Example of Performance Matrix Approval Process

Approval/control of a performance matrix by one user is available on the matrix page in Web Application.

If you need a performance matrix approved/controlled by several users, you can model a business process.

This process includes the following specific elements:

ELMA KPI activities;
input variable of the Performance Matrix (object) type (fig. 1).

Fig. 1. Process context. Performance Matrix input variable

Fig. 2 shows the graphic model of the Performance Matrix Approval process.

Fig. 2. Performance Matrix Approval process

In this example, a performance matrix is approved by the CCO and the CEO. If the CCO rejects the performance matrix, the initiator will receive a notification. If the CCO approves the matrix, then it is sent for approval to the CEO. Once the CEO has approved the matrix, its status will change to Approved and receive a notification.

Using the performance matrix approval/control process in Web Application

To be able to use the process, you need to open the performance matrix template, find the Approval field, check the Enable box and select Business Process approval type. In the Approval Process field, select the required process from the drop down list. This list displays only those processes, which have an input variable of the Performance Matrix (object) type (fig. 3).

Fig. 3. Performance matrix template. Approval unit

In the same way, you can add a performance matrix control process in the Control unit.

After that, the performance matrix will display the Start Process button (fig. 4). When you click on this button, a performance matrix approval/control process instance starts.

Fig. 4. Performance matrix. Start Process button