Where to Find Performance Monitors

Performance Monitors can be used in Projects, Groups, and Accounts.


Projects

  • Performance Monitors are located on the right of the project toolbar.



Groups

  • As with projects, Performance Monitor are on the right of the group toolbar.



Accounts

  1. Go to the Accounts Overview page.
  2. Select View Accounts Listing.
  3. Choose the account you want to create a Performance Monitor for.

You’ll find the Performance Monitor option on the far right of the toolbar.





Creating a Performance Monitor

Step 1 – Select the Type of Performance Monitor

Click the Performance Monitor tab and then click +Create new. This opens the Create New Performance Monitors screen.

You can choose from four types of Performance Monitors:

  • 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 Performance Monitor – Copies the title, settings, and targets from an existing Performance Monitor (readings are not copied).
  • Summary Performance Monitor – Summarises multiple Performance monitors in ISMS.online.





Step 2 – Configure Performance Monitor Settings

After selecting a Performance Monitor type, you’ll see the Add Performance Monitor screen, split into four sections:

1. Details

Set the Performance Monitors 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 Performance Monitor 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 Performance Monitor.

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 Performance Monitors type. For example, a Red, Amber, Green Performance Monitor requires two thresholds.

  • For varying thresholds, a new row is created for each reading.
  • For ongoing Performance Monitors with varying thresholds, you can click Add More to create additional rows.




Once you have applied your desired settings, click 'Save Performance Monitor'. Once a Performance Monitor has been created, you can add readings to it.