Associate proposed metrics with a recurring task
In your
"Recurring tasks" tab, click on a recurring task, then on the "Metrics" tab.
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Under "Metric to be associated" you will have access to proposed metrics.
๐ These metrics are themselves from indicators which are attached to the same measures as your recurring task.
For some recurring tasks, in the "Metrics" tab, it is possible that no metrics are being proposed to you.
As you can see, it is necessary to associate, in advance, the indicators (and therefore the metrics) to the measures that the recurring task will control.
Manually associate metrics to a recurring task
It is first necessary to identify the measure and perimeter on which you will have to add indicators.
All you have to do is go in the recurring task's parameters:
Then, go to your
Security bases on the left bar of your screen.
View from the actual security base:
Select the perimeter on which the measure is implemented, then search for the name of the measure. Finally, click on the "Edit" icon.
In the "Indicators" tab, the solution suggests you add "Proposed indicators" or "Existing indicators".
In the "Proposed indicators" you will find the indicators that the Tenacy teams have linked to the measure.
However, it is possible that no indicator is proposed by Tenacy.
You still can search for an existing indicator on Tenacy's catalog.
View from the new security base:
Click on an implemented measure and Add Control to add the indicator:
Create and associate metrics to a recurring task
If you wish to associate metrics that are not from our catalog with a recurring task / or indicators that are not from our catalog with one of your operated indicators, it is necessary to proceed in several steps :
Create the metric
Dashboards > "Metrics" tab > "Add a metric" button
Set up your metric:
Name of the metric
Identifier: not mandatory, if you leave empty the solution will automatically generate an ID
Periodicity: once there is a history, you can no longer change it
Grouping / Perimeter: allow to automatically associate the metric to a group or the associated perimeter.
๐กIn case you had a perimeter that collects the metric for another perimeter, you can, in the "Assignments and delegations" tab, choose the collect perimeter and/or the user/user group that will collect your metric within the desired perimeter.
Create an indicator powered by my metric:
Name of the indicator
Identifier: not mandatory, if you leave empty the solution will automatically generate an ID
Periodicity
Type (Performance or Activity)
๐ Performance indicators: its calculated value must be between 0 and 1 (0 to 100%), 1 representing the ideal value. Performance indicators have a target to be achieved and a scale of representation (see below).
๐ Activity indicators: its value is not limited. It is possible to define a target for the display, but there is no associated performance scale. These indicators do not participate in the calculation of the measure's performance.
Indicator scale
Target value
Grouping / Perimeter: allow to automatically associate the metric to a group or the associated perimeter.
Formula
The most important element of an indicator is its calculation formula, which combines metric values with mathematical and precedence operators: ( ) + - * /
๐ก To find a metric more easily, type "! " followed by a search term.
Tenacy also offers automatic variables that simplify the writing of certain formulas:
__NBDAYS is replaced by the number of days in the calculated period (month, quarter, ...), facilitating the calculation of averages per day
โ__NBMETRICS is replaced by the number of metrics in the formula, facilitating the averaging calculation of several metrics (ex. (ME01 + ME02 + ME0n) / __NBMETRICS).
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Link my indicator to my measure
You can then go to the "Recurring tasks" tab, you click on the recurring task to which you want to link this metric.
Do a test
In order to verify that the configuration suits you, you can perform a test by validating a recurring task to which you have associated your metric.
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Go to "Recurring Tasks", select the register where your recurring task is stored, then click on the blue box to access the completion panel.
Switch the recurring task to "Done" then click on "save". A pop-up appears to enter the metrics associated with your recurring task.
In addition to the values entered, you can associate a comment if necessary.
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Finally, if you wish to modify the values entered for a metric during the performance of a recurring task, you can click on the performance date that interests you, click on "save" then modify or delete the values that appear in the pop-up.

















