Complete a KPI collection task from the Source-to-Pay Workspace
A KPI collection task is generated automatically each time a KPI is instantiated. A supplier manager can complete the assigned KPI collection task from the Source-to-Pay Workspace.
[Omitted video] Description: Complete a KPI collection task from the Source-to-Pay Workspace.
Before you begin
Role required: sn_kpi.admin or sn_slm.manager or sn_slm.admin
A KPI is instantiated when:
- A segmentation rule is run.
- A supplier is added to the KPI template.
- An existing KPI template is added to the KPI management tab of a supplier.
Note:
A KPI collection task is also generated when an automated KPI fails to extract data.
Procedure
Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Select the list icon (
List icon.\) and navigate to **Lists** > **Performance management** > **KPIs**.
In the Name column, select the link to a KPI.
Select the Tasks tab.
In the Name column, select the link to a task.
Do one of the following:
- If the requested KPI data is quantitative, in the Quantitative KPI value field, enter a numerical value.
Selected field for entering KPI value.
- If the requested KPI data is qualitative, from the **Qualitative KPI value** drop-down list, select a value.
- If the KPI value isn't available, select the **KPI Value is not available** check box.
- Select Complete task.
Result
The KPI collection task is marked as complete.
Parent Topic:Using Supplier Relationship and Performance Management
Related topics
Using Supplier Relationship and Performance Management
Complete a KPI collection task from the Supplier Collaboration Portal
View KPI data from the List page of the Source-to-Pay Workspace
Manage supplier KPIs from the supplier record page of the Source-to-Pay Workspace