📖KPI Recording

Purpose of this guidance

This guidance is designed to aid inventory leaders to update records in Sharepoint related to tracking progress on the project.

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Updating Scoping Spreadsheet

If there are any issues outstanding at end of focus period, leave in existing colour and add problem left to be resolved in the notes column.

Updated to 2024 standards apart from CLD as other uncatalogued accessions not yet addressed.

Awaiting disposal decision from CD

Once all processes have been completed and documented for an accession, highlight the relevant row in the scoping spreadsheet in green.

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Updating KPI Spreadsheet

Once all processes have been completed and documented for an accession, or at end of focus period, record progress as appropriate in the row for the relevant quarter and year i.e. Q4 2023/24 in the KPI reporting spreadsheet.

Follow the key in the spreadsheet to identify the data to be recorded. Add to the figure if there is already a value present in the field.