====== PMS ====== ===== PMS Appraisals Reference===== ==== Add Appraisal reference ==== {{:pms:administratorguide:pms:06a_pmsappraisals_add.jpg|}} * **Step 1:** Click on PMS. * **Step 2:** Click on Appraisals. * **Step 3:** Click on Add button. * **Step 4:** - //Appraisal reference:// Enter the appraisal reference. - //From:// Select from the calendar the starting period for the appraisal. - //To:// Select from the calendar the ending period for the appraisal. - //Remarks:// Enter a remark concerning the appraisal. - //Add objectives by models:// Mark appropriate box if objectives are to be added by models. - //Active:// The flag is set active automatically. - //Weightage Type:// Select the weightage type by clicking on the arrow. **Nb:** * The mandatory fields are indicated by the ***** symbol. * You have also the possibility to copy from an existing PMS reference //Predecessor Reference//. - //Appraisal reference:// Click on the arrow and select from the drop-down list the reference you wish to copy. - //Score:// Mark if you want the score to be same as the selected reference. - //Families/Items:// Mark if you wish to copy the Families/Items. - //Mapping:// Mark if you wish to copy the Mapping. * **Step 5:** Click on the Save button to save all your entries. ==== Edit Appraisal reference ==== {{:pms:administratorguide:pms:06b_pmsappraisals_edit.jpg|}} * **Step 1:** Click on PMS. * **Step 2:** Click on Appraisals. * **Step 3:** Select the Appraisal reference you want to edit. * **Step 4:** Click on Edit button. * **Step 5:** Select the relevant field and make necessary changes. * **Step 6:** Click on the Save button to save all your changes. ==== Delete Appraisal reference ==== {{:pms:administratorguide:pms:06c_pmsappraisals_delete.jpg|}} * **Step 1:** Click on PMS. * **Step 2:** Click on Appraisals. * **Step 3:** Select the Appraisal Reference you want to delete. * **Step 4:** Click on Delete button. **Nb:** You will be prompted for confirmation since this process is irreversible. * **Step 5:** Click Ok to continue. * **Step 6:** When deleting process completed click Ok in the message box in order to return to menu. ==== Re-open Appraisal reference ==== {{:pms:administratorguide:pms:06e_pmsappraisals_reopen.jpg|}} * **Step 1:** Click on PMS. * **Step 2:** Click on Appraisals. * **Step 3:** Select Closed Appraisals. * **Step 4:** Select the Appraisal Reference you wish to re-open. * **Step 5:** Click on Re-open Reference button. * **Step 6:** Click on Ok to confirm message of re-opening the selected reference. * **Step 7:** Click Ok to return to menu. ===== PMS Scoring ===== ==== Add PMS Scoring ==== {{:pms:administratorguide:pms:06a_pms_scoring.jpg|}} * **Step 1:** Click on PMS. * **Step 2:** Click on Scoring. * **Step 3:** Click on Add button. * **Step 4:** - //Scoring Description:// Enter a short description for the scoring. - //Remarks:// Enter your remarks for the scoring. - //From:// Enter a start value. - //To:// Enter an end value. - //Default Value:// Enter a default scoring value. **Nb:** The mandatory fields are indicated by the ***** symbol. ==== Edit PMS Scoring ==== {{:pms:administratorguide:pms:06b_pms_scoring.jpg|}} * **Step 1:** Click on PMS. * **Step 2:** Click on Scoring. * **Step 3:** Select the scoring reference you wish to edit. * **Step 4:** Click on Edit button. * **Step 5:** Enter necessary changes * **Step 6:** Click on the Save button to save all your changes. ==== Delete PMS Scoring ==== {{:pms:administratorguide:pms:06c_pms_scoring.jpg|}} * **Step 1:** Click on PMS. * **Step 2:** Click on Scoring. * **Step 3:** Select the Scoring Reference you want to delete. * **Step 4:** Click on Delete button. **Nb:** You will be prompted for confirmation since this process is irreversible. * **Step 5:** Click Yes to continue. * **Step 6:** When deleting process completed click Ok in the message box in order to return to menu. ===== PMS Assessment Scoring ===== This feature determines another scoring value depending on a range of scores. Follow same procedures as **PMS Scoring** above for adding, editing or deleting. {{:pms:administratorguide:pms:06d_pms_assessmentscoring.jpg|}} ---- ===== PMS Families/Items ===== ==== Add Family ==== ==== Edit Families ==== ==== Delete Families ==== ==== Family Scoring Remarks ====