Creating a Measure

Create custom measures to be displayed on Safety Huddle submission forms in order to track specific variables, such as the Number of Falls in the last 24 Hours, and offer insight on specific initiatives or goals.

Prerequisites: You must have the 'Manage Measures' function enabled for your role.

  1. Access the Measures page and click New (page 1).
  2. Select the module for where the calculation will be performed.
  3. Enter a name for the new measure. The measure name will be the property by which it is incorporated into a Safety Huddle definition.
  4. Select a function: Count, Count Unique, Min, Max, Average, Sum, Days Since Last.
  5. Begin typing to search for a field.
  6. Note: The list of fields is filtered based on the function selected, i.e., the Count and Count Unique functions populate a list of all fields; the Min, Max, Average and Sum functions populate a list of integer-only fields; the Days Since Last function populates a list of date-only fields.
  7. Select Organization-wide setting:
    • Yes, include all data – measure definition will include all data within the organization
    • No, restrict based on user file access – measure definition will only include data that's within the current user's domain
  8. Select the date range: All dates or Specific dates. The Specific dates option requires you to tell the system the date field to refer to and includes selections such as Today, Yesterday, Last Month, Last number of interval, etc. Last number of interval allows you to enter a specific number of hours/days/weeks/months/quarters/years. Use this selection to create a measure such as 'number of falls in the last 24 hours.' Hours is the only interval field that is time-based so the system will also require you to refer to a time field to support the calculation.
  9. Note: The Days Since Last function does not include a specific date range property, so the Date Range selector will not appear when this function is selected.
  10. Edit conditions, if desired. As with reports, the default condition is to only include New, In-Progress and Closed files. The expression is partially visible in a read-only view. Click Open to open the Expression Editor to edit the File State condition and/or add additional conditions (page 1).
  11. Click Save.

Creating a measure