The My Performance Widget allows users to feature a list of company, department and personal Performance Measures. Customizing “My Performance” will allow users to prioritize key information related to their job responsibilities and performance.
Please follow the instructions below to customize the “My Performance” Widget.
1. Upon login, you will be greeted with the following page:
2. To add widgets to your home page, navigate to the the 
button and select the widget you want to add from the Dashboard Manager
3. Once the “My Performance” Widget has been added to the Home page, select the 
icon at the top right corner of the Widget and select the 
button.
4. Click on the “Settings” button and a pop-up window will be generated as follows
5. After customizing the settings, click on the 
button to save the changes made.
My Performance Widget Settings Parameters
In this page there are a variety of variables that a user can set in order to customize to improve user experience.
| Item | Setting | Purpose |
|---|---|---|
| A | Name | Allows user to customize the title of the Widget |
| B | Sub-type | Allow users to filter by the assigned object sub-types (sub-types can be manually assigned in the properties of an object). Note that if more than 1 type of indicator is chosen under My Options, this field will be greyed out. |
| C | Categories | Allow users to filter by the assigned object categories (categories can be manually assigned in the properties of an object). |
| D | Hide Name | Allow users to hide the display name of the widget. |
| E | Indicators | Allows users to multiselect object type to be featured |
| F | Colors | Allows users to filter through their assigned roles (if numerous) |
| G | Assigned to me as | Allows users to filter through their assigned Performance Indicators (KPI, KCI, KRI) based on their level of involvement in accordance to the RASCI-VS Matrix |
| H | Assigned to | Allows users to filter objects that are indirectly related to an individual’s personal Performance Indicators |
| I | Assigned to as | Further criterion helping users view filter objects indirectly relating to personal Performance Indicators Allows users to filter indirect relationships based on RASCI-VS criterion |
A. Name: The “Name” Section will allow a user to customize the name of the Widget. To edit the “Name” section, please follow the instructions below
i. Edit name by selecting name box and typing in desired name
B. Object Sub-Type: Users can use sub-type as an additional filter. This will filter for the selected object type that has a particular sub-type assigned. Sub-Types can be defined by administrators. These sub-types can then be associated to any object in EPC in the object’s properties. Users can filter for multiple sub-types across document types. Note that to enable this section, only 1 type of indicator can be chosen, since types may differ across indicators. See section E. for the indicator filter. To learn more about sub-types, click here.
Users can select multiple sub-type for documents. To add a filter, follow these steps:
i. Select the Object Sub-Type dropdown
ii. This will generate a dropdown of possible sub-types based on the object type
iii. Select one or more sub-type to apply the filter
C. Categories: Objects in EPC can be assigned multiple categories, depending on business needs. Categories are used to classify objects; users might want to filter all indicators that are applicable to a certain area of the business. Note that since multiple categories can be assigned to a single object, users are able to select many object types. To learn more about categories, click here.
To filter objects by categories, follow these steps:
i. Select the Categories dropdown
ii. This will generate a dropdown list
iii. Select one or more categories to apply the filter
D. Hide Name: To hide the display name of the widget, select this option.
The widget will appear in your page without its display name.
E. Indicators: are the primary performance evaluation tools within the EPC. Filter through KCI, KPI, and KRIs that are associated to the user within the “Indicators” section in the Widget filters. Please see the following steps to customize Indicator filters;
i. Navigate cursor over the Indicators task bar
ii. Click on the task bar, which will generate a drop-down menu
iii. Select/Deselect desired indicator(s) to be featured in Widget window by navigating cursor and clicking on respective objects.
F. Colors: Colors are used to rank indicators based current performance. The color coding is reflective of whether or not current performance is below expectation (Red), at expectations (Yellow) and above expectations (Green). The color filter can be used to view various indicators and their performance. Please see the steps below to customize the “Colors” Widget filter.
i. Navigate cursor over the Colors task bar
ii. Click on the task bar, which will generate a drop-down menu
iii. Select/Deselect desired color(s) to be featured in Widget window by navigating cursor and clicking on respective objects.
G. Assigned to me as: Individuals are assigned Performance Indicators to provide governance and optimize performance. As such, users can query the specific Performance Indicators that have been assigned to them, to monitor their various responsibilities and performance criteria.
The “Assigned to me as” filter will allow users to view their Performance Indicators and the level of governance associated using the RASCI-VS Matrix.
Please see the following steps to use the “Assigned to me as” filter:
i. Navigate to the My Performance – Settings page
ii. On the My Performance – Settings page, navigate cursor to the “Assigned to me as” check-box. Note that the RASCI-VS criterion to the right will be locked until the box is selected.
iii. Click the “Assigned to me as” check-box
iv. Navigate cursor to the RASCI-VS drop-down menu
v. Click on the RASCI-VS filter and a drop-down menu will be generated
vi. Select the desired RASCI-VS Metrics. Note that you can select multiple RASCI-VS metrics.
H. Assigned to: This filter is designed for users to view Performance Indicators that can have direct or indirect relationships with specific Roles, Resources, Assets or Organizational Units. This allows users to see which objects relate to different people and roles within the organization.
Using this filter will extend the scope an individual user can have within the organization.
To use the “Assigned to” filter, please see the following steps
i. Navigate to the My Performance – Settings page
ii. Select the “Filter Type” drop-down menu
iii. A drop-down menu will be automatically generated. Select the desired filter. Note that multiple filters can be selected.
iv. Once the desired items have been selected, click anywhere outline the drop-down menu, within the My Performance – Settings page to minimize the drop-down menu
vi. Next, navigate your cursor to the filter search bar to the right of the drop-down menu
vii. The search bar has an auto-population function which allows users to easily find the specific item they are searching for. Once a user has selected the search box, the user can begin typing. The auto-population feature will generate a list featuring the used letters or words. If a user is unsure of specific spelling of a particular item, the user may also use the 
buttons listed above the auto-populated list. These are navigation arrows that let users sift through the different pages on search results generated.
viii. Select the desired item clicking on the desired item. Note that the confirmation of selection from an item will not appear in the drop-down menu. It will appear in the 
icon on the left hand-side of the page. To confirm that a user has selected the right object, navigate your cursor to the icon
ix. Click on the icon and it will display the selected object
I. Assigned to as: The “Assigned to as” filter is an extension of the “Assigned to” filter. It allows for further segmentation and classification of Performance Indicators selected using the RASCI-VS Matrix. This allows users to view additional Objects, who/what is related to them, and how they are related.
Note that this filter is locked until a user has properly selected an object in the “Assigned to” filter.
To filter using the Assigned to as function, please see the following instructions:
i. Navigate to the My Performance – Settings page
ii. Select item in “Assigned to” Filter. Please see the Assigned to (E) above for further detail.
iii. After having selected a (or multiple) objects in the Assigned to section, navigate your cursor to the RASCI-VS drop down menu
iv. Click on the item and it will generate a drop-down menu
v. Select appropriate RASCI-VS metrics. Note that users can select multiple RASCI-VS metrics for viewing.
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