How to Set Up Performance Categories

1. Access the Preset Reports tab of the Reports module.
2. Select the desired Activity from the Activity drop-down.
   Once the Activity is selected, the Activity Reporting Setup link is displayed at the bottom of the tab.
   
   
   
   
3. Click the Activity Reporting Setup link. The Activity Reporting Setup page appears.
4. Select Perf. Category Setup at the bottom of the Activity Reporting Setup page.
   The Performance Category Setup screen appears. 
   
   
   
   
5. Click the Add New Category button.
   
    
   Both the Category #1 and Category Failed panels are automatically added. 
   
   

To set up Performance Categories:

• Specify the Categories for the Activity
• Add Requirements to Categories
• Specify Category Failed

Specifying Categories

1. Choose an existing category or click Add New Category. 

   Each category is numbered sequentially and is presented in its own panel within the Performance Category Setup screen. To remove a category select Delete Last Category.

   
   

2. Enter the name of the category in the Name field.
3. If desired, enter a Category Description to provide a brief summary of the category.
4. Repeat as desired to create categories and then move on to specify the requirement(s).

Adding Requirements to Categories

1. Select Add New Req. button to create a new requirement line with a logical operator between the requirements.
   

   Requirements are made up of two parts in the categories.

   1. Scope: the kind of score the requirement is about.
   2. Check Value: the value the particular score should be compared to. This could be an absolute (50%) or relative value (class average - 2 STDEV).

   The Scope and the Check Value are always separated by the > sign, indicating that the selected score should be greater than the selected check value to fulfill the requirement.

2. Define the Category Requirements using the Requirement Set panel.
   1. From the Select SP drop-down menu, choose the SPs (optional).
   2. From the Must pass drop-down menu, select how many requirements have to be fulfilled.
   3. Select a scope for performance evaluation from the Scope drop-down menu (depending on the condition and level of the criteria).
      
      

   4. Use the < and > indentation arrows to indent the conditions and logical operators to enable the level requirement setup.

      The '>' '<' buttons, next to the check value drop-downs, indent the conditions and operators enabling for complicated and high level requirement setup. Indenting has the same function and parentheses: the first parentheses always stand for the highest indent leading towards the lowest. Conditions have to be met according to this structure as well.

   5. Select a value from the Check Value drop-down menu.

   6. In the text box next to the Check Value drop-down menu, set the numerical value of the condition.
      
      

      The relational sign in front of the Check Value drop-down menu should be interpreted as follows (based on the above example):
      "The Skill Area Score of the 'test result' skill area must be greater than an Absolute Value of 99%".

3. From the Logical Operator drop-down menu, choose the operator (AND, OR) to connect the conditions. 

4. Remove, add or duplicate requirement sets as desired, using the Requirement Set control buttons.

5. When finished adding requirements, move on to specify Category Failed.

Specifying Category Failed

1. Once a category is created via the Add New Category button, the Category Failed is automatically added as well.
2. Scroll down past the categories and their respective requirements to find the Category Failed panel.
3. To define a Category Failed, enter a name into the Name field.
4. Provide a brief description in the Description field.
5. When finished specifying categories, adding requirements and specifying Category Failed, select Save & Return.