"Measure Management" Menu Item

Measure management is the core function for organizing and managing measures in your company.

In this area, you create your own measures or record external ones, edit them, and monitor their status.

The status in the tabular view is influenced by setting various date values within a measure.

Setting the following date in the measure details results in:

Start/end date undefined	These two date values are not set, so the measure is not yet scheduled.
Start/end date defined	This status is reached once both date values are defined.
Carried out on defined	This date is defined (should not be before the start/end date).
Due by defined & less than (<) today	This date is defined, and today's date is earlier than the defined date.
Effectiveness check needed	The measure is completed, but the required effectiveness check is missing.
Measure completed/archived enabled	This option is enabled in the measure details, or this status is assigned to a measure via the context menu.

Ribbon

New measure	Creates a new measure.
Copy measure	Copy an existing measure. To do this, select the desired measure and, in the dialog window that appears, select the employees to whom the measure should be assigned.
Delete measure	Removes/deletes the measure.
Start filter/report	Here you can filter the table by the status of the measures.
Start status filter/report	Filter the table here by one of six (6) options: all measures open measures partially fulfilled measures planned measures expired measures completed measures
Start list filter/report	Filter the table here by one of six (6) options: check not passed no complete effectiveness assessment missing actual hours missing effectiveness assessment with open status open measures due to missing proof measures due within the next 30 days
Clear filter	Clears the configured filter and shows the default view with all default columns and all measures.

Double-clicking an individual value in the table opens the measure details.

Status

A measure always has one of these states:

open	The measure is still pending. This means the measure is still being planned and has not yet been carried out, or not all proof has been submitted yet.
planned	The measure is still pending. This means the measure is already scheduled (date set) but has not yet been carried out.
completed	The measure was successfully completed, and all proof has been submitted.
expired	The measure was not carried out within the specified period and has not been made up since.
Archive	The measure is in the archive. It is then no longer shown in measure management, only in the employee details of the assigned employee. Administrators can make all these measures accessible again via annual planning.

The context menu of a row/measure allows direct access to:

Edit measure	Opens the measure details of the selected measure.
Copy measure	Opens an employee selection dialog and "copies" the selected measure for the chosen employees when you click "Apply".
Create interval measure	Opens a dialog to confirm creating a new measure for the associated employee:
Archive measure	Opens a dialog to confirm the action:
Delete measure	Opens a dialog to confirm the action:
Complete measure(s)	Opens a dialog for completing the measure. In this dialog, you can add necessary documents, enter the associated required/actual hours, and set validity periods. Fees can also be assigned.
Open employee details	Opens the employee details of a measure.
CSV export	Exports the current table (including sorting, filters and columns) as a CSV file.
PDF export	Exports the current table (including sorting, filters and columns) as a PDF file.
Refresh data	Refreshes all data for the table.