How to: Set Up Actionable Insights Users and Groups

Actionable Insights collects a large amount of data from various sources in LS Central, runs the data through an analytical calculation functionality, and presents you with the essential business information. Actionable Insights informs you proactively about exceptional situations in your daily operation so you can take immediate action. It is necessary to set up the Actionable Insights Users and User Groups, so that you can access the KPIs that you are responsible for and work on their alerts and notifications.

To set up Actionable Insights Users

To set up Actionable Insights User Group

To set up Actionable Insights User Group KPI Links

To set up Delegation Rules

See also

To set up Actionable Insights Users

  1. Click the icon, enter Retail Users, and select the relevant link.
  2. Select a Retail User in the list, and click Actionable Insights User Setup.
  3. Fill in the E-mail Address for the user to receive the email, if a Notification Rule belonging to the user or their group has been set up to send email when a notification is created. For more information see How to: Set Up Notification Rules.
  4. Select the Actionable Insights Admin. check box, if you would like to assign the user as an administrator. The privileges of an administrator are:
    • To add, edit and delete the entries in the Actionable Insights KPI Packs page, and to perform the Insert Default KPI Packs, Initialize KPI Pack, and Initialize All KPI Packs actions.
    • To edit the settings in the Actionable Insights KPI Setup page, which reside in the Data Group Options and Filter Options FastTab.
    • To edit the entries in the Actionable Insights KPI Families, Actionable Insights KPI Groups, and Actionable Insights KPIs page.
  5. In the Role Center Chart Setup FastTab, you can define how the Alert Overview Charts (Today, This Week and Total), Alert History Chart, and Notification History Chart should be displayed, by configuring their chart types, levels, and filters. For more information see Alert Overview Charts and Alert and Notification History Charts.

To set up Actionable Insights User Group

When the notifications for a KPI are to be assigned to a group of users, the users can be added to an Actionable Insights User Group and then assign it to the relevant Notification Rules. For more information see How to: Set Up Notification Rules.

The Actionable Insights User Group is also used to define which KPIs the user has access to. This in turn will determine which KPIs can be viewed in the various charts in the Action Hub.

  1. Click the icon, enter Actionable Insights User Groups, and select the relevant link.
  2. Fill in the Code and Description fields.
  3. Add members to the group in the Actionable Insights User Group Members page. You can access this page from:
    • The Members action in the Actionable Insights User Groups page.
    • The Group Membership action in the Actionable Insights User Setup page.
  4. Fill in the relevant fields in the Actionable Insights User Group Members page:
    5. Field Description
    User Group Code This field specifies the code of the user group.
    Retail User ID This field specifies the ID of the user that belongs to the user group.

To set up Actionable Insights User Group KPI Links

The Actionable Insights User Group KPI Links are used to link an Actionable Insights User Group with a KPI, KPI Group, or KPI Family. With this, you can define which KPIs the user has access to and determine which KPIs can be viewed in the various charts in the Action Hub.

  1. Click the icon, enter Actionable Insights User Group KPI Links, and select the relevant link. Alternatively, click the KPI Links action in the Actionable Insights User Groups page.

  2. Fill in the relevant fields:
    3. Field Description
    User Group Code This field specifies the user group to be granted KPI access in the Action Hub. The access can be KPI Family specific, KPI Group specific, and KPI specific.
    KPI Family Code This field specifies the KPI Family which the user group will be linked to.
    KPI Group Code This field specifies the KPI Group which the user group will be linked to.
    KPI Code This field specifies the KPI which the user group will be linked to.
    Excluded This check box specifies if this link has the opposite effect. The user group will not have access to the defined KPIs in the Action Hub.

To set up Delegation Rules

You have the option to enable the delegation of notifications created for a defined period to another user, if the user originally responsible for the notification is unavailable.

  1. Click the icon, enter Actionable Insights User Delegation Rules, and select the relevant link.
  2. Fill in the relevant fields:
    3. Field Description
    Retail User ID This field specifies the ID of the original user that is assigned to the notifications.
    Delegation Start Date This field specifies the first date when the notifications will be delegated to the delegation user.
    Delegation End Date This field specifies the last date when the notifications will be delegated to the delegation user.
    Delegation User ID This field specifies the ID of the user that the notifications will be delegated to.
    Active This check box specifies whether the delegation rule is active and notifications will be delegated according to the settings.

For a delegated notification, its information will be shown in the Actionable Insights Notification Card, in the Responsible FastTab with the following fields:

    Field Description
    Active Retail User This field shows the user that is currently assigned or delegated to the notification.
    Delegated This check box shows if the notification has been delegated to another user.
    Original User ID This field shows the user that was initially assigned to the notification.

See also

How to: View and Set Up KPIs

Action Hub