What are Partner Sites?

• What is a Partner Site?
• What Data can be partnered?
• Is my data secure even when shared with a Partner?
• How are Partner Sites configured?
• Partner Actions
  • Partnering an Action
  • What data will be shared?
  • What will the Partner site see?
  • How can I view a Partnered Action? 
  • How can I report on a Partnered Action? 
• Partner PIs
  • Partnering a PI 
  • What data will be shared? 
  • What will the Partner site see? 
  • How can I view a Partnered PI? 
  • How can I report on a Partnered PI? 

What is a Partner Site? 

A Partner site is another Pentana Performance site which can share data with you, and access data you have chosen to share. Only selected data will be shared between the two sites, and this is controlled by each sites Site Admin users.  

What data can be partnered? 

There are three types of items that can be shared between partnered sites: Actions, PIs and Documents. Once shared, some elements of the items such as settings, data and notes will appear on both sites, but Ownerships, links and site-specific settings such as Triggers will be unique to each site.  

Is my data secure even when shared with a Partner? 

Each item on your site is stored against a specific identifier denoting the owner of the item. When you choose to share an item with another site, this specific item is also linked to their identifier, allowing them access to, but not ownership, of the item itself. Any data not selected to share is not visible to anyone outside of your site. Your Partner site can delete the shared item, but this will only remove it from their site leaving the item on your site unaffected.  

If you chose to stop sharing any item, it will be removed from the Partner site, including any places it has been used such as Scorecards, Reports and links.  

How are Partner sites configured? 

Once the Pentana Performance support team have received confirmation from both sites, we can link your sites together.  

The Partnered site will appear in your ‘Site Administration’ settings page in Browser: 

 

Figure 1: The Partner list in Browser Site Administration 

And under the ‘Site Setup’ page in Classic: 

 

Figure 2: The Partner list in Site Set-up 

 

Once the Partnership has been set up, each site can select which items they would like to share. Items must be selected for partnering item notebook, either in Classic or Browser.  

 

 

Figure 4: The Partner Panel in a PI Notebook in Classic 

Partner Actions 

Partnering an Action 

Select ‘Action Central’ from the Actions menu in Classic, and search for the Action you want to share. Within the Action notebook there is a ‘Partners’ panel, where you should see a dots-in-the-box. Click on this, and an add/remove will appear where you can select which Partner Site to share your Action with. All your Partnered sites will be available for selection here. If a parent Action is partnered, the sub-Actions will also be shared. A partnered Action will be identified by a ‘rider’ icon on the status icon, a blue arrow overlaid on the Action status icon. 

 

The remaining set-up for the partnered Action must be done on the Partner site, including configuring ownerships, links and site-specific settings.  

What data will be shared? 

There data visible and shared between the two sites is: 

• Main configuration of the Action, except for customer fields.  

• Notes added on either site. You can identify a user who has entered a note that is not on your site by the rider icon next to their name. There will be no hyperlink on this user name, as with users on your own site, as you can’t link through to their details.  

 

• The Partner Panel. The partner site will show where the Action came from, this can be seen in the Partners folding panel. 

• Action schedules.  
• Action Audit Trail, so that both sites will be able to see all the changes made to the Action in any location. 

What will the Partner site see? 

Each site will see their own: 

• Ownerships will not be copied across to the Partner site. As there is no ownership when you first link the Action to a partner, the Partner sites ownerships must be set by the Site Administrator.  
• Triggers are set locally to each site, so if an Action has a trigger setup on the source site this is not duplicated to the partner site.  The Partner site cannot set up triggers on the item. 

  

 

 

  

How can I view a Partnered Action? 

Once the Action has been assigned to the partner site it can be used in the same way as any other Action and can also be included in a scorecard – it will be returned in results from a query and be included in a report. 

In Browser, add and remove search features include a filter to specify which Partner sites shares items you would like to search, or alternatively search all sites.  Items which are Partnered will show the Partner name in a badge next to the item name. 

 

Figure 5: Searching for a Partnered item in Browser 

How can I report on a Partnered Action? 

Partnered Actions can be reported on in the same way as usual Actions, except for additional fields used to report on the ‘Origin’ and who the Action has been ‘Shared With’. These can be found under the ‘Action’ fields in Report Layouts.  

  

The origin field will show the site it was created on, even if an Action has not been shared from or with another site.  The ‘Shared with’ field will only show information if it is an Action you’ve shared another site, otherwise this will show blank. 

 

Partner PIs 

Partnering a PI 

Select ‘PI List’ from the PI menu in Classic, and search for the PI you want to share. Within the PI notebook there is a ‘Partners’ panel, where you should see a dots-in-the-box. Click on this, and an add/remove will appear where you can select which Partner Site to share your PI with. All your Partnered sites will be available for selection here. A partnered PI will be identified by a ‘rider’ icon on the status icon, a blue arrow overlaid on the PI status icon. 

 

The remaining set-up for the partnered PI must be done on the Partner site, including configuring ownerships, links and site-specific settings.  

What data will be shared? 

There data visible and shared between the two sites is: 

• Main settings of the PI, except for customer fields.  
• PI Data. Data can be added to the PI on both the partner and source site, depending on permissions.  This includes adding data via the import spreadsheets, where the PI needs to be referred to with the ‘Source’.’PICode’ notation, and via the PI Updates views. 
• Notes added on either site. You can identify a user who has entered a note that is not on your site by the rider icon next to their name. There will be no hyperlink on this user name, as with users on your own site, as you can’t link through to their details.  

 

• The Partner Panel. The partner site will show where the PI came from, this can be seen in the Partners folding panel. 

• Annual Targets. Each site can have their own different types of annual target, and to allow you to see the annual target used in a partner PI in the annual target screen indicates the site the target has originated.  For example, a PI has an ‘Annual’ target and as it’s a partner PI it also shows the ‘training.Annual’ target to indicate this value comes from the training site.    

 

What will the Partner site see? 

Each site will see their own: 

• Formula Settings. The source site is the only place that you can configure the partner PIs formula; this can’t be done on the Partner site.  Therefore, if you want to use a PI that is only on the partner’s site as part of the formula calculation it needs to be shared with you to enable you to use it within the formula. You would enter the formula as normal, but you would refer to the PI with the ‘Source’.’PICode’ notation 

• Charts. These will work in the same way with partner PIs as with other indicators, you will not notice any difference when using these PIs within a chart. Default Charts will not be copied from the Source site, so a local Chart must be set in this instance.  
• Benchmarking Data. Each site will see their own local benchmarking data if they are included in a local benchmarking group. If a PI is a statutory PI, then you will see the statutory benchmark against both sites provided they have the same groups assigned to them.   
• Ownerships will not be copied across to the Partner site. As there is no ownership when you first link the Action to a partner, the Partner sites ownerships must be set by the Site Administrator.  
• Triggers are set locally to each site, so if an Action has a trigger setup on the source site this is not duplicated to the partner site.  The Partner site cannot set up triggers on the item. 
• Web Publishing. Only the originator of the PI can select this PI for web publishing; the web publish tick box on the PI Data Tab is therefore only available to the originator. 

• PI Audit Trail, so that both sites will be able to see all the changes made to the PI in their local sites. 

 

 

 

 

 

 

  

How can I view a Partnered PI? 

PIs which have been shared will appear on the Partner site with a partner site prefix, displaying the source of the PI such as ‘training.’.  

Once the PI has been assigned to the partner site it can be used in the same way as any other PI, this can be included in a snapshot, a scorecard – it will be returned in results from a query and be included in a report. 

In Browser, add and remove search features include a filter to specify which Partner sites shares items you would like to search, or alternatively search all sites.   

How can I report on a Partnered PI? 

Partnered PIs can be reported on in the same way as usual Actions, except for additional fields used to report on the ‘Origin’ and who the PI has been ‘Shared With’. These can be found under the ‘PI fields in Report Layouts.  

 

The origin field will show the site it was created on, even if an PI has not been shared from or with another site.  The ‘Shared with’ field will only show information if it is an PI you’ve shared another site, otherwise this will show blank.