Indicators: finding them and approving readings

The Indicators list shows the indicators your organisation has adopted; the standard library has its own page. The list opens on active indicators; choose Archived to see retired ones.

Indicator filters

• State: Active or Archived.
• Readings: Measured, Never measured, Pending review, Has drafts.
• Approval: Awaiting my approval (readings you may approve) and Submitted by me (readings waiting for someone else).
• Performance: On track, At risk or Off track, the latest reading against its target, as the dashboard counts it.

Export selected and Export all write the indicators import workbook, so the file can be imported again.

How approval works

A reading is entered, then submitted for review, then verified or rejected. Approving is a right given to a person: someone may approve a reading if they have been made an approver of its indicator or of its project, and they can still see it. Nobody can approve a reading they submitted themselves, not even when they are the only approver; the reading waits for someone else.

Assigning approvers

On the indicator: choose Approvers in the Scope step when you create or edit an indicator, or add them on the indicator’s page; anyone who may edit the indicator can do this. On a person: user management gives a person approval rights for whole projects on their profile, under Approval rights.

An indicator scoped to a programme or to the whole workspace has no project, so only approvers named on the indicator can approve its readings.

After a restore

Approval rights are access settings and are not restored with a workspace backup. After a restore, assign approvers again. Readings already approved keep who approved them and when.