Associating KPIs with user groups

Associate KPIs with user groups to enable them to display only the KPIs that are associated with their user group in the KPI list.

Note: You can only assign KPIs to user groups for which Public has not been selected.

To associate KPIs with user groups:

  1. Open the KPI Codes form.
  2. Select the KPI with which to associate user groups, and then click the User Groups tab.
  3. Click Add User Group.
  4. User Group—Enter the user group to which to associate the KPI. The system automatically populates the user group description.
  5. Click Submit.