Contractor KPI – How do I view 'Work Actions'?

The ‘key performance indicator’ screen is a quick way of viewing the current status of Contractor Work Actions. To view, the KPI screen click the ‘KPI’ tab on the top menu bar.

Data within the KPI screen is flexible and from a top-level users viewpoint, the current status of actions could be compared across the whole system, however, a user with responsibility for a smaller amount of properties would only see the properties of interest.

The top-level KPI screen is split into four columns. The first is the user level of which you are currently viewing, and this is based on how your main administrator has set the system up.

The second column shows the total amount of actions logged against that Contractor. 

The third column shows the number of total actions which have been cleared off the system.

The fourth column shows how many of the actions are still outstanding.

Any of the figures can be clicked for further details. The next level of KPI shows a breakdown of actions by ‘due’ (not passed their time limit) and ‘overdue’. Clicking down on any of these figures will take you to the bottom level of KPI; showing the figures by risk priority.

These figures can be clicked on to get a list of the actions falling under the KPI filter you have set.

Users can also limit the data shown in the KPI screen by clicking on ‘KPI Options’ in the yellow menu bar. This allows users to amend the staffing levels by which the data is shown, and also allows for a filter by timeframe.