Score an Indicator Measurement Point

A measurement point is a specific object that has been linked to an indicator and needs to be scored for designated periods. For example, an indicator regarding number of customer complaints received is scored at the end of each month for the established helpdesk control for ABC Corporation.

  1. Access the indicator measurement area for the specific measurement point.
  2. Click the Indicator Reference in the Indicator Measurement section.

    Notes:

    • You may also click Edit next to the Indicator if you are using the Action Items list.
    • You may also click the Indicator Reference or the Measurement Value in the Search List section.
    • Click Edit Search to modify the search criteria and focus the results. view the search criteria. See Utilize List Searches and Utilize Saved List Searches for additional information.

  1. The Measurements section displays a list of all scores (past and present) for the select measurement point.
  2. Click Edit next to the period to score.

    Note: The measurement value field will be zero.

  3. Enter the measurement value (score).

    Note: You may also edit the period start and end dates.

  4. Place a check in the Measurement Locked column to prevent any changes to the score value for this period.

    Notes:

    • Only users in the Admin role may unlock a measurement
    • Automatic creation of the next measurement period, if utilized, requires the measurement to be locked
  5. Click icon- Save to accept the score for the period.

    Notes:

    • The system will automatically generate the variance scores. This is the difference between the threshold(s) established in the indicator contextual information and the value entered for the period.
    • A notification, if established in the contextual information of the indicator, will be generated and sent to the appropriate party based on user roles if the measurement value is above or below the thresholds.
    • If the auto-creation functionality is being utilized and the measurement is locked, a new measurement period will automatically be created.

See Also

Managing Indicator Measurements

View Assigned Indicator Measurements

Search for Indicator Measurements

Add an Indicator Measurement Period

Edit an Indicator measurement

Lock an Indicator Measurement

Delete an Indicator Measurement