Within the KPI area is a button titled ‘References’
Within this area you can create your own reference values that sit outside of the categories within Safety. Once created you are able to pull reports for these. The entry for these values once created is a manual process.
Setting up references
1. Click on the ‘References’ button, this will open the reference values area.
2. The reference headings are created within the ‘Define References’ button, click on the ‘Define References’ button
You are able to edit existing reference headings by clicking on the ‘Edit button’, making any necessary changes and clicking on the ‘Save’ button
3. To add a new reference title, click on the ‘Add’ button
4. Input both the singular and Plural for the title
5. Click on the ‘Save’ button.
As in other modules the six dots on each value line allow you to move the order of the references (by using drag & drop for each data line).
A standard value can be set within this area.
Once the references have been defined you can go back to the references landing page and start inputting any values required.
Adding in reference values
1. Click on the ‘Edit’ button, enabling the area to which values can be entered into each box.
2. Enter in the numerical values for each month where required.
3. Click on the ‘Save’ button.
When values have been entered you are able to pull reports on these by using the ‘References’ selection in the KPI breakdown.
Classic Report:
Flex report:
From the References page there is an ‘overall’ classification displayed under the Scope section.
If set to overall Centrik will use these vales as an overall value for your organisation. If you have a multi organisation and multi-AOC and want to split out these values per organisation or AOC, then clicking on the ‘overall’ word for each reference will open a screen allowing this reference value to be split via a ‘Break down’ button (A warning box will be displayed).
Proceeding to click on the ‘Break Down’ button will give you the ability to split values across organisations.