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Function documentationKPI Annotation using Actions Locate this document in the navigation structure

 

Actions allow you to attach notes to a KPI.

Features

You can use actions as a checklist or as a way to address concerns with thresholds reported by Insight. Actions appear in the Dashboard and in the Variance Analysis window. See Dashboard and Variance Analysis.

Activities

  • To add an action, select Enter new action from the Insight dashboard.

  • To view an action, select View actions from the Insight dashboard.

    Note Note

    You can also select Action for a given KPI in the Dashboard.

    End of the note.

  • To edit an existing action, use either of the above methods to view the action, and modify the text as needed.