Tag Archives: KPI

KPIs – 3 of 3 – KPI Trends


In this third in the three part series on KPIs, we will review how to setup KPIs to track trends over time. This valuable feature provides an insightful view of historical trends, allowing you to view the data by different time periods (daily, weekly or monthly). In the following example, average daily work order volume is viewed for the first half of the year, providing valuable insight into fluctuations and trends.

 

Ensure KPI Trending is Scheduled

Prior to designating any KPIs for trending, customers with onsite installations must ensure that KPI History is being “stored” on a nightly basis. To ensure that KPI historical data is being tracked, the DB Scheduler must be used to run a nightly “job” that executes the “mc_writekpihistory” procedure. If the job has been set up, it will appear as follows in the DB Scheduler:

 

Contact Maintenance Connection Support if you need assistance in scheduling this job. Hosted customers do not need to take any additional steps to ensure that “KPI History” is being tracked.

Set Up KPI for Trending

Each KPI on which historical trending is desired must be set up for trending. To specify that trend data should be maintained, click the Edit Link directly below the KPI:

 

Ensure the “Trend?” dropdown on the right side of the Edit KPI Dialog is set to “Yes”.

 

 

View KPI Trends

Once sufficient historical data has been stored, you can view the trends for all KPIs designated to track KPIs, using the Trend Option on the KPI Toolbar:

 

All KPIs designated for trending should be listed in the Measurement dropdown in the upper left of the Trend KPI Dialog. Select the desired KPI from this dropdown and use the controls on the right side of the dialog to specify the historical period to view. The KPI trend for the first half of this year, shown at the top of this blog, was created using the following settings:

 

After clicking Apply, the graph will display in the lower half of the dialog. To view the source data that was used to calculate the graph, click the Data Link just above the graph area:

 

For more information on setting up KPI trending, contact Maintenance Connection Support.

KPIs – 2 of 3 – Linking a Report to a KPI


In this second of the three part series on KPIs, we will review how to link a defined report to a KPI. KPIs that are linked to reports, will display the “selectable” image (typically hand) when you hover over the Current Value line below the KPI.

 

Clicking on this line will open the designated report in the Report Preview Window.

To link a defined KPI to a report:

  • First determine the correct Report ID by locating the report to be linked from the Reporter and accessing the Report Setup Window. Click on the Advanced Tab and document the Report ID listed (WOCCountbyShop in the following example):

  • To link the KPI to this report, open the Dashboard and select the KPI to be linked:

  • Click the Edit Link directly below the displayed KPI. The Edit KPI Dialog will display.
  • In the “Click URL” text box, enter the following syntax, replacing “ReportID” with the ID identified in Step 1:

    javascript:top.openPreview(“ReportID”,””,true)

    

 

  • Click Save.

 

Test the new report link by clicking on the “Current Value” Line directly below the KPI. Your report should open in the Report Preview Window:

 

Next Week

In the next blog on this topic, we will review how to set up KPIs to maintain historical trend data.

KPIs – 1 of 3 – Using and Modifying KPIs


The KPIs displayed on the Maintenance Connection Home Page and Dashboard can provide a powerful visual display of key performance indicators defined as important by your organization. They also provide a unique “point in time” reference, evaluating performance on measures such as average work order completion time, response time, cost variances, mean time between failures, and backlog. In addition to defining the KPIs to track, you can determine the appropriate thresholds and graph format, link the KPI to a defined report, and even track the trend for the performance indicator over time. This is the first in a three part series providing an overview on the capabilities that are available.

The following example shows a KPI created to track the completion time for high priority work orders. The customer has specified that the critical (or warning) level be set to 2 and the alert level be set at 3. The date period covered has been included in the KPI name to ensure that the period covered is evident:

Determine the KPIs to Display on Home Page

You can designate which KPIs are most important for your organization and ensure they are displayed on the Home Page (Work Order, Inventory and Project Tabs).

To modify the KPIs shown on the Home Page, use the option on the toolbar to open the Dashboard.

Select the HOME-WO group from the KPI Dashboard filter on the upper left and click the Edit Link.

The Edit KPI Dashboard Dialog will come forward, allowing you to designate the KPIs to display. Maintenance Connection will display the first two KPIs shown on the right side of this dialog.

Adjust KPI Range (thresholds and alert levels)

To edit the KPI range and alert levels for a KPI:

    • Select the KPI to edit from the list in the upper left, using the available control to filter the list by KPI Group.

    • Click the Edit Link directly below the displayed KPI:

    • The Edit KPI Dialog will display, allowing you to set the range and alert levels:
      • Start/End: Enter the desired starting and ending point for the selected format/gauge. In the above example, if you wanted the gauge to end at “10” days, you could change the range to “0-10”:

      • Alert Range: Specify the values at which the KPI should display as “critical” and “alert”.

      • Click Save when you are finished specifying the range.
      The above changes would result in the following:

Note: The formula that defines the KPI calculation is entered using the KPI Query Buttons at the bottom of the Edit KPI Dialog. Customers who are comfortable defining SQL can “clone” existing KPIs and modify them to create new performance measures. Those who would like assistance in defining the SQL for a KPI should feel free to contact Maintenance Connection Support.

Next Week

In the next blog on this topic, we will review how to link a KPI to a defined report. For more information on defining and viewing KPIs, refer to the Dashboard Chapter of the Reporter Guide: