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Add Location to Performance Management
Add Location to Performance Management
Business Rules
- The location must be created and mapped prior to updating the programs.
Step-by-step Instructions:
Step-by-step guide
- Click on the Setup icon.
- Click on the Module Setup menu item.
- Click on the Performance Management menu item.
- Click on the Program Management menu item.
- Select the Program by clicking on the Program Name.
- Click on the Facilities tab.
- 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.
- Click on the Save button.
Add the Reporting Frequency |
- Click on the Setup icon.
- Click on the Module Setup menu item.
- Click on the Performance Management menu item.
- Click on the Program Management menu item.
- Select the Program by clicking on the Program Name.
- Click on the Reproting Frequency tab.
- Click on the Add/Edit button.
Select Add Frequency.
- Select the KPI's from the Picklist.
- 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.
- Select the First Reporting Due Date.
- Select the Repeat Until Date and Frequency.
- Click on the Save button. to Add the Reporting Frequency.
Field Information Table
Field Name | Details/Description |
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