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Setting up the tenant System Settings in the Admin menu
Update the default chart types and measure types for new measures
Load a new system measure for the bulletin board
Load a new logo for your home page
Enable measure overdue notifications
The admin screen called System Settings is where you will globally manage your tenant settings. The following items can be set and adjusted by the administrator as needed.
Images: Two images can be uploaded in the tenant that appear in the top banner.
Default Chart Type: The administrator can set a default chart type for all new measures. The chart type can be adjusted for individual measures as needed.
Chart Dates: The administrator has three options on how measures will be charted.
Today: Charts will start at today’s date regardless of the last date a value was inputted.
Last Value: Charts will start at the last date a value was entered.
Custom: A custom date range can be set.
Performance Chart: If your organization is using performance path charting, the administrator can define default performance path elements. This can be overridden at the individual measure level.
Measure Code: The administrator can lock down the measure code field so only administrators can edit measure codes.
Email Notifications for Overdue Measures: Administrators can enable or disable automatic email notifications for when measures are overdue. Measure owners will receive notifications no more than twice a week that they have a measure that needs their attention. Administrators can also set a bcc notification so a second person such as an administrator is notified of overdue measures.
System Message: Administrators can set a message on the side bulletin board for their Results users. URLs are allowed in the bulletin board space.
Please watch the video for a walkthrough of these functions.