Internal Frameworks

Use the Internal page to add custom frameworks and KPIs.

Create Internal Frameworks

The Internal page is blank until you create a framework. Once you create a framework, the page will refresh with a KPI grid.

  1. Click the New button to display the New Internal Framework slide-out

  2. Enter a framework Name

  3. Click the Save button

The Internal page will default to the framework created.

Internal Framework Filters

Framework filter selection is Test. Materiality filter selection is Both.

Framework

Use the Frameworks filter drop-down menu to select an internal framework. When a new framework is created, the filter will default to that framework. Framework KPIs will not display in the grid unless you have selected a framework from this filter.

Materiality

The default Materiality is Both. To display only Material KPIs, select True from the drop-down menu. To display only Not Material KPIs, select False from the drop-down menu.

Add Internal KPIs

  1. From the Framework drop-down menu, select a framework.

  2. Click the Add button to display the New KPI pane.

    The New KPI pane has Test entered in the Name and Description fields. The Unit Type selection is Area and the Unit of Measure selection is square kilomoeters.

  3. Fill in all required fields.

    Field Description
    Name

    Enter a KPI Name. This field is required.
    Parent Enter a KPI Parent. This field is not required.
    Description Enter a KPI Description. This field is required.
    Unit Type

    From the Unit Type drop-down menu, select a unit type. This field is required.

    The Unit Type drop-down menu selection filters down the available options in the Unit of Measure drop-down menu. For example, if a unit type of Area is chosen from the Unit Type drop-down menu, the Unit of Measure drop-down menu will only display units in the Area unit type.
    Unit of Measure

    From the Unit of Measure drop-down menu, select a unit of measure.

    If you select a value from the Unit of Measure drop-down menu and no value is selected from the Unit Type drop-down menu, the Unit Type drop-down menu will populate with the corresponding unit type.

    If the Unit Type selected does not require a Unit of Measure, like Narrative or Table, the Unit of Measure drop-down menu will display No Data.
    Is Material This checkbox is selected by default. To make a KPI Not Material, clear the Is Material checkbox.

  4. Click the Save button.

The delete button is a trash can, flat design styleTo remove a KPI, click the Delete button.