | Insert a whole number | 4 | N | Numeric | ||
| ChartBarCountWeeks | Number of Week bars on the KPI Summary Chart | Insert a whole number | 4 | N | Numeric | ||
| ChartBarCount | Number of Day bars on the KPI Summary Chart | Insert a whole number | 7 | N | Numeric | ||
| AccessLevel | The Access level (KPI level Permissions) that will be granted to the KPI | A value must be specified | The system will throw an error if no value has been entered. | Default \ Confidential \ Global | N/A | Y | Lookup (AccessLevels) |
| Warning Level | Variance percentage to show Amber warning face | Must be a figure. If no value is provided a default value will be used. | If left blank, it will use a default value (See Default Values column) | Any numeric value. | 0.00 | N | Numeric |
| Target Frequency | This is an indication of the target frequency of the KPI figures to be tracked. | Only one of the following choices: Daily, Weekly and Monthly | N/A | Daily, Weekly, Monthly | N/A | Y | Lookup (Frequency) |