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Add Location to Performance Management

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Business Rules

  • Location must be created and mapped prior to updating the programs.

Step-by-step Instructions:

Step-by-step guide

  1. Click on the Setup icon.
  2. Click on the Module Setup menu item.
  3. Click on the Performance Management menu item.



  4. Click on the Program Management menu item.



  5. Select the Program by clicking on the Program Name.


  6. Click on the Facilities tab.
  7. Select the Location by using the “Arrow” button to move the location from the “Select Locations From the List” column to “Selected Locations” column, as shown to the right.
  8. Click on the Save button.


Add the Reporting Frequency

  1. Click on the Setup icon.
  2. Click on the Module Setup menu item.
  3. Click on the Performance Management menu item.



  4. Click on the Program Management menu item.



  5. Select the Program by clicking on the Program Name.



  6. Click on the Reproting Frequency tab.
  7. Click on the Add/Edit button.



  8. Select Add Frequency.

  9. Select the KPI's from the Picklist.
  10. Select the Location by using the “Arrow” button to move the location from the “Select Location From the List” column to “Selected Locations” column, as shown to the right.
  11. Select the First Reporting Due Date.
  12. Select the Repeat Until Date and Frequency.
  13. Click on the Save button. to Add the Reporting Frequency.


Field Information Table

Field NameDetails/Description











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