Understanding & Configuring Maintain Measures

Bec Lee
Customer Education Manager

In this video, I will explain what maintain measures are used for and provide a step-by-step guide on how to set them up. I will discuss different target types, including maintaining above, maintaining below, and maintaining between. I will also explain the parameters involved in each target type, such as lower limit, upper limit, lower critical, and upper critical. By the end of the video, you will have a clear understanding of how to use maintain measures to track and manage your objectives effectively.


Hello. In this video, I'm going to explain to you what maintain measures are used for and how to set them up. So if you're creating a new measure, a success criteria for an objective among your plans. You'll notice in the tracking section of the measures set up, well, a couple of different target types.

The first one is pretty straightforward where we want to reach a certain target, but believe that there are a couple of other options that are a bit more detailed.

So starting off, we have to maintain above measure, and a maintain above setting is going to let you set a parameter that is going to essentially dictate what the lowest acceptable measure is or value is for this measure, and you want to keep the value above that. So in this case, we want to maintain above ninety percent.

So on the setup side, if we are using that option to maintain above, we'll set the lower limit option for the measure. And then the lower critical, which is if it's below that, it will be behind.

And then the max value, which will be just the cap essentially. So in this case, in the setup of this example.

The lower limit is ninety. So we want to maintain above ninety. The lower critical is eighty. So anything below that will be at risk and the upper limit is the one hundred.

On the other hand, we also have the ability to create a maintain below target. So in that case, we'll set an upper limit. So we want to maintain below the certain value, and then we'll set a minimum value in upper critical, which means we don't wanna go above that. One.

So for an example of this case, then maintain below if we check out this goal here, maintain below. As we can see, we want to maintain below this ten percent here. So anything above that is going to be at risk or behind. And as long as we are beneath that certain value, where we'll be tracking on track.

So in this case, that upper limit is ten percent, and we want to maintain below that.

The final option we have with these maintain options is maintain between. So with a maintain between target, we'll set both a lower limit and an upper limit. Anything within that range of values will be considered on track. And then we'll also have a lower critical and an upper critical.

So if we are with outside of the lower and upper limits, but still within that lower and upper critical will be counted as at risk. If it is anything outside of those criticals, it will be behind. So that's what we wanna set up with these parameters. So in this example case, you can see we have got the maintain between a sixty to seventy percent.

So anything within those parameters will be on track. If we are outside of those, it'll become at risk. So we want to maintain within that certain, option.

So as you can kind of imagine, there are a couple of different use cases for these. If we're wanting to maintain between, it might be something like a customer satisfaction score. We might wanna keep it between ninety and one hundred percent. Anything within those is acceptable.

If we're tracking something like budget or resources, meanwhile, when use a maintain below where we want to keep it beneath a certain parameter and then maintain above. Of course, something similar maybe want to keep employee satisfaction, something above eighty percent to one hundred. So we want to keep it above that certain number. But that's how we go about setting up those maintain measures and a little bit of extra description on what we would use them for. Hopefully, that helps.

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