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. 30 characters for codes, alphanumeric. Codes can be alphanumeric. 30 characters with a hyphen. That is all. The KPI must have a name. If the name is not captured during import the KPI will not be imported. This will be determined by the users and the codes they associate with the KPI. All codes will be unique.The system will default to the first entry within the lookup. YVariable Character (30)
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.0
Numeric 
BaselineStartDate the baseline tracking started for the KPI. Calendar date, which states when the baseline tracking of the KPI startedA date must be selected. If a date is not selected then the date of the import will be selected as the default date. Any date.Date of importNDate time (YYYY-MM-DD)
BaselineEndDate the baseline tracking Ended for the KPI. Calendar date, which states when the baseline tracking of the KPI started
Any date.Date of importNDate time (YYYY-MM-DD)
UnitofMeasureMust be a valid value from the Units on the system. (NB: Displayed values will be affected by the specified display factor)The list will consist of the following units of measure: $, $ per month, %, $/t, BCM, BCM/m, g per ton, g/t, hrs., hrs./day, kg per day, kg/t, km, Litres, litres/hr., Metres, Minutes, Number, Number/day, Oz/day, ppm, RL, t, t/day, t/hr., t/op hour.A unit of measure must be selected. If not UoM is selected a default UoM of the $ sign will be selected for the KPI.This will be determined by the users and the codes they associate with the UoM. All codes will be unique.N/AYVariable Character
ExpectedTrendThis is an indication of the preferred trend of the KPI. Users should indicate if the KPI is expected to move upwards or downwards.If the expected trend is not selected a default trend of upwards will be selected. Upwards
 Downwards  
N/AYNumeric 
Allow ZeroesThis is the selection that determines whether the KPIs tracking data can contain a zero value.If the checkbox is enabled (a 1), the information captured may contain a zero value for tracking information. If a 0 was selected, the KPI tracking data will not be allowed to contain a zero value. This field will indicate whether KPI Tracking data can be a value of zero. If this field is not captured a default selection of Y will be chosen.True
 False
TRUENCheckbox (Y/N)
Current KPIs Layout:
MeasurementType 
This is an indicator that determines the measurement type of the KPI within the repository.This value must be valid. The selected measurement type will determine how data entries are displayed.

The system will throw an error if no value has been entered.Daily Values or Performance Rate
Cumulative Daily Values
Cumulative MTD Total Values
 Progressive MTD Values
TRUEYLookup (Measurement Type)
New KPIs layout:
KpiValueCalculationMethod
On the is an indicator that determines the Value Calculation of the KPI within the repository.
This value must be valid. The selected KPI Value Calculation Method will determine how data entries are displayed.
The system will throw an error if no value has been entered.
Average.
Last.
Sum

TRUE (Average)Y

DepartmentThis is an indication of the department the KPI will report on. This value must exist. 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 with the Department. All codes will be unique. The system will default to the first entry within the lookup. NLookup (Departments)
SubDepartmentThis is an indication of the sub-department the KPI will report on. This value must exist. 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 with the Sub Department. All codes will be unique. 
NLookup (Sub Departments)
TeamThis is an indication of the team the KPI will report on. This value must be valid from the system. The team selected must match up with the teams saved on the system.If there is a spelling mistake or the team selected on the import does not meet the teams saved on the system, the record will still be allowed to be imported onto the system. However, the team field will be empty. This will be determined by the users and the codes they associate with the Team. All codes will be unique. 
NLookup (Teams)
OwnerThis is an indication of the owner of the KPI. This value must exist in the system. The user-selected must match up with the users saved on the system.If there is a spelling mistake or the user selected on the import does not meet the user saved on the system, the record will NOT be allowed to be imported onto the system. N/AMust be the name of the person.YLookup (Users)
CalendarCalendar to useThe value must exist in the system
Name of an existing Calendar
 Financial Monthly

NNumeric 
FrequencyThis is an indication of the frequency of the KPI figures to be tracked. Only one of the following choices: Daily, Weekly and MonthlyDaily will be selected if this field is empty. Daily,
Weekly,
Monthly
1YLookup (Frequency)
Unit ValueThis is the unit of value for the KPI.Must be a figure, with two decimal places.N/AAny numeric value.0
Numeric 
DecimalsDecimal PlacesNumeric value

2NNumeric 
PerformancePeriodThis is the Performance Period of the KPICan make a selection from the following choices: Current Month, Current Week, Day, Last Month and Last WeekThe row will not be imported if an invalid number not between 1 and 2 is insertedCurrent Month,
Current Week,
Day,
Last Month,
Last Week
N/AYNumeric 
Display BaselineThis is to show Baseline or not False or TrueMust False or True False or True
NNumeric 
Display Three Month AverageThis is to show average in the past three months False or True False or True False or True

Numeric 
ChartMonthsNumber of Month bars on the KPI Summary ChartInsert a whole number

4NNumeric 
ChartWeeksNumber of Week bars on the KPI Summary ChartInsert a whole number

4NNumeric 
ChartDaysNumber of Day bars on the KPI Summary ChartInsert a whole number

7NNumeric 
AccessLevelThe Access level (KPI level Permissions) that will be granted to the KPIA value must be specifiedSystem will throw an error if no value has been entered.Default \ Confidential \ GlobalN/AYLookup (AccessLevels)
Warning LevelVariance percentage to show Amber warning faceMust be a figure. If no value is provided a default value will be used.If left blank, it will use a default value (See Default Values column)Any numeric value.0.00NNumeric 
Target FrequencyThis is an indication of the target frequency of the KPI figures to be tracked. Only one of the following choices: Daily, Weekly and MonthlyN/ADaily,
Weekly,
Monthly
N/AYLookup (Frequency)


Sample.

 

CodeNameDescriptionBaselineBaselineStartDateBaselineEndDateUnitofMeasureExpectedTrendAllowZeroesMeasurementTypeDepartmentSubDepartmentTeamOwnerCalendarFrequencyUnitValueDecimalsTarget FrequencyPerformancePeriodDisplayBaselineDisplayThreeMonthAverageChartBarCountMonthsChartBarCountWeeksChartbarCountDaysAccess LevelWarning Level
Drill # of POs late (Awaiting license)  # of POs late (Awaiting license) 0,002017-08-01
#DownwardsTRUEDaily Values or Performance RateMiningpit 1
adminDefaultDaily04MonthlyCurrent MonthTRUETRUE3430Default0,00
New New KPINew KPI0,002017-08-02
HoursUpwardsFALSEDaily Values or Performance RateMiningpit 2
adminDefaultDaily04MonthlyCurrent MonthTRUETRUE3430Default0,00


KPI Redesign sample:


CodeNameDescriptionBaselineBaselineStartDateBaselineEndDateUnitofMeasureExpectedTrendAllowZeroesKpiValueCalculationMethod
DepartmentSubDepartmentTeamOwnerCalendarFrequencyUnitValueDecimalsTarget FrequencyPerformancePeriodDisplayBaselineDisplayThreeMonthAverageChartBarCountMonthsChartBarCountWeeksChartbarCountDaysAccess LevelWarning Level
Drill # of POs late (Awaiting license)  # of POs late (Awaiting license) 0,002020-08-012021-12-01
#DownwardsTRUEDaily Values or Performance RateMiningpit 1
adminDefaultDaily04MonthlyCurrent MonthTRUETRUE3430Default0,00
New New KPINew KPI0,002021-01-012021-01-01
HoursUpwardsFALSEDaily Values or Performance RateMiningpit 2
adminDefaultDaily04MonthlyCurrent MonthTRUETRUE3430Default0,00