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In this article we will see how to configure the validity of a KPI.
[/et_pb_text][et_pb_text ol_item_indent=”25px” _builder_version=”4.9.7″ custom_margin=”-19px||0px||false|false” custom_padding=”0px|15px|0px|15px|true|true” border_style_all=”none” border_width_top=”5px” border_color_top=”#0c71c3″ border_width_right=”1px” border_color_right=”#d6d6d6″ border_color_bottom=”#d6d6d6″ border_width_left=”1px” border_color_left=”#d6d6d6″]The validity of the KPI defines a START or END date for the management of each KPI in the ICG.
This feature is suitable for users who plan to start or end the management of a KPI without losing its history or for situations of transition or temporary management.
There are two ways to configure the duration of a KPI:
- Individual – applies the validity to only one KPI;
- General – applies the validity to several KPIs.
To configure the validity of a single KPI, simply access the Period tab on the KPI Registration screen.
Then, just set the Start and END date you need for this KPI:
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IMPORTANT: this feature requires the Next Year’s Goal Approval feature to be enabled.
Click on the 3 bars icon, then on KPI Validity:
Choose the year you want:
- Year 2019(current): from 01/01/2019 to 12/31/2019
- Year 2020(future): from 01/01/2020 to 12/31/2020
Select the desired indicators and click APPLY:
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Preview
When the KPI is not valid, your goal will be hidden in the dashboard:
Therefore, when defining the validity dates of your KPIs, you can have three situations:
- Valid KPI– base month is contained in the validity period of the KPI.
- Expired KPI – start date and end date are before the base month.
- Future Validity KPI– The validity start and end date is after the base month.
IMPORTANT:
- For the calculation of the EGU, the system will take into account the validity of the KPI.
- KPIs that are not valid in the selected month will NOT affect the calculation of the EGU.
- KPIs that are not valid during the year will NOT need to have the target approved as well.