.. include:: ../variables.rst .. _targets: Targets ======= Targets are the compliance goals you set for your organization --- "90% overall hand hygiene compliance this fiscal year," "Moment 1 at 95% in the ICU," "Custom PPE audits passing at 85%." Once defined, targets drive the colored bands on dashboards, the pass/fail badges on widgets, the target lines drawn on charts, and the `Met` / `Within Threshold` / `Missed` indicators on reports. To open the Targets list, go to :blue:`Account` | :blue:`Advanced` | :blue:`Targets`. .. _targets.list: Target List ----------- .. figure:: /images/lightmode/targets-list.png :align: center |br| Stat chips show the total number of targets, how many are currently active, how many are inactive, and how many distinct target types are in use. Page Header Actions ^^^^^^^^^^^^^^^^^^^ * ``Add Target`` --- opens the Target editor to create a new target. * ``Export`` --- saves the current (filtered) list to HTML, CSV, or Excel. Filtering ^^^^^^^^^ * ``Search targets…`` --- matches text in the target name. * ``All Types`` --- filter by target type (``Hand Hygiene``, ``Custom Audits``). * ``All Statuses`` --- show ``Active``, ``Inactive``, or all targets. * ``All Targets`` --- filter by period state: ``Active Targets`` (within their start/end date), ``Expired Targets`` (past their end date), or ``Pending Targets`` (start date still in the future). * Refresh --- reload the list. Row Columns ^^^^^^^^^^^ Each row groups by facility and shows: * ``Status`` --- ``Active`` (green) or ``Inactive`` (grey). Inactive targets are ignored by dashboards and reports. **Click the pill itself to toggle the status without opening the editor.** * ``Name`` --- the target name; the moment is shown underneath for per-moment targets (for example *Moment 1 Target*). * ``Type`` --- ``Hand Hygiene`` or ``Custom Audits``. * ``Period`` --- the start and end dates the target applies to. * ``Target`` --- the goal value (for example ``93.2%``). * ``Within`` --- the tolerance band below the goal where results are still flagged as "within threshold" rather than "missed". Row Action Menu ^^^^^^^^^^^^^^^ Click the three-dot icon at the end of any row: * ``Edit`` --- opens the :ref:`targets.editor`. * ``Delete`` --- permanently removes the target after a confirmation prompt. Bulk Selection ^^^^^^^^^^^^^^ Tick the checkbox on one or more rows to reveal the bulk-selection bar. From there use ``Delete Selected`` to remove several targets in one click, or the ``x`` to clear the selection without acting. .. _targets.editor: Target Editor ------------- Click ``Add Target`` or pick ``Edit`` from a row's three-dot menu to open the editor. The editor is organized into three tabs. .. _targets.general: General ^^^^^^^ .. figure:: /images/lightmode/target-detail-general.png :align: center |br| * ``Active`` --- toggle the target on or off without deleting it. Inactive targets are preserved for history but are ignored by dashboards and reports. * ``Name`` --- a label that appears on reports, dashboards, and in the target list. * ``Corporation`` --- the corporation the target applies to. Only facilities under this corporation can be assigned to the target. * ``Description`` --- an optional note describing the intent of the target. * ``Target Type`` --- ``Hand Hygiene`` or ``Custom Audits``. The rest of the form changes based on the type you pick. * ``Audit Type`` --- the specific audit the target applies to (``Hand Hygiene`` for hand-hygiene targets). * ``Moment`` --- ``Any Moment`` applies the target to overall compliance, or pick a specific moment (1 through 5) to target it individually. * ``Specify Period`` --- toggle on to constrain the target to a date range. When off, the target is always in effect. * ``Start Date`` / ``End Date`` --- the period the target is active, shown when ``Specify Period`` is on. .. _targets.facilities: Facilities ^^^^^^^^^^ Pick which facilities under the chosen corporation the target applies to. Check each facility you want included; leave the others unchecked. A target must have at least one facility assigned before it affects reports or dashboards. A target with no facilities assigned is harmless --- it stays in the list but is ignored everywhere else. .. _targets.thresholds: Thresholds ^^^^^^^^^^ .. figure:: /images/lightmode/target-detail-thresholds.png :align: center |br| Thresholds control the three colored bands a target produces on charts, dashboards, and reports: * ``Met or Exceeded Target`` --- the goal value itself. Results at or above this value are shown in the color you pick here. Typical setting: 90% or 95% in green. * ``Within Threshold`` --- the tolerance band below the goal. Results between (target − threshold) and target are shown in the color you pick here. Typical setting: 5% in amber. * ``Missed Target`` --- everything below the within-threshold band. Pick the color to highlight results that missed the goal. Typical setting: red. Click the color swatch beside each line to pick a custom color. Type a percentage into each numeric field; the tolerance fields accept decimals (for example ``2.5``) for fine-grained targets. .. tip:: Colors chosen here drive the dashboard gauges and every chart widget that uses this target. Pick colors with enough contrast to read on both the light and dark interface --- the dashboard toggles between the two. Saving ^^^^^^ Click ``Submit`` to save the target and return to the list, or ``Cancel`` to discard your changes. Dashboards pick up the new target on the next refresh; existing reports use the target at the time they are run. .. _targets.how.used: How Targets Are Used -------------------- * **Dashboard widgets.** Every gauge, bar, and chart widget reads from the list of active targets that match its filter and draws its goal line and color bands from them. Use the :ref:`dashboard` filter bar to switch facilities and see how a different set of targets applies. * **Reports.** The QIP Indicators, Compliance Ranked by PCA, and Certificate of Excellence reports draw target lines and apply the three threshold colors to every data point. * **Color ranges.** When a chart does not have a specific target to apply, it falls back to the global :ref:`Color Ranges` defined for the account.