Enterprise Users will be able to view and interact with pages. Performance Managers/Modellers can edit pages and objects, and Model Administrators have full permissions.

You will still need to check your personal permissions to access this area with your site Administrator.

Supporting Data

This page contains a causal map, displaying the data objects associated to the plans. The user can expand/collapse the tiles by clicking on the up/down arrows to view the different levels of the data hierarchy.

Data Structure Administration

This page allows the user to create a data object, associate it with a parent data object, and either add existing measures or create a new measure for the object. The relationships between the objects are shown in the causal map frame.

The user can also amend the measurement settings using the trend table. It should be noted that some measure properties cannot be amended via the trend table (e.g., units)

The user can also view and enter data values into each measure using the trend table at the foot of the page. The user can toggle which series are displayed on the table by selecting the buttons. Please note that where the measure values are aggregating through the data hierarchy, measure data should be entered at the lowest level to prevent overwriting of data.

Plan Data Connections

This page allows the user to view in detail the data connections associated with any selected plan. The user must select a plan from the dropdown box at the top of the page, which will populate the table below, displaying the Data Sources.

The user can then focus on a particular measure by clicking on the focus icon in the table. This will populate the “Data Aggregation Check” table, which displays the hierarchy of measures, allowing the user to confirm that data aggregation up the hierarchy is calculated as intended.

Plans Structure

This page contains a causal map, which displays the hierarchy for all plans in the system. The user can expand/collapse the tiles by clicking on the up/down arrows to view the different levels of the data hierarchy.

Plan Performance Administration

This page allows the user to configure which plan and associated measures will be displayed in the Corporate Overview page, and Outcome Report pages.

The user can make a selection to display a corporate plan on the corporate overview, and then select which outcomes of that plan to feature in the Outcome Report pages.

The user can then select which measures will be displayed in each of the 5 charts, for the 3 Outcome Reports. Multiple measures can be displayed on the same chart, however, please note that the chart settings may need to be amended in order to display the information in the correct format.

A template of the Outcome Report pages is displayed at the foot of the page, so that the user can identify where each chart is located on the page itself.