New and Improved Features

Configurable

Product Level Change

Configurable: No

Existing System:

Does not have an import tool to configure goal values for multiple locations of a program
Users have to configure goal value for each location and KPI one by one

Purpose:

Increase adoption of Goal Management feature by making it easy to configure goal values

Enhanced System:

Has Goal Value import option available from Goal Management screen
Goal Value can be imported for one program at a time but for all locations and KPIs of the program in one go
It support updating existing values as well
Any user having view/edit goal permission for a program can use the import tool only for that program
- If selected program does not have any KPI with Goal setup, system will display relevant message
User's Location and Program permission will be validated in Data Mapping screen
The import tool and template is dynamic, so import tool will be visible only when a Program is selected
Template will be downloaded as per selected program
This is done to make the import template user friendly by displaying KPI wise different goal setup so that accurate goal value can be configured
Limitation
- currently there is a limitation with older excel formats that does not allow to populate more than 220 values in a dropdown column.
- Due to this limitation, in import template any column that has more than 220 values, will not be a complete list.
However the import tool also allows users to use any existing excel file having goal value configuration data.
- Columns of the excel file can be mapped in Data Mapping screen to respective columns and the import tool will import the data after validating required configurations and permission

Impacts: No Impact

Ideagen EHS Help Site