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Performance Analytics thresholds

Performance Analytics thresholds

Thresholds define a normal range of scores for an indicator and alert you when certain events occurs, such as when a score reaches an all-time high or low.

When a threshold is triggered the instance generates an email notification. This message is associated with the indicator and the message is directly available via the detailed scorecard.

A threshold can be personal or global. A personal threshold is visible only to the user that created it and appears as a light grey dotted line, a global threshold is visible to all users and appears as a dark grey dotted line. Personal thresholds appear only on scorecards, global thresholds appear on scorecards and time series widgets.

Create a Performance Analytics threshold

Create a threshold to define the range of scores considered normal.

Before you begin

Role required: pa_power_user or admin

About this task

Thresholds can be set for any indicator in combination with a time series and elements of a breakdown.

Procedure

  1. Navigate to Performance Analytics > Scorecards.
  2. Select a scorecard.
  3. (Optional) Select a breakdown and breakdown element if you want to add a threshold to a subset of the data.
    You can also select a 2nd-level breakdown and element.
  4. (Optional) Select a time series if the threshold should apply only to a specific aggregation of the data.
  5. Click the threshold icon (Threshold icon).
  6. Select the condition that triggers the threshold notification, such as when the score reaches an all-time high, or when the score falls lower than a specific value.
  7. (Optional) Clear the Global threshold check box to create a personal threshold. Leave the check box selected to create a global threshold.
    Only users with the pa_threshold_admin role can create global thresholds. Users without this role can create only personal thresholds.
  8. Click Save.

Configure which users receive a threshold notification

Configure which users should receive an email when a threshold is reached.

Before you begin

Role required: pa_admin, pa_power_user, or admin

About this task

This procedure applies to global thresholds. Notifications for personal thresholds are sent only to the owner of the threshold. To configure the message content, modify the PA Threshold Reached notification. See the Notifications documentation for more information.

Procedure

  1. Navigate to Performance Analytics > Indicators > Thresholds.
  2. Open a threshold.
  3. In the Users related list, click Edit.
  4. In the Edit Members screen, use the slushbucket to add members.
  5. Click Save.
    Besides the notifications for each indicator, you can also send notifications with an overview of all indicators for which the threshold is reached.

Configure the threshold comment

The Check PA Thresholds job triggers the PA threshold reached comment script action, which adds a comment for the indicator that has reached the threshold.

Before you begin

Role required: admin

About this task

The comment is displayed when you open the detailed scorecard for the indicator. Configure the threshold comment to display different text.

Procedure

  1. Navigate to System Policy > Events > Script Actions.
  2. Open PA threshold reached comment.
  3. Modify the buildMessage function within the script.
  4. Click Update.

Configure threshold overview notifications

Besides the notifications for each indicator, you can also send notifications with an overview of all indicators for which the threshold is reached.

Before you begin

Role required: pa_admin, pa_power_user, or admin

About this task

This procedures describes how to access the summary notification and change the users who receive the notification as well as the content of the notification.

Procedure

  1. Navigate to System Policy > Email > Notifications.
  2. Select PA Thresholds Notification.
  3. (Optional) Add users or groups to the Who will receive section by clicking the lock icon for either Users or Groups and then selecting the appropriate users or groups.
  4. (Optional) Change the content of the message by modifying the Message field.
  5. Click Update.

Add, modify, or delete a target or threshold

Performance Analytics administrators can add, modify, or delete global targets and thresholds as well as personal targets and thresholds for all users.

Before you begin

Role required: pa_admin

About this task

Personal targets and thresholds are visible on scorecards only to the user that created them. Using the indicator form, you can create personal targets and thresholds for other users, or modify and delete existing targets and thresholds that other users have created.

Procedure

  1. Navigate to Performance Analytics > Automated Indicators, Manual Indicators, or Formula Indicators.
  2. Select the indicator for which you want to add, modify, or delete a target or threshold.
  3. Use the Targets or Thresholds related lists to add, modify, or delete targets or thresholds.
    The related lists display both personal and global targets and thresholds. When you create a new personal target or threshold, ensure that the Owner field is populated.