Depending on the metric settings, you may receive email notifications when a metric entry has been assigned to you and is due. If not, or to check your assigned metric entries list at any time, click My Metrics in the Business Intelligence menu.
The list shows all metric entries assigned to you. The top list shows your Due and Overdue Metric Entries (can be changed to show just due entries). Click a link to view and complete the metric entry (an Input Value and Input Unit of Measure, or Qualitative Measure, depending on the definition of the custom metric). If the selected Input Unit of Measure is associated with a Unit of Measure Category, the Value displays the conversion to the base unit of measure.
The Input Unit of Measure field is only enabled if the UOM value is not null and is associated with a UOM Category.
When the entry is saved, it appears in the bottom list.
To quickly record multiple metrics, select the check boxes beside them in the Due Metric Entries list and choose Actions»Complete Selected Due Metrics. The entry is added to the Completed Metric Entries list and the Input Value and Input Unit of Measure fields become editable directly in the list.
Each metric’s due date is calculated based on the metric’s Start Date and Recurrence Frequency. For example if the metric’s start date is March 1:
|
Recurrence |
Metric Entry 1 |
Metric Entry 2 |
Metric Entry 2 |
|---|---|---|---|
|
none |
-- |
-- |
-- |
|
weekly |
March 7 |
March 8 |
March 14 |
|
monthly |
March 31 |
April 1 |
April 30 |
|
quarterly |
May 31 |
June 1 |
August 31 |
If a user was assigned after a due date has passed, the next due date applies. In the monthly example above, the first due date is March 31. A user assigned on April 15 will only have one due metric (due April 30) -- any metrics of this metric before April 15 will not be deemed due/overdue.
Exceptions:
If the metric is identified as a Target, all the related recurrences are considered due at the same time.
If the metric is identified as “Irregular” recurrency frequency, there is only ever one item on the Due list. Irregular metrics are never overdue. They first appear on the Due list based on the start date in their metric. Once the item is completed and approved (and transferred to the Completed list), another item appears immediately on the Due list with a due date of today (i.e. the day the last item was completed). Unlike other metrics/recurrence frequencies which use the due date when displaying information in the Data Cube, the irregular recurrence type uses the date completed to display in the cube.