Build a Measure

First, create a Measure Template. This defines the data you're capturing and sets the chart features. Then create a Measure based on that template. 

Example: a Measure Template for Employee Absences. Each team, dept or site can use that template to create their own Measure. And because they are based on the same template, they are consistent and standardized. The Measures can even be rolled up for a cumulative total in a single Aggregate Measure.

How To video




Step 1 - Create a Measure Template

  • Select Measure Template in the "New Activity" tray
  • Add a Title
  • Chart Types: Run/Control
    • Measure Types: Count (C Chart) and % (P Chart) are the most common selections. Also available are Rate (U Chart), Individual (I Chart), Cases between Events (G Chart), Time between Cases (T Chart)
    • Target vs Actual (percentage or count)
    • Multi-line. Select this if you want multiple rows of data, where each can be a Line, Bar, Area or Not charted. Other options available on multiline measures:
      •  calculations can be added (Formula)
      • Conditional Formatting (color or Flag)
  • Frequency: Daily, Weekly, Monthly & No set timing
  • Label Y Axis (and option to add a RHS Y axis)
  • Numerator and Denominator definition (if applicable)
  • Save

Step 2 - Create a Measure

Note: Many Measures can be created from the one Template. This enables the Aggregate option below.

  • Select Measure in the "New Activity" tray
  • Select the Measure Template (by Title or I.D)
  • Option to edit the Title
  • Select Type: Data Entry (choose this if you are unsure. Most will be this type) or Aggregate

Data Entry

  • Select Start Date 
  • # Columns to start with. You can always add extra columns to a saved / existing Measure (start or end)
  • Assign and Save

Aggregate

This type of Measure is an aggregate (i.e. rolled up count) of all existing Measures linked to this Template. All Measures are automatically link to the Template. Once "saved" you can edit the selection of Measures by clicking on the contributing Measures field. 

How To Create Daily Reports - conditional format



How To roll up Daily data entry Measures - Create an aggregate Weekly or Monthly




How To Edit a Measure Template




How to Edit a Measure - one KPI many Measures




Select Measures to discover more

For more details or to set-up in your organisation contact Support (support@teamassurance.com)

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