Prerequisites

  • User must be logged in.
  • A KPI must already exist.

Steps

  1. Open https://app.serviceclarity.com/kpis.html 
  2.  Select the KPI that you want to make changes to.
  3. Select the Edit KPI from the drop down options to the right of the KPI title

What Will Happen Next

A window will pop up allowing you to edit the existing KPI. The fields that can be edited include: 

  • KPI Name - The KPI Name is a short, descriptive unique label for identifying a KPI. 
  • Tags - This is the principal grouping mechanism for linking similar or related KPIs. Tags are used in external report views to group related KPIs. eg. monthly cost
  • KPI Description - Allows you to give a more detailed description of the KPI. Optional, but recommended. 
  • Units - Provide a short, descriptive term for what the KPI represents. eg. minutes, dollars or tickets.
  • Amber Warning - can set the amber warning level target or leave blank for ServiceClarity to analyse amber warning from previous data.
  • Red Warning - can set the red warning level target or leave blank for ServiceClarity to analyse amber warning from previous data.
  • Weekly/Monthly As - aggregate the daily data in Weekly/Monthly display of reports.
  • Maximise or Minimise - choose whether this KPI should be trending up or down.
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