Scheduling Metric Calculations

To ensure metrics calculate and to prevent unnecessary recalculations, Process Designers have the ability to assign events to define when and how often a metric will calculate. Assigning a metric to calculate at a scheduled occurrence or a project event limits disruption to the system and minimizes data buildup of metrics recalculated during other Accolade actions. While metrics may be assigned to multiple events or occurrences be cautious when configuring metrics to prevent duplicating calculations. Additionally, if metrics are assigned to calculate on any associated change, the metrics will recalculate on specific actions or linked updates.

The procedure below describes how to assign metrics to calculate at a specific time or event. For information about calculated metrics see Creating Metrics Using Expressions (Calculated Metrics).

To assign a metric calculation event:

1. From the System menu, select Content Sources > Metrics.

To narrow the metric list, search by the metric name, system name, or category.

2. Do one of the following:

• To add a new metric - Click Add New in the upper right corner of the page.
• To edit an existing metric - Click the name of the metric to open it for editing.
• To create a metric based on an existing metric - Click in the Copy column to create a copy that can be used as a base to build a new metric.

3. Create the basic metric and click the Calculated Formula and Events tab.
4. Select any of the following to set when calculations occur:

• Calculate on any associated change.

• On project events. More...

  Event	Description
  Create	Set a metric to calculate when a project is created in Innovation Planning, a layout, from the Workspace menu Add New, WebAPI, and Idea Submission. Ensure metrics scheduled to calculate only on project create do not reference team leader metadata if the default project manager metric is set.
  Migrate	Set a metric to calculate when a project migrates. The calculation occurs on the original project at the time of migration before the project is closed.
  Re-Open	Set a metric to calculate when a project that was previously closed is reopened. If a model has changed while the project was closed, a metric may not calculate correctly when the project is active again.
  Close	Set a metric to calculate when a project closes to ensure metric values are finalized. Once a project is closed metrics will not calculate again.
  Phase Change	Set a metric to calculate when a project moves forward or backwards in phases. Project phases move forward when a gate decision is set to Go or Conditional Go. Project create does not constitute a phase change for scheduled metric calculations. Project complete constitutes a phase change for scheduled metric calculations. When the final gate has been set to Go, the scheduled phase change metric will recalculate.

• Schedule date and time events. More...

  All dates and times are configured and based on the local time of the application server.

  Event	Description
  Daily	Schedule a metric to calculate at a specified time each day. Consider the quantity of metrics selected to calculate daily.
  Monthly	Schedule a metric to calculate at the same time of day, on the same day of each month.
  End of Month	Schedule a metric to calculate at the same time each month. The end of month date dynamically changes based on the date each month falls on. For example, a metric will calculate on March 31st and April 30th, as April 31st would be invalid.
  Quarterly	Schedule a metric to calculate at the same time every three months from a specified month.
  Yearly	Schedule a metric to calculate annually on the same date and time.

5. Click Create to create the new metric or Apply to save changes to an existing metric.

Notes:    Administrators can view existing metric definitions, but cannot add or modify metrics. More than one occurrence or event may be assigned to a single metric. Due to the disruption calculations may have to the system, schedule time intervals to occur when traffic on the server is minimal. If a metric is assigned to calculate on project migrate and project close, the metric will only calculate once. Metrics configured as rich text cannot be used in calculations.