The KPI Management module provides a facility to monitor the length of time between the completion of two or more diary actions.  

For example, commonly used diary actions include “Date Surveyed” and “Quote Sent”.  Adding these actions to a KPI will enable you to monitor the date that quotes are being sent to the client in comparison to the Survey Date. 

Below we can see the “Send Quote” action was completed two days after the Survey date.

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How to Create a KPI

To create a new KPI, the KPI must be created first; after that, subsequent diary actions can be applied to it.

• In Administration > Codes Management, filter by type of KPI in the top-left.  Click Add to create a new KPI.

• Enter the KPI name in the Code Value field and Save.
• In Administration > Moveware Setup > Diary Actions, select the diary action that you would like to add to the KPI.
• Double click on the KPI field. Select the KPI and press OK.

• Repeat the process with any other diary actions that you wish to add.
• Navigate to Quality -> KPI to open the KPI Management screen.  Now the KPI will appear in the KPI Type dropdown.

The screen will now display any Jobs from this point forward that contain these diary actions.  It will display each Job even if the dates are blank or the actions are incomplete. When a diary action is completed, its date will display in green. 

If you would like to view only completed actions, simply click the checkbox highlighted below:

Note: The KPI Management screen will not display diary actions that were added to a Job prior to the diary action being added to the KPI.  It will only display any new diary actions created from this point forward.  Additionally, the KPI screen also will exclude Lost, Cancelled and Sequenced Jobs.  To also display these, set the System Parameters “Show Cancelled & Lost Jobs in KPI Screen” and “Show Sequence Jobs Separately in KPI Screen” to a value of Y.

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Additional KPI Examples

– Delivery date vs. invoice sent

– Container received vs. returned

– Pack vs. Unpack

– Date won vs. coordinator assigned

– Survey date vs. quote sent

– Sending BL to destination/booking agent vs. departure date

– Quote sent vs. follow up

– Send docs to port vs. ETA (Arrival)

– Claim received vs. claim form sent to client

– Customs released vs. delivery date

– Arrival (EXP) vs. delivered by agent

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FIDI KPIs

FIDI/FAIM has a set of Key Performance Indicators that members of the association must use as a standard and which are assessed during FIDI’s auditing process.  These can be effectively monitored in Moveware for compliance by creating KPIs to match the FIDI date requirements.  

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KPI Report

The KPI screen has a print icon on the top-right.  Click this to print the contents of the KPI screen. 

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