A downloadable PDF version is available at the bottom of the page together with the Excel import template

 Rules. (Required fields are marked with a Red background colour)


Field NameDescriptionRulesException HandlingValues to be placedDefault ValuesMandatory (Y / N)

Field Type

CodeThis is a code that will be generated and used to tie up the KPI to the KPI Tracking information. 20 characters for codes, alphanumeric. Codes can be alpha numeric. 20 characters with a hyphen. That is all. The KPI must have a code. If the code is not captured during import the KPI will not be imported. N/AN/AYVariable Character (10)
NameThis is a description of the field.Can contain alphanumeric charactersThe KPI must have a name. If the name is not captured during import the KPI will not be imported. N/AN/AYVariable Character (200)
DescriptionThis is a description of the KPI within the repository.Can contain alphanumeric charactersThe description for the KPI does not have to be captured for import to occur. N/AN/ANVariable Character (1000)
BaselineThis is the baseline value of the KPI.Must be a figure, with two decimal places.If the field captured does not meet the numeric values, the KPI can be imported. Any numeric value.0YNumeric 
TargetThis is the target value of the KPI.Must be a figure, with two decimal places.If the field captured does not meet the numeric values, the KPI can be imported. Any numeric value.0YNumeric 
GapThis is the gap value of the KPI.Must be a figure, with two decimal places.If the field captured does not meet the numeric values, the KPI can be imported. Any numeric value.0YNumeric 
DecimalsDecimal PlacesNumeric value

2YNumeric 
BudgetPeriodThis is an indication of the budget period the KPI will report on. This value must be valid from the system. The budget period selected must match up with the budget periods saved on the system. If there is a spelling mistake, or the budget period  selected on the import does not meet the budget periods saved on the system, the record will NOT be imported onto the system. This will be determined by the users and the names they associate to the budget period.N/AYLookup (Budget Periods)
PerformanceAreaThis is an indication of the performance area the KPI will report on. This value must be valid from the system. The performance area selected must match up with the performance areas saved on the system. If there is a spelling mistake, or the performance area selected on the import does not meet the performance areas saved on the system, the record will NOT be imported onto the system. This will be determined by the users and the names they associate to the performance area.N/AYLookup (Performance Areas)
DepartmentThis is an indication of the department the KPI will report on. This value must be valid from the system. The department selected must match up with the departments saved on the system. If there is a spelling mistake, or the department selected on the import does not meet the departments saved on the system, the record will still be allowed to be imported onto the system. However the department field will be empty. This will be determined by the users and the codes they associate to the Department. All codes will be unique. N/ANLookup (Departments)
SubDepartmentThis is an indication of the sub-department the KPI will report on. This value must be valid from the system. The sub-department selected must match up with the sub-departments saved on the system. If there is a spelling mistake, or the sub department selected on the import does not meet the sub departments saved on the system, the record will still be allowed to be imported onto the system. However the sub department field will be empty. This will be determined by the users and the codes they associate to the Sub Department. All codes will be unique. N/ANLookup (Sub Departments)


Sample. 

 

CodeNameDescriptionBaselineTargetGapDecimalCountBudgetPeriodPerformanceAreaDepartmentSubDepartment
BusinessKpi_1Maintenance Costs Across All OperationsMaintenance Costs Across All Operations1501005021st Quarter - 2019Annual Maintenance Cost SavingsMiningPit 1