Menu Item "Measures Management"

Measures management is the core function for the organization and management of training measures in your company.

In this area you create your own or record external measures, 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, i.e. the measure is not yet scheduled.
Start/End Date defined	This status is reached once both date values are defined.
Conducted On defined	This date is defined (should not be before the start/end date).
Execution Until defined & less than (<) today	This date is defined, and today's date is earlier than the defined date
Measure Undetermined	The measure/training requires manual review, because something was deleted or an error occurred.
Effectiveness Review Required	The measure is completed, but the required effectiveness review 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 that appears, choose the employees to whom the measure should be assigned.
Delete Measure	Removes the measure(s).
Assess Effectiveness	Only visible if the function is enabled, and opens a wizard for cross-cutting execution of an effectiveness review.
Refresh Data	Reloads all measure entries from the database.
Q-GUIDE Synchronization	Opens the synchronization wizard between Q-Matrix™ and Q-Guide.
Start Filter/Evaluation	Here you can filter the table by measure status.
Start Status Filter/Evaluation	Filter the table here by one of six options: all measures open measures partially fulfilled measures planned measures expired measures completed measures
Start List Filter/Evaluation	Filter the table here by one of six options: review failed no complete effectiveness assessment missing actual hours missing effectiveness assessment with open status open measures due to missing evidence measures to be conducted in the next 30 days
Clear Filter	Clears the set filter and shows the default view with all default columns and all measures.

Double-clicking a single 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 conducted, or not all evidence has been submitted yet.
planned	The measure is still pending. This means the measure is already scheduled (date set) but has not yet been conducted.
completed	The measure was successfully completed, and all evidence has been submitted.
Eff. missing	The measure was successfully completed, and all evidence has been submitted, but the required effectiveness review has not yet taken place.
expired	The measure was not conducted within the specified period and has not yet been made up.
Archive	The measure is in the archive. It is then no longer shown in measures management, but 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 selected employees when clicking Apply.
Create Interval Measure	Opens a dialog to confirm the task:
Archive Measure	Opens a dialog to confirm the task:
Delete Measure	Opens a dialog to confirm the task:
Complete Measure(s)	Opens a dialog for completing the measure. In the dialog, necessary documents can be added, associated target/actual hours entered, and validity periods set.
Open Employee Details	Opens the employee details of a measure.
Delete Participant Planning	Removes the employee of this measure/training from the associated training schedule
CSV Export	Exports the current table (incl. sorting, filters, and columns) as a CSV file.
PDF Export	Exports the current table (incl. sorting, filters, and columns) as a PDF file.
Refresh Data	Refreshes all the data for the table.