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EspañolIn this article, we will see how to configure the validity period of a Control Item.
The validity period of the indicator defines a START or END date for the management of each indicator in Gestiona.
This feature is recommended for users who plan to start or end the management of an indicator without losing its history or for situations of transition or temporary management.
The validity period is configured individually for each control item.
Para configurar a vigência de um único indicador, basta acessar a tela de Cadastro do Item de Controle e, em Dados Básicos, ir até a seção Vigência do Item.
Em seguida, basta definir a data Inicial e/ou Final desejada para este indicador:
Após preencher as datas desejadas clique em SALVAR.
Visualisation
When the indicator is not active, its target will be hidden on the dashboard:
Therefore, when defining the validity dates for your items, you may encounter three situations:
Active Item – the base month is within the item’s validity period, and thus the target is displayed on the dashboard.
Future Validity Item – the start date of the validity period is after the base month displayed on the dashboard, causing the target to not be displayed.
Expired Validity Item – the end date of the validity period is before the base month displayed on the dashboard, causing the target to not be displayed.
IMPORTANT:
For the calculation of the EGU, the system will take into account the validity of the item.
Items not active in the selected base month will NOT affect the EGU calculation.
Items not active during the year will NOT need to have the target approved.
Recording the final date of the validity period is not mandatory; you should only fill it in if you actually want to end the management of a control item.
Filling in the initial and final validity fields is not mandatory. If you do not fill in anything, Gestiona will interpret the control item as active and display the target normally on the dashboard and include it in the EGU calculation.