List view allows you to see all performance measures that you have access to, including the specific details within them. Viewing performance items in a list allows users to have a quick view of various performance measures and associated objects, facilitating navigation.
List view provides a variety of Filtering and Sorting options, allowing users to easily find desired objectives and performance measures. These features are used to organize the items in the List View.
The EPC Web App provides users with 3 major filtering settings:
| List | Description |
|---|---|
| 1. No hierarchy filter | A list view where all items within the given module are listed |
| 2. Current level & below | A list view where all levels below the selected item are listed |
| 3. Current level | A list view where 1-level level below the selected item are listed |
To navigate to List View, please see the steps below:
1. Click on the Navigation Menu Button on the top left of your screen
2. Click on Performance
3. You will be directed to List View in the Performance module (as seen below).
To simplify performance viewing; users are not greeted with all major performance measures and objectives that they are associated too. Users are greeted with the list of Measure Sets, the highest level of Performance Measure Classification in the EPC. However users can display these measures within the List View. Please see the Optional steps below:
4. (Optional) To view sub-processes, users must select the filter panel and then select “Current level & below of the EPC Web App.
5. (Optional) Click on the filter setting and it will generate a list view
6. (Optional) Select “Current level & below”
7. (Optional) Upon selecting the “Current level & below”, the EPC will automatically refresh the page
List Components
| Components | Description |
|---|---|
| Favorite | Allows users to sort objectives and performance measures by favorites vs. non-favorites |
| Name | Textual search for any existing name of an item |
| Identifier | Textual search for any existing unique identifier of an object |
| Roles | Whether or not there are Roles directly associated with the item in question. Shows a number equal to the total number of roles assigned to the object. To view these roles, click on the number |
| Documents | Whether or not there are Documents directly associated with the item in question Shows …… |
| Control | Whether or not there are Controls directly associated with the item in question |
| Description | Whether or not there is a Description inputted for the item in question Shows….. |
| Type | The type of the item |
| Last Modified By | The name of the last resource that modified the object |
| Subtype | Whether or not if this object is classified as a business type |
| Categories | Whether or not there are Categories directly associated with the item in question |
| Value | The latest value inputted for the measure |
| Unit | The unit that the performance measure is being measured in |
| Color | The corresponding color representing the current performance (%(color-green)Green%-Above Expectations, %(color-yellow)Yellow%-Acceptable, %(color-red)Red%-Below Expectations) |
| Modified Date | The latest date that the item has been modified |
| Status | Shows the status of the item in question (published vs in-progress) |
| Locked | Whether the item in question is currently locked or not |
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