There are 2 ways to enter your metrics. The first possible entry is via contributions and the second via recurring tasks.
I. Enter your metrics via contributions
Global view
Go to the “Contributions” section > “Metrics” tab.
In this view, you will find all the metrics that must be entered, classified by perimeters.
The Global pilot will have a view of all the metrics to enter in the environment
A contributor will only see the metrics assigned to them.
A number is specified on the tab: this is the number of metrics to complete assigned to you.
The view also allows you to sort the metrics to display only those that are empty (and therefore to be filled) and those assigned to you for each perimeter.
Saisie des métriques
💡 Via contributions, you can currently only enter metrics from past periods. Example with a monthly metric: it is February, so you will only be able to enter the metrics for the month of January.
To enter a metric, click in the “Enter data” box. You can also add a comment.
Entering past metrics
The contributions tab also allows you to enter metrics from past periods.
2 solutions are available:
1. Via metric
By clicking on the metric, you have access to a certain number of past periodicities. You can easily modify or add values and comments. The update is done automatically.
You can also see the available history of the metric.
2. Via import
You always have the option to import a history for your metrics via XLS file.
🚨 If you already have metrics in the solution, keep a copy of the initial file in order to re-import it in case of incorrect data entry. To do this, export your metrics from "Contributions"
In order to limit errors, we advise you to keep only the past metrics that interest you in your XLS before. You can therefore delete metric columns not affected by your changes before re-importing the file.
⚠️ The date to be entered in an the file is the first day of the following period.
For example :
For a monthly metric: for the month of January 2022 = 01/02/2022
For a semester metric: semester 1 metric 2022 = 07/01/2022
💡 Remember to check the "Import past values?" button before uploading your file:
II. Enter your metrics via recurring tasks
Unlike entering via contributions, entering your metrics via recurring tasks allows you to enter the current period: January metrics for the month of January etc.
🔎 You can refer to this article to learn how to attach a metric to a recurring task.
The entry of the metric will be conditioned by the completion (validation) of the recurring task.
Go to "Recurring Tasks", select the register where your RT is stored then click on the click on the blue box to access the completion panel.
Switch the RT to "Done" then click on "save". A pop-up appears to enter the metrics associated with your RT.
In addition to the values entered, you can associate a comment if necessary.
Finally, if you wish to modify the values entered for a metric during the performance of a RT, you can click on the performance date that interests you, click on "save" then modify or delete the values that appear in the pop-up.
