Function status

A Function Status is used to find the values that signal goal achievement. E.g., red can indicate poor results, green can indicate goal achievement.

In order for a Function Status to indicate status you must enter the limit values for each status color in Limits. In a Function status you can use functions to calculate the limit values.

The current period's results are checked against the limit values. The results are based on one or more functions that are created under the status object.

A Function status can be added to a Scorecard, Perspective, Strategic objective or a KPI.

How to create a Function status in Configuration Studio

To create a Function status right click the parent object to which it belongs in the BMP Model panel and choose Add -> Business object -> Function status.

Properties

General

Name - the name "Result" is generated automatically but it may be changed.
Description - an optional text describing the object.

Column configuration - choose the properties to be displayed. By default, each object is configured to show a given set of properties, but you can change which properties to show and in which order. To change whether a property is visible or not, click the icon to the right and choose between "visible", "hidden" or "not available" in the Visible column. Web users can select to hide columns that are "visible" or show ones that are "hidden" by clicking the downward arrow on a column heading on the web; they will not see items with "not available". Use the arrows on the right to change the order.

Status & Progress

Status type - click the icon to the right to choose the status type to use. New Status types can also be configured here. See Status types for more information.
Weight - the weight factor of this object. Indicates the importance an object has in relation to other objects at the same level.

Limits

Limit values - A function or value must be entered for each color in the status gauge. The functions on the far left and far right specify what will give maximum and minimum on the status gauge. The other functions specify the limits between the other colors, e.g. between green and yellow and between yellow and red. The limits that are calculated will be used for all future periods or until new values are entered. See Calculating Status and Trend for more information.

The entire number must be calculated or entered in the limit fields for the status icon, i.e. formatting is ignored. E.g. to enter a limit of one million on a KPI you must enter 1000000, even if the KPI is formatted to show millions.

The limits can support positive and negative values by using an ABS function, providing the limit values are symmetrical. If they are not symmetrical you must use an IF function.

When an alternate (larger) period type or YTD is selected on the web, the limit values will be as defined in the Function status object, but the results for the whole period will be added together before the status and trend are calculated. E.g. if "quarter" is selected instead of "month" the results for the 3 months in the quarter will be summed and the sum will be compared with the limit values to find status and trend. Be sure to take that into consideration when you create your Limit functions.

Visibility

Border style - choose the style the object should have:
- Frame and Title bar
- Frame only
- None
Visible - select how the object should appear on the web:
- Visible
- Not visible
- Only visible for Admin - shows the object on the web only for users with admin user role; this applies everywhere, e.g. breadcrumb, organization tree, page content, Reporter, searching, filtered lists, maps, and Workflow.
This can be useful e.g. when adding new elements to "live" objects.

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Layout

Columns large screen - the number of page columns the object spans across on Web on a large screen device.
Columns medium screen - the number of page columns the object occupies on Web on a medium screen device.
Columns small screen - the number of page columns the object occupies on Web on a small screen device.

The maximum number of page columns is 6. Hence, for the object to span across the entire page, set the value of '6' for the device type.

For the object to span across half the page, set the value of '3'. For the object to span across a sixth of the page, set the value of '1'.
Page setup - click the Page Setup button () and select a page setup for children objects to the object. The object itself doesn't use the setup. You can create and configure page setups in Shared web items.
Header style - select the header style for the object.
- Inside - displays the object's name together with the object header on Web.
- Outside - displays a divider between the object's name and the object header on Web.
- None - displays the object without its object name.
Border style - select the border style for the object.
- Line - displays the object inside a frame on Web.
- None- displays the object without a frame on Web.
Shadow - check to display a shadow around the object on Web.
Show status as - select which icon to show in the Title bar. You can choose between:
- Status gauge icon
- Bullet icon
- No icon
Transparency - enter a value for how transparent the object is on Web.

The value range is between '0' to '100', where '100' represents that the object is fully transparent.
Header color - click the Edit button () and select a color for the object header.

You can create and configure colors in Shared web items.

For optimum design, Corporater BMP recommends you don't use bright gradients or transparent pastels as header colors for table headers.
Font color - click the Edit button () and select a color for the object's text font.

You can create and configure colors in Shared web items.
Container - click the Edit button () and select a container for the object.

The container represents the page tab on which the object displays on Web.

You can create and configure containers for page setups in Shared web items.
Show on large display - select for the object to display on devices with a large display.
Show on medium display - select for the object to display on devices with a medium display.
Show on small display - select for the object to display on devices with a small display.
Tab - the page tab to display the object on Web.

You can create and configure new tabs in Shared web items.

Features

Show tools - displays the Function menu next to the name of the page that contains the function status on Web.
Visible - select how the function status displays on Web on a page and in any other page element that includes it, such as the breadcrumb, the organization tree, search results, filtered lists, maps, reports, and workflow items.
- Visible
- Not visible
- Only visible for Admin - displays the function status on Web only for users with Administrator rights.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.