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Install KPI

The Smart Share Application allows you to install KPIs that have been shared by other Maintenance Connection organizations. Once a KPI has been installed, it will operate against your system data.

When filtered to display KPI, the Smart Share window lists all KPIs available for sharing. KPIs marked with a are available for installation. KPIs marked with a are already installed on your system.

Install an available KPI:

  1. Select System > Smart Share Manager from the Main Menu.

    The Smart Share window opens, displaying reports that have been shared by the community.

  2. Click KPI in the Smart Share Modules pane.

  3. Click the appropriate group in the Groups pane to filter the results further.

  4. Use the Alpha tabs to search for a KPI of a particular name.

  5. Click the KPI you want.

  6. Click View.

    A window opens, providing information about the KPI.

  7. If you want to change the title of the KPI as it will appear in your system, modify the title.

    Remember the title you give to the KPI so that you can locate it in the Dashboard after installation.

  8. Click the Install KPI button at the bottom of the window.

    The window closes and the Smart Share Application opens. The installed KPI should now have the Installed icon .

  9. Click Close.

    You return to the MRO Work Center.

  10. Click the Dashboard button Dashboard icon in the Main Menu.

    The Dashboard displays. Locate the newly installed KPI by using the filter options available on the left side of the page.

    The installed KPI will be stripped of any organization-specific data. You may need to edit the KPI to ensure the correct records from your organization are included.