Removing and Deactivating Metrics
As your company's needs for metrics change over time, Process Designers and Administrators can remove or deactivate metrics that are no longer required for projects at your company. You can remove metrics from projects while retaining their history, deactivate a metric, or remove a metric completely from Accolade, which also removes any data associated with the metric.
For more information, see How Changing Process Models Affects Open and Closed Projects to understand what changes are applied to open and closed projects.
Removing Metrics from Projects While Retaining History
If you have a metric that is no longer in use but whose value and project history is important to retain, hide the metric from displaying anywhere in the project where it could be confused as still being in use.
Important! If you want to retain the value and project history, do not deactivate the metric by deleting it from the process model or by deleting the metric from Accolade.
To remove a metric from a project while retaining its value and project history:
- From the System menu, select Content Sources > Metrics.
To narrow the process model list, search by the process model name, system name, or class.
- Click the name of the metric to open it for editing.
- For each process model in the Models section, clear the drop-downs for each area of the project so neither Edit nor Show display.
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Click Apply to save your changes.
Deactivating Metrics
If you have a metric that is not ready for use in configuration or is not currently in use, you can deactivate the metric. Deactivating the metric keeps the metric in Accolade and also maintains project history.
Important! You can only deactivate metrics that are not in use on any process model, including deleted models that still have projects associated with it. If you remove a metric from a process model, its value and project history are removed from open projects, and the metric is removed from any location where it displays in both open and closed projects. Metric values that were set in closed projects remain in Accolade and are available for reporting purposes.
Do one of the following to determine if a metric is in use on a model:
- For active and inactive models - From the System menu, select Content Sources > Metrics. Click the name of the metric you want to deactivate and view the Models list. The models that contain the metric display.
- For deleted models with associated projects - From the Workspace menu, select Charts & Reports. Click Add New and create an online report that contains the following configuration:
- Columns - From the Models subject, add the Model Name, Model Deleted, Metric Display Name, and Metric System Name columns. You can add additional columns to the report, as necessary.
- Filters - Create a filter on the Metric Display Name or Metric System Name columns.
For example, to search for the Comments - R&D metric, create a filter that contains the word "comments" or "R&D" to return a list of models that contain that specific metric. You can also create a filter on the Model Deleted column to return only information about metrics on deleted models.
To deactivate a metric:
- From the System menu, select Content Sources > Metrics.
To narrow the process model list, search by the process model name, system name, or class.
- Click the name of the metric to open it for editing.
- Clear the Active check box.
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Click Apply to save your changes.
Removing Metrics Completely from Accolade
If a metric is no longer in use and the project history is no longer required, you can remove the metric completely from Accolade.
Important! When a metric is deleted from Accolade, any project data associated with the metric is also deleted.
To remove a metric from Accolade:
- From the System menu, select Content Sources > Metrics.
To narrow the process model list, search by the process model name, system name, or class.
- Click the name of the metric to open it for editing.
- Click Delete.
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