SA04 - Managing KPIs and Dashboards
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Managing KPIs and Dashboards (SA04)
System Administrator Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID SA_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Names Marc Ackers and Adam OrsquoBrien
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
KPI and Dashboard Defined
Dashboard Functionality
KPI Editing
Advanced KPI Features
Agenda
What is a KPI
What is the Dashboard
KPI and Dashboard Defined
Key Performance Indicator (KPI) evaluates performance on measurements
Examples of use cases
bull Average WO Completion
bull Average Response Time
bull Mean Time Between Failures
bull Count of Overdue WOs PMs
What is a KPI
Organization and business practice specific
Create New Clone Trend and Print
SQL knowledge is required
What is a KPI (contrsquod)
Special presentation view of KPIs defined by organization
Displays important information about KPI
bull Description
bull Current value
bull Target
bull Variance
What is the Dashboard
Use Dashboard to
bull Group like KPIs
bull Specify display order
bull Determine thresholds and graphic format
bull Determine which KPIs to trend
What is the Dashboard (contrsquod)
Accessed from
bull Dashboard Icon on toolbar
bull Applications Menu
What is the Dashboard (contrsquod)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 2: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/2.jpg)
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID SA_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Names Marc Ackers and Adam OrsquoBrien
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
KPI and Dashboard Defined
Dashboard Functionality
KPI Editing
Advanced KPI Features
Agenda
What is a KPI
What is the Dashboard
KPI and Dashboard Defined
Key Performance Indicator (KPI) evaluates performance on measurements
Examples of use cases
bull Average WO Completion
bull Average Response Time
bull Mean Time Between Failures
bull Count of Overdue WOs PMs
What is a KPI
Organization and business practice specific
Create New Clone Trend and Print
SQL knowledge is required
What is a KPI (contrsquod)
Special presentation view of KPIs defined by organization
Displays important information about KPI
bull Description
bull Current value
bull Target
bull Variance
What is the Dashboard
Use Dashboard to
bull Group like KPIs
bull Specify display order
bull Determine thresholds and graphic format
bull Determine which KPIs to trend
What is the Dashboard (contrsquod)
Accessed from
bull Dashboard Icon on toolbar
bull Applications Menu
What is the Dashboard (contrsquod)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 3: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/3.jpg)
Presenter Names Marc Ackers and Adam OrsquoBrien
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
KPI and Dashboard Defined
Dashboard Functionality
KPI Editing
Advanced KPI Features
Agenda
What is a KPI
What is the Dashboard
KPI and Dashboard Defined
Key Performance Indicator (KPI) evaluates performance on measurements
Examples of use cases
bull Average WO Completion
bull Average Response Time
bull Mean Time Between Failures
bull Count of Overdue WOs PMs
What is a KPI
Organization and business practice specific
Create New Clone Trend and Print
SQL knowledge is required
What is a KPI (contrsquod)
Special presentation view of KPIs defined by organization
Displays important information about KPI
bull Description
bull Current value
bull Target
bull Variance
What is the Dashboard
Use Dashboard to
bull Group like KPIs
bull Specify display order
bull Determine thresholds and graphic format
bull Determine which KPIs to trend
What is the Dashboard (contrsquod)
Accessed from
bull Dashboard Icon on toolbar
bull Applications Menu
What is the Dashboard (contrsquod)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 4: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/4.jpg)
KPI and Dashboard Defined
Dashboard Functionality
KPI Editing
Advanced KPI Features
Agenda
What is a KPI
What is the Dashboard
KPI and Dashboard Defined
Key Performance Indicator (KPI) evaluates performance on measurements
Examples of use cases
bull Average WO Completion
bull Average Response Time
bull Mean Time Between Failures
bull Count of Overdue WOs PMs
What is a KPI
Organization and business practice specific
Create New Clone Trend and Print
SQL knowledge is required
What is a KPI (contrsquod)
Special presentation view of KPIs defined by organization
Displays important information about KPI
bull Description
bull Current value
bull Target
bull Variance
What is the Dashboard
Use Dashboard to
bull Group like KPIs
bull Specify display order
bull Determine thresholds and graphic format
bull Determine which KPIs to trend
What is the Dashboard (contrsquod)
Accessed from
bull Dashboard Icon on toolbar
bull Applications Menu
What is the Dashboard (contrsquod)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 5: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/5.jpg)
What is a KPI
What is the Dashboard
KPI and Dashboard Defined
Key Performance Indicator (KPI) evaluates performance on measurements
Examples of use cases
bull Average WO Completion
bull Average Response Time
bull Mean Time Between Failures
bull Count of Overdue WOs PMs
What is a KPI
Organization and business practice specific
Create New Clone Trend and Print
SQL knowledge is required
What is a KPI (contrsquod)
Special presentation view of KPIs defined by organization
Displays important information about KPI
bull Description
bull Current value
bull Target
bull Variance
What is the Dashboard
Use Dashboard to
bull Group like KPIs
bull Specify display order
bull Determine thresholds and graphic format
bull Determine which KPIs to trend
What is the Dashboard (contrsquod)
Accessed from
bull Dashboard Icon on toolbar
bull Applications Menu
What is the Dashboard (contrsquod)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 6: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/6.jpg)
Key Performance Indicator (KPI) evaluates performance on measurements
Examples of use cases
bull Average WO Completion
bull Average Response Time
bull Mean Time Between Failures
bull Count of Overdue WOs PMs
What is a KPI
Organization and business practice specific
Create New Clone Trend and Print
SQL knowledge is required
What is a KPI (contrsquod)
Special presentation view of KPIs defined by organization
Displays important information about KPI
bull Description
bull Current value
bull Target
bull Variance
What is the Dashboard
Use Dashboard to
bull Group like KPIs
bull Specify display order
bull Determine thresholds and graphic format
bull Determine which KPIs to trend
What is the Dashboard (contrsquod)
Accessed from
bull Dashboard Icon on toolbar
bull Applications Menu
What is the Dashboard (contrsquod)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 7: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/7.jpg)
Organization and business practice specific
Create New Clone Trend and Print
SQL knowledge is required
What is a KPI (contrsquod)
Special presentation view of KPIs defined by organization
Displays important information about KPI
bull Description
bull Current value
bull Target
bull Variance
What is the Dashboard
Use Dashboard to
bull Group like KPIs
bull Specify display order
bull Determine thresholds and graphic format
bull Determine which KPIs to trend
What is the Dashboard (contrsquod)
Accessed from
bull Dashboard Icon on toolbar
bull Applications Menu
What is the Dashboard (contrsquod)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 8: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/8.jpg)
Special presentation view of KPIs defined by organization
Displays important information about KPI
bull Description
bull Current value
bull Target
bull Variance
What is the Dashboard
Use Dashboard to
bull Group like KPIs
bull Specify display order
bull Determine thresholds and graphic format
bull Determine which KPIs to trend
What is the Dashboard (contrsquod)
Accessed from
bull Dashboard Icon on toolbar
bull Applications Menu
What is the Dashboard (contrsquod)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 9: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/9.jpg)
Use Dashboard to
bull Group like KPIs
bull Specify display order
bull Determine thresholds and graphic format
bull Determine which KPIs to trend
What is the Dashboard (contrsquod)
Accessed from
bull Dashboard Icon on toolbar
bull Applications Menu
What is the Dashboard (contrsquod)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 10: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/10.jpg)
Accessed from
bull Dashboard Icon on toolbar
bull Applications Menu
What is the Dashboard (contrsquod)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 11: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/11.jpg)
Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 12: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/12.jpg)
Group KPIs by common features (such as Work Orders Purchasing etc)
Create as many KPI Dashboard Groups as needed
Multiple KPI Dashboard Groups
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 13: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/13.jpg)
Create new KPI Groups by defining
bull Managed By
bull Display Order
bull Module ID
bull KPI Group Name
bull Active
Multiple KPI Dashboard Groups (contrsquod)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 14: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/14.jpg)
Reports and Charts can be run from Dashboard
Easy navigation via tabs
Reports and charts are listed in left- hand column for selection to display
Reports and Charts
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 15: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/15.jpg)
Example of Report selection
Reports and Charts (contrsquod)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 16: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/16.jpg)
Example of Chart selection
Reports and Charts (contrsquod)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 17: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/17.jpg)
Valuable for analyzing KPI data from different perspectives
Controls to limit define and compare data
Filter and Compare
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 18: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/18.jpg)
Filter By and Compare By (multiple options)
Multiple Selections
Clear All control resets filters
Filter and Compare (contrsquod)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 19: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/19.jpg)
Options from Action Bar to Create New Clone Refresh Trend or Print
Action Bar Options
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 20: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/20.jpg)
Now letrsquos practice navigating the Dashboard to view and compare KPI details
View and Compare KPI Hands-On
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 21: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/21.jpg)
Select the Dashboard button from the Action Bar
Select Work Order from the KPI Dashboard dropdown
View and Compare KPI Hands-On (contrsquod)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 22: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/22.jpg)
Locate and select the PM Work Orders Overdue KPI
Select the Compare tab
View and Compare KPI Hands-On (contrsquod)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 23: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/23.jpg)
Select Shop for the Compare by dropdown
Select the Multiple Selections indicator
Select the Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 24: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/24.jpg)
KPIs will show for All Shops Mechanic and Safety Regulatory
View and Compare KPI Hands-On (contrsquod)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 25: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/25.jpg)
You have now successfully completed accessing the Dashboard and comparing KPIs
View and Compare KPI Hands-On (contrsquod)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 26: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/26.jpg)
KPI Editing Overview
Edit Window
KPI Queries
KPI Editing
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 27: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/27.jpg)
Editing is only for advanced users and MC Staff
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 28: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/28.jpg)
Displays fields to adjust
bull KPI Name and Description
bull Managed By
bull Display Order
Edit Window
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 29: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/29.jpg)
bull Range
bull Critical Alert and Optimal values
bull Default Format
Edit Window (contrsquod)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 30: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/30.jpg)
Example of Edit Window for Work Orders Overdue
Edit Window (contrsquod)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 31: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/31.jpg)
Store the SQL used to drive the data displayed
Multiple KPI Queries available for calculations
KPI Queries
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 32: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/32.jpg)
Example of KPI Query for Work Orders Overdue
KPI Queries (contrsquod)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 33: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/33.jpg)
Example of advanced multiple KPI Queries for percentage of non-PM Follow-Up Work Orders
KPI Queries (contrsquod)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 34: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/34.jpg)
Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 35: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/35.jpg)
Feature will copy existing KPI to use as starting point for new KPI
Clone KPI Dialog requires
bull Selection of KPI to Clone
bull New KPI name
bull Group to place new KPI
Clone
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 36: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/36.jpg)
Track and trend results over time
Trend
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 37: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/37.jpg)
Measurement dropdown allows users to select KPI for data to display
Date range must be selected
Trend (contrsquod)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 38: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/38.jpg)
KPIs that are beneficial to other organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 39: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/39.jpg)
Enter a description to inform members of the benefit or value of KPI
Select the Share KPI button to instantly share
Share (contrsquod)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 40: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/40.jpg)
Two KPIs displayed for each Home Page Summary Tab
KPIs displayed can be modified through Start Up Preferences
Home Page Summary Tab
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 41: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/41.jpg)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources
![Page 42: SA04 - Managing KPIs and Dashboards](https://reader033.fdocuments.net/reader033/viewer/2022051323/54832968b47959d80c8b4948/html5/thumbnails/42.jpg)
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
Dashboard Overview
Edit Trend and Clone KPI
KPIs on Summary Tab
Additional Resources