Amending Scheme KPIs in Partnership Residential

Step 1: Select Our Clients. 

Step 2: (Select the Client) 

If you have ‘Apply Client KPIs’ selected for a Scheme you will not be able to select 'View Scheme KPIs'. If you want to view or amend the Client KPIs select ‘Manage KPIs’. Any changes made to the Client KPIs will affect all Schemes within this Client which have ‘Apply Client KPIs’ selected. 

If you want Scheme specific KPIs and 'Apply Client KPIs' is selected, untick the 'Apply Client KPIs' and the option to 'View Scheme KPIs' will become available. 

Step 1: Select View Scheme KPIs.

Step 2: toggle off ‘Use Default KPIs’ if your Scheme is currently using these, if you would like the Scheme to start using default KPIs (set at account level) toggle this on. If this is off and you want to add Scheme specific KPIs go to step 3.

Step 2: Select ‘Deselect Default Reactive KPIs’ or ‘Deselect Default Inspection List Type KPIs’.

Step 3: Select Edit.

Step 4: Make the desired changes to your KPI’s. (Days must be a whole number between 0 and 730, and Hours must be a whole number between 0 and 23)

Step 5: Select Save.