Update a metric

Update a metric to add goals, metric data, and targets. Associate citations to the metric.

Before you begin

Role required: sn_grc_metric.manager, sn_risk.user, and sn_compliance.user

Procedure

1. Navigate to All > Risk > Risk Workspace > Lists > Metrics > Metrics.
2. Select a metric from the list.
3. On the form, update the fields as necessary.

   Table 1. Update metric tabs and related lists

   Field	Description
   Tabs
   Name	Name for the metric. For example, Number of incidents- ACME Asia.
   Description	Brief description of the metric.
   Metric definition	Metric definition associated with the metric.
   Entity	Entity associated with the metric.
   Enterprise Owner Type	Enterprise owner type who is responsible for the metric. This field is automatically set to display the enterprise owner type.
   Type	Type of the automated metric definition. This field is automatically set.
   Active	Option to mark the metric definition as active.
   Key metric	Option to mark the metric definition as a key metric.
   Enterprise owner	Enterprise owner of the metric definition. This field is automatically set.
   Metric Properties
   Direction	Direction of the metric definition. This field is automatically set.
   Precision	Precision for the metric definition. This field is automatically set.
   Unit	Unit for the metric definition. This field is automatically set.
   Nature	Nature of the metric definition. This field is automatically set.
   Method
   Method Type	Type of method used to collect the metric data.
   Table	Table that is queried for creating the metric definition. This field is automatically set.
   Criteria	Conditions for querying the table. This field is automatically set.
   Aggregate	Method to aggregate the metric definition. This field is automatically set.
   Reference field	Reference field for the metric definition method. This field is automatically set.
   Schedule
   Schedule	Collection frequency for the metric definition. This field is automatically set.
   First run date	Date for the first run time. This field is automatically set.
   Next run date	Date for the next run time.
   Data Collection Details
   Data owner type	Data owner type such as User.
   Data owner	Name of the user as the data owner.
   Approval
   Approval required	Option to be enabled if an approval is requested for the metric.
   Metric data tasks tab	Information about the metric data task, such as name, number, assigned to, priority, and state.
   Related lists
   Goals	Details of the goals associated with the metric, such as name, state, category, start date, end date, owner, and status. To add a new goal, click Add.
   Metric data	Details of the metric data such as start date, end date, value, collector metric data, collection frequency, and type. Start date: The start date is the date the data collection begins. End date: The end date is the end of the period date that determines the interval for which the score is calculated. The end date depends on the frequency of the metric definition. The end date is used for tracking the scores. Every score is time-dependent and it has a reference to the interval end date. Collection frequency: The options in the collection frequency field are: Daily: Score that gets created for each day. Weekly: Score that gets created by the end of the week date (Sunday). Monday is the start of the week and Sunday is the end of the week. Monthly: Score that gets created by the end of the month. Quarterly: Score that gets created by the end of the quarter. For example, Q1 ends on March 31, Q2 ends on June 30, Q3 ends on September 30, and Q4 ends on December 31 in a year. Semi-annually: Score that gets created by the end of the 6-month period. The end date for the semester is June 30 and December 31 in a year. Annually: Score that gets created by the end of the year. The end date for the year is December 31.
   Targets	Details of the targets associated with the metric, such as name, state, owner, start date, end date, type, and measure. To add a new target, click Add.
   Citations	Details of the citations, such as reference, name, authority document, description, and compliance score percentage (%). To add a new citation, click Add.

4. To save the metric, click Save.
5. To delete the metric definition, click Delete.
6. To execute the metric, click Execute.
   A metric data score is created if it doesn’t exist for the current interval. Re-executing a metric or a metric definition for the current interval only updates the score.
7. To visually explore the 360° relationship view of the metric definition, click 360° view.