The General tab contains a section for the basic information about the Performance indicator, where the performance threshold can be assigned, as well as the Responsibilities and Associations sections.

What is this Performance Indicator?

This table below describes the fields of this section.

Field Description
Object Type Use the drop-down menu to select the Type of Performance Indicator: KCI, KPI, or KRI. This cannot be edited after the first save.
Name The name of this Performance Indicator. The name should summarize what is being measured. A name is mandatory for all objects.
Parent Objective The Objective under which this Indicator is nested.
Identifier The Unique Identifier of this Performance Indicator. This serves to uniquely identify the Indicator as per your company protocol.
Description This field describes the indicator in detail. The rich text format allows for text formatting, images, URLs, tables, etc.
Performance Threshold You can build custom threshold ranges for this Indicator and define the Unit of measure. See below for detailed instructions.

Performance Threshold

  1. Input the Unit for the Performance Indicator on the “What is the Unit” box.

  1. In this example, the unit is days

  1. Choose the Range Type

  1. In this example, click on the first range type

  1. Assign the range numerical values in the two boxes

  1. In this example, the maximum range is 15 days and the minimum range is 5 days

Responsibilities and Associations

Since the Responsibilities and Associations sections are common to many EPC objects, the instructions have been centralized in the Associations section of the user manual. You can find direct links to instructions for specific sections below.

Section Instructions
What are the Responsibilities? Assign Responsibilities
Which Documents are used? Associate Documents
Which Risks are applicable? Associate Risks
Which Controls are applicable? Associate Controls

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