Where to Find KPIs
KPIs can be used in Projects, Groups, and Accounts.
Projects
- KPIs are located on the far right of the project toolbar.
Groups
- As with projects, KPIs are on the far right of the group toolbar.
Accounts
- Go to the Accounts Overview page.
- Select View Accounts Listing.
- Choose the account you want to create a KPI for.
You’ll find the KPI option on the far right of the toolbar.
Creating KPI
Creating a KPI
Step 1 – Select the Type of KPI
From the KPI tab, click Add KPI. This opens the Create New KPI screen.
You can choose from four types of KPIs:
- Red, Green – A binary measure indicating whether a target has been met. Readings above the threshold are green; those below are red.
- Red, Amber, Green – Measures three performance levels with two thresholds.
- Red, Amber, Green, Exceptional – Measures four performance levels with three thresholds.
- Measure Only – Records inputs without targets.
You can also:
- Copy a KPI – Copies the title, settings, and targets from an existing KPI (readings are not copied).
- Summary KPI – Summarises multiple KPIs in ISMS.online.
Step 2 – Configure KPI Settings
After selecting a KPI type, you’ll see the Add KPI screen, split into four sections:
1. Details
Set the KPI’s name, description, reference number, association, and assignee.
Note: The Name field cannot be left blank.
2. Scoring
Choose how readings should display.
- You can apply a currency, percentage, or unit metric.
- Supported currencies include: GBP, EUR, USD, CAD, NZD, AUD, ZAR.
Note: The Scoring field cannot be left blank.
3. Frequency
Set:
- How often readings occur.
- How long the KPI will run.
- The start date.
- Reminder notifications.
Once set, the frequency cannot be changed. If you need a different frequency later, you’ll need to create a new KPI.
4. Threshold
Control how performance thresholds are applied:
- Fixed – Thresholds remain the same for each reading.
- Vary Over Time – Thresholds can change with each reading.
- Choose whether higher or lower values are better.
The number of threshold fields shown depends on the KPI type. For example, a Red, Amber, Green KPI requires two thresholds.
- For varying thresholds, a new row is created for each reading.
- For ongoing KPIs with varying thresholds, you can click Add More to create additional rows.
Once you have applied your desired settings, click 'Save KPI'. Once a KPI has been created, you can add readings to it.