(© 2008 - The Incredible Hulk)
...to your NetSuite Dashboard!
This article will guide you through the steps required to keep track of the number of days without incidents right on your NetSuite dashboard. The metrics can be configured based on the type of business you operate and the goals you want to share with your team.
Step 1 - Create "Incident" Custom Field
To keep track of incidents, you can use the built-in record Event, as it already contains important information such as date and time, and could be attached to any type of entity in NetSuite. The only setting required is a custom field to differenciate the incidents from other types of events. For this, you can create a custom checkbox field on the Event record as illustrated below.
Step 2 - Create an Incident
Once the custom field is created, test it by creating a new event and categorize it as an incident.
Step 3 - Create a Saved Search
To count the number of days since the most recent incident, you need to create a saved search with the criteria you desire.
Step 4 - Configure Dashboard
The final step is to output the saved search results in the Key Performance Indicators portlet.