preferences_shadow_32Settings Tab

The Settings tab is where you define the core settings for your PI, which can be changed by users with appropriate permissions. Each option is explained below.

Settings Tab

Gauge Categories

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Related Topics:

Standard Menu Bar

Permissions

 

key1Essential Permissions:

PI_Admin (+ complex)

PI_Create

PI_Links (+ complex)

PI_Owners Edit (+ complex)

PI_Note create (+ complex)

PI_Targets Edit (+ complex)

PI_Thresholds (+complex)

PI_Update data (+ complex)

 

key1Related Permissions:

Site Admin

 

 

Data Type

Show Numerator/Denominator

Numerator Label

Denominator Label

Format

Active

Trend Calculation Type

Year Introduced

Year Deleted

Audited?

Primary Target

 

Gauge Categories Panel

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Related Topics:

Annual Targets

 

training_howdy

Howdy: Set Performance Gauges

Howdy: Calculate PI results using Formulas

Howdy: Propagate PI Data

Howdy: Set up Target Profiling

Howdy: Set up Triggers

Howdy: Using Year-End Forecasting

 

training_lessonss

Lesson: Calculate PI Results using Formulas

Lesson: Setting Target Profiling

Lesson: Set up Triggers

Lesson: Creating a Numerator and Denominator PI

 

Data Type

You can set up a specific data type for each Local PI.  The Data Type for Statutory PIs is set up by Pentana Risk and cannot be changed. From the drop-down list of options for the measurement units of the PI, choose one of these options: Percentage, Money, Number, Yes/No, Ratio, a Date or Duration.

Duration converts any length of time into hours, minutes and seconds, and uses the standard hh:mm:ss format to represent the data entered. any single number added to this field will be recognised as seconds, and converted as appropriate. Examples...

 

If the Data Type of a PI is a percentage or ratio then you will be able to define Numerator and Denominator data within the same PI, as shown below.

Show Numerator/Denominator

This checkbox only appears when your Data Type is either a percentage or ratio.  Once ticked you can label your Numerator and Denominator columns accordingly for this PI, two new fields will be shown on this screen, and are described below.  

The Collection Settings are automatically defined to allow data to be entered for these new columns.

 

Note: If you are converting an existing PI to a numerator and denominator then any historic data will be retained unless the data row is deactivated.  If this happens then the current PI settings are used to recalculate the value from the numerator and denominator values entered for that row.

Numerator Label

Enter the label for your Numerator, i.e. No of Invoices Paid

Denominator Label

Enter the label for your Denominator, i.e. No of Invoices Received

Format

You can set up a specific number format for each Local PI. Statutory PIs inherit default formats when added to a site.

 

You can specify the following formats for data types Percentage, Money and Number:

Number of decimal places.

Number of non-decimal places.

Extra characters.

 

If your gauge will be affected by the number of decimal places then you will see the following rounding message:

PI_gauge_rounding_message

 

Note: values are stored in the database to 5 decimal places and this is the value that gauge and trend arrows work from, however a format may round the figure making it look like a different value has been used.  This may account for discrepancies in the status colour and the trend arrow.

 

The following characters have special meanings and are used as masks for data output:

0

Output data will have as many digits as number of zeros used in the mask; for example, if you've entered 00000 in your format and you have the number 123 in your data, then this will display as 00123.

#

Output data will not show unnecessary 0s.

.  (dot)

Used to show where the decimal point is expected to fall.

£

Place the £ sign where you want it to appear in your number.

% or '%'

Place the % sign where you want it to appear in your number. Or you can enclose the % sign in single quotes.

Note: the system will automatically enclose the % sign in single quotes when you click the Save button.

+ or - symbols

Place the + or - symbol where you want this to appear in your number, i.e. +##.00 will make the number "123.4" show as "+123.40".

' (single quote)

This enables you to use a # or single quote symbol within your format, i.e. '#'##.00 applied to "123.4" will give you "#123.40".  

 

If you want to use a single quote in your format, for example with o'clock, you would need to put in two single quotes, i.e. "# o'clock" applied to "9" would give you "9 o'clock".

 

Example Mask

Value

Result

00.000

5

05.000

##.###

5

5

£#,###.00

5555

£5,555.00

#% or #'%'

50

50%

+##.00

50

+50.00

-0#.00

5

-05.00

'#'##

50

#50

Default Formats

No entry in the Format box will result in the default format being applied to the number. All values are stored to a precision of up to 5 decimal places in the Database.

Data Type

Default Equivalent Format

Meaning

Example

Percentage

#.##'%'

number with a maximum of 2 decimal places with a percentage sign at the end.

1.23%

Number

#.###

a number with a maximum of 3 decimal places.

1.23

Money

£#.00

number with a pound sign at the start with exactly 2 decimal places.

£.23

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Active

A tick-box option, by default ticked. If this is unticked, thus becoming inactive, its visibility on the system will depend on permissions of respective users, i.e. system administrators will be able to view this PI, other users will not.  Inactive PIs are shown with a strike-through.

Note: Inactive PIs will only be visible to users with the Site Admin permission.

 

Trend Calculation Type

This option describes how the trends are to be calculated, the two options are:

Ongoing Trend - This is the default option and will compare values with the previous number of periods (as defined by the long trend period), for example, if you have monthly data with a long trend period of 12 this will give you a trend based on the average value for the previous 12 months.

Year to Year Trend - This option allows you to compare like with like over the number of years specified in the long trend period, for example, if you have quarterly data with a long trend period of 2 then Q1 will be compared with the average Q1 values across the previous 2 years, Q2 will be compared with the average Q2 values across the previous 2 years etc.  In this option the short term trend will work on the past 1 period.

 

Year Introduced

The first year of operation for the PI; for information only.  This is only available for edit on Local PIs and is set by Pentana Risk on the statutory PIs and will only be visible when a value has been entered.

 

Year Deleted

The year the PI was deleted; for information only. This is only available for edit on Local PIs and is set by Pentana Risk on the statutory PIs and will only be visible when a value has been entered.

 

Audited?

Pentana Risk can hold two values for the out-turn in any given year:

an audited value (i.e. final value)

a pre-audited value

By default the value held in the year time period is assumed to be the audited value.

To store the pre-audited figure, tick the Audited box and enter the pre-audited figure in the Data tab. This pre-audited figure will be the current annual figure by default but can be edited if required.

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Primary Target

Each PI can be associated with several targets - annual target or PSA target, which can be used for comparing current performance. The drop-down list in the Primary target field will specify all the target types that have been added to the system - see Annual Targets.

To base current performance on one of these targets, select it from the drop-down list. If 'None' is selected, then performance will be compared against the target value that is input directly into the Target column on the Data tab.

Note: Changes to the target settings only apply going forward, any existing activated data values will not be affected by this change.

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Gauge Categories Tab

Statutory PIs can have 3 types of gauge categories set up by Pentana Risk and not editable by the customer – BV Category, LG Service Area and Statutory Category, as defined below. These categories will only appear if values have been entered against them.

Local PIs will have only LG Service Area.

BV Category - Shows for Statutory PIs and corresponds to the grouping categories used by the governing body e.g. Corporate Health, Housing.

LG Service Area - The organisation service area that the PI relates to.

Statutory Category - This can be things like: English Council, Scottish Council, Irish Council, UK Council, English Housing Association,  Welsh Housing Association, NHS, Further Education,

.

 

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