KPI Sets are groups of KPIs which can be set up to provide vital indicators for focused analysis and decision-making. KPI Sets transform individual KPIs into specific sets, giving actionable intelligence to drive meaningful improvements across the trust.
KPI Sets are groups of individual KPIs in your Observatory account. To create a set, you must have some defined KPIs in the system already.
Quick Steps
- Ensure your MAT has KPIs.
- Navigate to Settings.
- Click KPI Sets.
- From here, you can add, edit or delete your KPI Sets.
New KPI Set
To create a new KPI Set, click the Settings cog icon, then KPI Sets, before selecting New KPI Set.
To create a new KPI Set from scratch, click New KPI Set. Give your new template a name and description, then click Save & Choose KPIs. You will then be taken to the Edit KPI Set screen to configure its specifics.
To copy an existing set, select the set you would like to copy from the drop-down on the right of the New KPI Set screen, then click Copy Set. You will then be taken to the Edit KPI Set screen to configure its specifics.
To add a new KPI, click the New KPI button. For more information on individual KPIs, click here.
Note: KPIs created through a set will have a set-specific descriptor. This allows you to adapt a KPI that is more tailored to your specific set. You can create a KPI with a global descriptor through KPI Admin; for more info, click here. Global KPIs can then be added to your set.
To add an existing KPI, click Existing KPI. You will be presented with a pop-up of all pre-defined KPIs in your account, which you can add to this set. Select the desired existing KPI from the drop-down and click the Add Existing KPI to Template button to confirm.
To add the KPI Set to a Layout, click Add/Remove under Layouts and select or unselect the relevant Layout(s).
Edit KPI Set
To edit a KPI Set, open the All KPI Sets page and click Edit alongside the set you wish to make changes to.
To edit the name or description, click Edit Name & Description. Make your changes and click Save to complete the edit.
You can add a person 'Responsible' to each KPI, as well as a 'Frequency' check, to ensure KPIs are being regularly updated and monitored by the person responsible. To add these to a KPI, click Edit alongside the relevant KPI.
You can edit or delete individual KPIs from here by clicking on the relevant icon next to that particular KPI. You can also reorder the KPIs using the drag & drop handles on the right side of each KPI line item. You can alter your set by adding new or existing KPIs.
To add a new KPI, click the New KPI button. For more information on individual KPIs, click here.
To add an existing KPI, click Existing KPI. You will be presented with a pop-up of all pre-defined KPIs in your account, which you can add to this set. Select the desired existing KPI from the drop-down and click the Add Existing KPI to Template button to confirm.
Delete a KPI Set
To delete a KPI set you no longer require, from the All KPI Sets page, click the bin icon.
You will be presented with a confirmation pop-up. If the set is assigned to any layouts, the total number will be displayed here for confirmation.
To continue and permanently delete the set, click Yes, Delete KPI Set.