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This is a pre-installed cloud package.
You can begin using it immediately!
Setting up a Manual KPI
When adding a new task in Bizeo:
- Navigate to the folder you wish to add your task to.
- Select 'Add a task to this folder' from the drop down menu.
- Select the Drone "Cloud Drone".
- Select the Data Source "Manual KPI".
- Enter the email address of the person who will be entering data for this KPI.
- Enter the Request Header. This will display as the subject line in the recipient's email inbox.
- Enter the Request Body. This will be a message that will appear within the email body, letting the person know what they need to do.
- Finish setting up the task. The checking period will determine how often the manual KPI data input request emails are sent. E.g. If you set this to once a day, the person you've specified will receive an email once each day asking them to input data. In the email is a link which the person will click on to go to the manual KPI update page and enter the latest value.
- Repeat for each manual KPI you want to monitor.