EHS SMART QUICK REFERENCE GUIDE

ADDING INDICATORS

OVERVIEW
The Metrics application helps companies manage indicators, The icon indicates that the indicator is a KPI.
calculate and report performance across the organization.
An Indicator represents a qualitative or quantitative value
that is either entered by an end user (Contributor profile) or
calculated using other indicators and, where applicable,
references to other applications and modules. These
Indicators are then launched globally through a Campaign
Manager record, which allows you to choose the entities and
frequencies for which data should be entered.

The Indicator table manages its records in the form of a tree

structure, which has five levels. Each level constitutes a
node for classifying information. For UTC, these levels have
been carefully defined to best manage not only the
Questionnaire structure (what a Contributor sees), but also
the way data is deployed within the Campaign Manager.

This Quick Reference Guide (QRG) explains how to add

Indicators on the EHS Smart web application (8.10). NOTE:
This activity is intended for Central Administrators only. It is
recommended that anyone performing this activity should
have an advanced understanding of UTC’s configuration to
facilitate continuity of the build.
ACCESSING INDICATORS
Login to EHS Smart and click on Home Page and then click
on the Metrics application. Click on the next to Indicators
and then choose Indicators.
QUESTIONNAIRE TYPES
The two types of questionnaires are created differently.
Therefore, you must clearly define the Questionnaire type
before creating the indicator. For a:
 List Questionnaire you must first create the
questionnaire and then add the Indicators.
 Table Questionnaire you must define the rows and
columns that contain Indicators before you can
create the Questionnaire.

CREATING A LIST QUESTIONNAIRE

When creating a list Questionnaire, you must first create the
Questionnaire with its sections, and then add the
Indicators.

Step 1: Creating a List Questionnaire with Sections

To create a List Questionnaire:

1. In the Indicators page, click to the left of the

parent Topic for which you want to create a
Questionnaire.
The form is displayed.
2. Select "List" in Questionnaire Layout.
3. Complete at least the fields marked with a red
asterisk (*).
4. Click Save.
The List Questionnaire is created.

To create sections of the List Questionnaire:

The Indicators are displayed in the form of a tree structure:
Primary indicators are shown in black.
Calculated indicators are shown in red.
1. In the Indicators page, click to the left of the
Questionnaire.
The new Section form is displayed.
2. Complete at least the fields marked with a red
asterisk (*).

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3. Click Save.
A section is created for your List Questionnaire.
This screenshot shows a List Questionnaire creation form:
This screenshot shows a section creation form:
You must set up the Choice Lists before you can choose
them for Choice List and Multiple Choice List indicators.
Go to step 6.
4. If you choose "Calculated Indicator", choose the
Input type* and the Input Subtype*.
You can choose "Number" or "Choice List".
You must set up the Choice Lists before you can
choose them.
5. If you chose "Calculated Indicator", enter the
formula that you want to use to calculate the
indicator.
You can enter the formula directly in the Numerator*
and Denominator fields in the Calculation Formula
section of the page.
6. In the Properties section of the page select a
Profile, if available.
These Profiles are used to filter the deployment of
campaigns. There must be at least one Profile in
common between the entity in which you deploy
your campaign and the Indicators that you request.
7. Complete the other required fields marked with a red
asterisk (*).
8. Click Save to save the new record and go back to
the list mode, or click Save & New to save it and go
directly to a new creation form.

This screenshot shows the Indicator creation form:

Step 2: Creating Indicators for List Questionnaires

When the Questionnaire and the Sections are created, you
can create the Indicators that will be displayed in each
Section of the Questionnaire.

1. In the Indicators page, click to the left of the section

for which you want to create an Indicator.
The new indicator record is displayed.

2. In the Input Description section of the page choose

whether the Type* of Indicator is:
 "Primary Indicator": entered by the user,
see step 3
 "Calculated Indicator": automatically
calculated using other indicators, see step 4
3. If you choose "Primary Indicator", choose the Input
type* and the Input Subtype*.
You can choose "Number", "Date", "Choice List", "Multiple
Choice List" or "Text".

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