4.2.1.7 My Performance Chart Widget

The ‘My Performance Chart’ widget displays performance indicators assigned to the user’s role. It presents Key Performance Indicators (KPIs), Key Control Indicators (KCIs), and Key Risk Indicators (KRIs) where the user’s role has responsibility. This Widget allows users to visually monitor and track their assigned indicators’ performance on their Home Page.

The pie chart is divided into three colored portions: Green for above-expectation performance, Yellow for acceptable performance, and Red for below-expectation performance.

In this topic, we’ll explore the general functionalities and how to access the customizable settings of this widget.

Functionalities of the Widget

• To see the total number of indicators in each portion, simply hover your mouse over the corresponding section of the pie chart.

• Access the burger menu on the right for options to print or download the performance chart.

• To move the widget, click and hold it, then drag it to your preferred location in the page.
• To resize the widget, hover over the bottom right corner, click the double-pointed arrow (), and drag to the desired size.
• To remove any widget from the home page, click on the ellipsis menu and select “Remove widget”
• To access the settings parameters of the widget, select “Settings”

Settings of the Widget

When clicking on the “Settings” option, a pop-up window will be generated.

General

• Name: Customize the name of the widget.

*Tip: Label the widget according to its content or purpose. For example, you can name it “KPI Items” or “Important KRI Management”

• Globe Icon ( ) – Name Translation: Customize the widget name in all supported languages within EPC or your organization. Switching between interface languages will automatically update the widget name.
  • Upon clicking the globe icon, a pop-up will appear as shown below. Input the corresponding name translation for each language.
    

• Title color: Select the preferred widget title color using a specific hex code or the color picker.
• Title size (px): Specify the title size in pixels.
• Title icon: Choose the desired adjacent icon from Font Awesome’s V5 version collection. Copy its HTML code and paste it into this text box. Please ensure to remove the extra HTML code at the beginning and the end, keeping only the icon’s name, as shown below.
  

• Hide Name: To hide the widget’s name when viewed in the home page, click this checkbox.
• Displayed Content: Users can filter the widget based on object status.
  • Show Latest: Displays in-progress (draft) and published content.
  • Published Only: Displays only published content.
  • User Profile Setting: Content display changes based on the user’s chosen mode, whether “Latest” or “Published,” selected through the toggle button. If the user is in “Latest” mode, the widget will reflect the “Show Latest” option. If the user is in “Published” mode, the widget will reflect the “Published Only” option.

Options

• Indicators: are the core performance evaluation tools in EPC. You can filter KCI, KPI, and KRI that are associated with your user account.
• Colors: Colors rank indicators based on current performance. Red indicates below expectation, yellow means at expectation, and green represents above expectation. Use the color filter to view indicators according to their current performance. By default, only the Yellow and Red options are selected.
• Assigned me to as: This enables users to query the specific Performance Indicators assigned to certain of their roles, allowing them to monitor their various responsibilities and performance criteria.

*Tip: You can use this capability to categorize your widgets by role. For instance, an employee serving as both an HR Coordinator and an Event Planner can be assigned both roles within EPC. Use separate widgets in the Home page to display content for each role, ensuring focused information.

• My RASCI-VS: This filter serves as an expansion of the “Assigned to me as” filter, enabling additional categorization of objects based on the RASCI-VS Matrix. Through this filter, users can ensure a more focused search.
  It’s important to note that this filter remains inaccessible until a user has correctly selected an object in the “Assigned to me as” filter.