User Story
User Story #1 : I need to create a new KPI in preparation for adding it to an environmental program
👥 What am I doing now ?
Adding a new KPI to the KPI Library within the Module Setup
📖 Module Capabilities
Track any kind of metric related to Safety, Waste, Water, Environment, Energy, etc…
Create KPIs and add them to a customizable ESG Program
🤩 Niche Features
Can automatically populate data from other modules
Create various types of original KPIs and build formulas with multiple KPIs
🚶♂️ Walkthroughs:
🔩 Field Details and Configurability
Section | Field Order | Field Name | Description | Field Type | Dependency | Configuration Details | Custom Setting Constant - Show/Hide | Custom Setting Constant - Mandatory/Non-Mandatory |
KPI Attributes |
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| 1 | KPI ID | Unique identifier for KPI | Text Box |
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2 | KPI Name | Name of KPI - can share name of other KPIs | Text Box |
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| 3 | KPI Description | Description of KPI | Text Box | ||||
| 4 | GRI Reference | Details relating to GRI standards | Text Box |
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| 5 | KPI Data Source | How data is entered to the KPI | Drop Box |
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6 | Formula | Build Formula | Derivative from Other KPIs on KPI Data Source | |||||
7 | Select KPI from Other Module | Pick List | From Other Modules on KPI Data Source | |||||
| 6 | Classification | Classify from 5 choices | Drop Box |
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| 7 | Is this a Normalization Factor | Additional detail to help classify the KPI | Check Box |
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| 8 | KPI Category | Category choice from the Sustainability Performance Lookup Values | Drop Down |
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| 9 | Scope | Scope 1, 2, or 3 classification of Energy KPI | Drop Down | Energy on Classification |
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| 10 | Activity Type | Captures the name of the document's admin | Pick List | Yes, On Primary Folder |
| From Configuration Table | From Configuration Table |
| 11 | Energy Source | Ability to select the High Level Department/Category for a document (drives what document levels will be available) | Drop Down |
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| 12 | Energy Source (un-named Sub Field) | Captures the Document level (drives approval workflows, reviews, etc.) | Drop Down | Yes, On Business Process |
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| 13 | Calculate Emission For | Select from the workflows available for the Document Level (if more than one workflow to choose from) | Drop Down | Yes, On Document Level |
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| 14 | Rollup UOM | Select Approvers from Pick List; Number of approvers added and whether they are sequential/parallel will be based on the Document Level and Workflow selected (dynamic approval workflow) | Drop Down | Yes, On Approval Workflow |
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| 13 | Rollup UOM (un-named Sub Field) | Automatic due dates based on document level (approval workflow T+) | Text Box | Yes, On Approval Workflow |
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| 14 | Data Aggregation Method | Automatically releases document (status updates to final) when approved and sends email notification to distribution defined in the setup. | check box |
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| 15 | Originator | Determines whether the final “Published Format” of the document will be either converted to a PDF or available in the original uploaded format for the actions "download" and "print". | Drop Down |
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| From Configuration Table |
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| 16 | Status | Defines if document will be available to anyone with view permission or only to selected users. | Drop Down |
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| From Configuration Table |
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| 17 | Specifies who in addition to Document Owner and Document Coordinator can view the document | Pick List | Yes, On Document View if selected as "Private" |
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| 18 | * | Captures version number for document | Text Box |
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| 19 | Captures the document type - whether it is a spreadsheet or image etc. | Drop Down |
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| From Configuration Table | From Configuration Table | |
| 20 | Captures the purpose of the document in short | Text Box |
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| From Configuration Table | From Configuration Table | |
| 21 | Signifies the key words that are will be selected for the document in time of search | Token Text Box |
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| From Configuration Table | From Configuration Table | |
| 22 | Captures associated documents and creates link between documents | Pick List |
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| From Configuration Table | From Configuration Table | |
| 23 | Captures associated regulatory references | Token Text Box |
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| From Configuration Table | From Configuration Table | |
| 24 | Date the Document Review will be due | Text Box |
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| From Configuration Table | From Configuration Table | |
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| Drop Down |
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| 25 | Start date the Document Review will calculate from | Calendar | Yes, On Status. Displayed when changed to Final. |
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| 26 | Defines period while the document should be active. After defined period document is archived | Text Box |
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| From Configuration Table | From Configuration Table | |
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| Drop Down |
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| 27 | Captures the status of the document | Label |
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| 28 | Captures the name of the user who uploaded the document or referenced the weblink/ hard copy | Label |
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| 29 | Captures the date when the document is uploaded or referenced in the system | Label |
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| 30 | Captures the name of the user who is latest modifier of the document | Label |
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| 31 | Captures the date of the latest modification | Label |
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| 32 | Allows user to submit a document for Approval and sends notification to selected Approvers | Button | Yes, On Status when it is Draft |
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| Allows Document owner to cancel the approval request for a document in case additional modifications are required in the document | Button | Yes, On Status when it is Pending Approval |
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| 33 | Button | Yes, On Status when it is Final |
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