SPMIS User Guide May 2019

I. OVERVIEW OF THE SYSTEM xxx

The Strategic Performance Management Information System (SPMIS) was developed by the
Information Systems Development and Maintenance Services, Information Technology Office.
Systems and Technical Services Sector

II. SYSTEM FEATURES

• Inclusion of validation procedures within the System

• Password protected, levels of access are set specifically for those menus which need
supervision/controls
• Provision of audit trails for all task within the system
• Ensures integrity of data, can detect corrupted or altered files outside of the system
• Inclusion of back-up and recovery procedures

III. OBJECTIVES OF THE SYSTEM xxx

The Strategic Performance Management Information System (SPMIS) was developed to

effectively

• Monitor the performance of the individual employees based on the targets and
commitments indicated in the OPCR, DPCR and IPCR
• Generate promptly and accurately all required reports

IV. SYSTEM SECURITY

• Only authorized user can access SPMIS

• The System is password protected for proper authentication of the user identification
• The user is allowed three (3) attempts to enter his/her valid password, or else the system
is automatically terminated
• The levels of access are set specifically for those menus that require supervisory controls
• Audit trails is provided to log all changes made using the system

V. USING SPMIS

To Start Working with SPMIS

1. Click the SPMIS icon on the desktop. Figure 1

2. Figure 2 Sign In dialogue box is displayed on the screen.

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Figure 2 Sign In dialogue box

3. Figure 3 Upon entering designated user name and corresponding password, SPMIS
screen is displayed on screen.

Figure 3 SPMIS opening screen

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VI. PARTS OF THE SPMIS MENU SCREEN

The SPMIS opening screen is the Initial screen that all users view after signing into the
system. This allows for quick access to the System Setup, Transactions, Utilities and Reports
that all users can rely on.

The SPMIS screen (Figure 4 SPMIS Screen) shows the following:

1. Title Bar. Can be seen on the upper left side of the screen.

2. The SPMIS Homepage (Menu Screen) is found on the left side of the screen. The
SPMIS Opening screen is the initial screen that all users view after signing into the
system. It contains menus that assist with your tasks. These Menus display information
within that present data to users.

Figure 4 SPMIS default screen

SPMIS Panel

1. System Setup
2. Transactions
3. Utilities
4. Reports

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1. System Setup Panel

1 Update Weight Allocation (for all Users except RMBO and individual
Employees)

1 Delivery Unit
2 Organizational Outcomes
3 PCRs Schedule
4 Weight Allocation (for RMBO)

2. Transactions Panel

1 Submitted – SPCR
2 Submitted – OPCR (for RMBO)

1 Submitted OPCR
2 SPCR – COMMITMENT
3 SPCR – Accomplishment (for Sector Head)

1 Submitted DPCR
2 OPCR – COMMITMENT
3 OPCR – Accomplishment (for Office Head)

1 DPCR - Commitment
2 DPCR - Accomplishment
3 Submitted IPCR (for Division Chiefs)

1 IPCR – Commitment
2 IPCR – Accomplishment (for Individual Employees)

3. Utilities Panel

1 System Users
2 User Groups
3 Assign User Access
4 Workload (for RMBO only)

4. Reports Panel

1 SPCR – PDF (for OACs)

1 OPCR – PDF (for Office Head)

1 DPCR – PDF (for Division Chiefs)

1 IPCR – PDF (for Individual Employees)

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VII. Five (5) types of User Login

There are five (5) kinds of User Logins being given to the users. The Panels (menus) and
widgets (options) will be different depending as to what type of user will be.

7.1 System Administrator/Supervisory Level Access/RMBO

Figure 5 System Administrator/Supervisory Level Access/RMBO

System Administrator/Supervisory Level Access/RMBO

1 System Setup
2 Transactions
3 Utilities

7.2 Office of the Assistant Commissioner Access

Figure 6 Office of the Assistant Commissioner Access

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Office of the Assistant Commissioner Access

1. System Setup
2. Transactions
3. Reports

7.3 Office Head Access

Figure 7 Office Head Access

Office Head Access

1. System Setup
2. Transactions
3. Reports

7.4 Division Chief Access

Figure 8 Division Chief Access

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7.5 Individual Employee Access

Figure 9 Individual Employee Access

Individual Employee Access

1. Transactions
2. Reports

VIII. SIGNING OFF PROCEDURES

Click on arrow down button on the right side of the users’ name. Select Log Out to exit the
system.

Figure 10 Signing Off window

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SPMIS homepage screen for the System Administrator/Supervisory Level Access/RMBO

7.1 System Administrator/Supervisory Level Access/RMBO

The selections available to the System Administrator are 1) System Setup 2) Transactions
and 3) Utilities.

Figure 11 Homepage Screen – System Administrator/Supervisory Level Access/RMBO

7.1.1 SYSTEM SETUP

Select System Setup from the SPMIS Homepage and Figure 12 will be displayed
on your screen.

Figure 12 SYSTEM SETUP

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7.1.1.1 Delivery Unit

Select Delivery Unit for Figure 13.

Figure 13 DELIVERY UNIT window

Click Add button for Figure 14

Enter the Year, Office, Description, DUS and Number of DUS
Select Save

Figure 14 ADD DELIVERY UNIT window

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7.1.1.2 Organizational Outcomes

Select Organizational Outcomes for Figure 15.

Figure 15 ORGANIZATIONAL OUTCOMES window

Click Add button for Figure 16

Enter the Year, Name, Description, Parent and DUS
Select Save

Figure 16 ADD ORGANIZATIONAL OUTCOMES window

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7.1.1.3 PCRs Schedule

Select PCRs Schedule for Figure 17.

Figure 17 PCRs SCHEDULE window

Click Add button for Figure 18

Enter the Current Year, Type, PCR Type, Deadline Date, Where to Submit,
Commitment and Period
Select Save

Figure 18 ADD PCRs OUTCOMES window

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7.1.1.4 Weight Allocation

Select Weight Allocation for Figure 19.

Figure 19 WEIGHT ALLOCATION window

Click Add button for Figure 20

Enter the Year, Delivery Unit
Select an Organizational Outcome
Enter Weight
Select Save

Figure 20 ADD WEIGHT ALLOCATION window

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7.1.2 TRANSACTIONS

Click on Transactions from the SPMIS Homepage and Figure 21 will be displayed
on your screen.

Figure 21 TRANSACTIONS

7.1.2.1 Submitted SPCR

Select Submitted SPCR for Figure 22

Figure 22 SUBMITTED SPCR window

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Select the Year and Office/Sector to View or to Return SPCR

Click View SPCR for Figure 23
Click Return SPCR to send said SPCR to corresponding Sector

Figure 23 VIEW SUBMITTED SPCR window

7.1.2.2 Submitted OPCR

Select Submitted OPCR for Figure 24

Figure 24 SUBMITTED OPCR window

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Select Year and Office/Sector to review

Click the View OPCR button to view said OPCR (Figure 25)

Figure 25 VIEW SPCR window

7.1.3 UTILITIES

Click on Utilities from the SPMIS Homepage and Figure 26 will be displayed on
your screen.

Figure 26 UTILITIES

7.1.3.1 System Users

Select System Users for Figure 27

Figure 27 SYSTEM USERS window

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Click Add button for Figure 28

Enter Name
Select Group
Click Save

Figure 28 ADD SYSTEM USERS window

7.1.3.2 User Groups

Select System Users for Figure 29

Figure 29 USER GROUPS window

Click Add button for Figure 30

Figure 30 ADD USER GROUPS window

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7.1.3.3 Assign User Access

Select Assign User Access for Figure 31

Figure 31 ASSIGN USER ACCESS window

Click Add button for Figure 32

Figure 32 ADD USER ACCESS window

7.1.3.4 Workload

Select Workload for Figure 33

Figure 33 WORKLOAD window

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Click Add button for Figure 34

Figure 34 ADD WORKLOAD window

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SPMIS homepage screen for the Office of the Assistant Commissioner Access

7.2 Office of the Assistant Commissioner Access

The selections available to the Office of the Assistant Commissioner are 1) System Setup
2) Transactions and 3) Reports.

Figure 35 Homepage Screen – Office of the Assistant Commissioner Access

7.2.1 SYSTEM SETUP

Select System Setup from the SPMIS Homepage and Figure 36 will be displayed
on your screen.

Figure 36 SYSTEM SETUP

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7.2.1.1 Update Weight Allocation

Select Update Weight Allocation for Figure 37.

Figure 37 UPDATE WEIGHT ALLOCATION window

Click Add button for Figure 38

Enter the year
Select an Organizational Outcome
Enter Weight
Select Save

Figure 38 ADD UPDATE WEIGHT ALLOCATION window

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7.2.2 TRANSACTIONS

Click on Transactions from the SPMIS Homepage and Figure 39 will be displayed
on your screen.

Figure 39 TRANSACTIONS

7.2.2.1 Submitted OPCR

Select Submitted OPCR for Figure 40

Figure 40 SUBMITTED OPCR window

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Select Year for review

Select Data (OPCR of different offices under sector)
Click the View OPCR button to view said OPCR or Return OPCR for revisions

7.2.2.2 SPCR - Commitment

Select SPCR – Commitment for Figure 41

Figure 41 SPCR - COMMITMENT window

Select Year/Data for submission

Click Add button for additional commitment (Figure 42)
Select Year
Select MFO
Encode Outputs, Success Indicator, Individuals Accountable, Allotted
Budget and Remarks
Click Save

Click Submit SPCR button if no revision is required

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Figure 42 ADD SPCR - COMMITMENT window

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7.2.2.3 SPCR - Accomplishment

Select SPCR – Accomplishment for Figure 43

Figure 43 SPCR - ACCOMPLISHMENT window

Select Year/Data for submission

Click Add button for additional accomplishment (Figure 44)
Select Year
Click Copy from Commitment button to fill up selected text boxes with
data from SPCR - Commitment
Select MFO
Encode Outputs, Success Indicator, Actual Accomplishment, Individuals
Accountable, Allotted Budget, Quality, Quantity, Timeliness and
Remarks
Click Save

Click Submit SPCR button when done

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Figure 44 ADD SPCR – ACCOMPLISHMENT window

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7.2.3 REPORTS

Click on Reports from the SPMIS Homepage and Figure 45 will be displayed on
your screen.

Figure 45 REPORTS

7.2.3.1 SPCR - PDF

Select SPCR – PDF for Figure 46

Figure 46 SPCR – PDF window

Select Year/Data
Click Generate PDF button to have a copy of the SPCR in PDF format with an
option to print

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SPMIS homepage screen for the Office Head Access

7.3 Office Head Access

The selections available to the Office Head are 1) System Setup 2) Transactions and 3)
Reports.

Figure 47 Homepage Screen – Office Head Access

7.3.1 SYSTEM SETUP

Select System Setup from the SPMIS Homepage and Figure 48 will be displayed
on your screen.

Figure 48 SYSTEM SETUP

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7.3.1.1 Update Weight Allocation

Select Update Weight Allocation for Figure 49

Figure 49 UPDATE WEIGHT ALLOCATION window

Click Add button for Figure 50

Enter the year
Select an Organizational Outcome
Enter Weight
Select Save

Figure 50 ADD UPDATE WEIGHT ALLOCATION window

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7.3.2 TRANSACTIONS

Click on Transactions from the SPMIS Homepage and Figure 51 will be displayed
on your screen.

Figure 51 TRANSACTIONS

7.3.2.1 Submitted DPCR

Select Submitted DPCR for Figure 52

Figure 52 SUBMITTED DPCR window

Select Year for review

Select Data (OPCR of different offices under sector)

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Click the View OPCR button to view said DPCR or Return DPCR for revisions

7.3.2.2 OPCR - Commitment

Select OPCR – Commitment for Figure 53

Figure 53 OPCR - COMMITMENT window

Select Year/Data for submission

Click Add button for additional commitment (Figure 54)
Select Year
Select MFO
Encode Outputs, Success Indicator, Individuals Accountable, Allotted
Budget and Remarks
Click Save

Click Submit OPCR button if no revision is required

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Figure 54 ADD OPCR - COMMITMENT window

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7.3.2.4 OPCR - Accomplishment

Select OPCR – Accomplishment for Figure 55

Figure 55 OPCR - ACCOMPLISHMENT window

Select Year/Data for submission

Click Add button for additional accomplishment (Figure 56)
Select Year
Click Copy from Commitment button to fill up selected text boxes with
data from OPCR - Commitment
Select MFO
Encode Outputs, Success Indicator, Actual Accomplishment, Individuals
Accountable, Allotted Budget, Quality, Quantity, Timeliness and
Remarks
Click Save

Click Submit OPCR button when done

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Figure 56 ADD OPCR – ACCOMPLISHMENT window

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7.3.3 REPORTS

Click on Reports from the SPMIS Homepage and Figure 57 will be displayed on
your screen.

Figure 57 REPORTS

7.3.3.1 OPCR - PDF

Select OPCR – PDF for Figure 58

Figure 58 OPCR – PDF window

Select Year/Data
Click Generate PDF button to have a copy of the OPCR in PDF format with an
option to print

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SPMIS homepage screen for the Division Chief Access

7.4 Division Chief Access

The selections available to the Division Chief are 1) System Setup 2) Transactions and 3)
Reports.

Figure 59 Homepage Screen – Office Head Access

7.4.1 SYSTEM SETUP

Select System Setup from the SPMIS Homepage and Figure 60 will be displayed
on your screen.

Figure 60 SYSTEM SETUP

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7.4.1.1 Update Weight Allocation

Select Update Weight Allocation for Figure 61

Figure 61 UPDATE WEIGHT ALLOCATION window

Enter the year to view details

7.4.2 TRANSACTIONS

Click on Transactions from the SPMIS Homepage and Figure 62 will be displayed
on your screen.

Figure 62 TRANSACTIONS

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7.4.2.1 DPCR - Commitment

Select DPCR - Commitment for Figure 63

Figure 63 DPCR – Commitment window

Select Year/Data for submission

Click Add button for additional commitment (Figure 64)
Select Year
Click Copy from OPCR button to fill up selected text boxes with data from
OPCR – Commitment
Select MFO
Encode Outputs, Success Indicator, Individuals Accountable, Allotted
Budget and Remarks
Click Save

Click Submit DPCR button if no revision is required

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Figure 64 ADD DPCR - COMMITMENT window

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7.4.2.2 DPCR - Accomplishment

Select DPCR – Accomplishment for Figure 65

Figure 65 DPCR - ACCOMPLISHMENT window

Select Year/Data for submission

Click Add button for additional accomplishment (Figure 66)
Select Year
Click Copy from Commitment button to fill up selected text boxes with
data from DPCR - Commitment
Select MFO
Encode Outputs, Success Indicator, Actual Accomplishment, Individuals
Accountable, Allotted Budget, and Remarks
Click Save

Click Submit DPCR button when done

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Figure 66 ADD DPCR – ACCOMPLISHMENT window

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7.4.2.3 Submitted IPCR

Select Submitted IPCR for Figure 67

Figure 67 Submitted IPCR window

Select Year and Employee

Click View IPCR or Return IPCR to employee concerned

7.4.3 REPORTS

Click on Reports from the SPMIS Homepage and Figure 68 will be displayed on
your screen.

Figure 68 REPORTS

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7.4.3.1 DPCR - PDF

Select DPCR – PDF for Figure 69

Figure 69 DPCR – PDF window

Select Year/Data
Click Generate PDF button to have a copy of the DPCR in PDF format with an
option to print

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SPMIS homepage screen for the Individual Employee Access

7.5 Individual Employee Access

The selections available to the Individual Employee are 1) Transactions and 2) Reports.

Figure 70 Homepage Screen – Individual Employee Access

7.5.1 TRANSACTIONS

Click on Transactions from the SPMIS Homepage and Figure 71 will be displayed
on your screen.

Figure 71 TRANSACTIONS

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7.5.1.1 IPCR - Commitment

Select IPCR - Commitment for Figure 72

Figure 72 IPCR – Commitment window

Select Year/Data for submission

Click Add button for additional commitment (Figure 73)
Select Year
Click Copy from DPCR button to fill up selected text boxes with data from
DPCR – Commitment
Select MFO
Encode Outputs, Success Indicator, Allotted Budget and Remarks
Click Save

Click Submit IPCR button if no revision is required

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Figure 73 ADD IPCR - COMMITMENT window

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7.5.1.2 IPCR - Accomplishment

Select IPCR – Accomplishment for Figure 74

Figure 74 IPCR - ACCOMPLISHMENT window

Select Year/Data for submission

Click Add button for additional accomplishment (Figure 75)
Select Year
Click Copy from Commitment button to fill up selected text boxes with
data from DPCR - Commitment
Select MFO
Encode Outputs, Success Indicator, Actual Accomplishment, Allotted
Budget, and Remarks
Click Save

Click Submit IPCR button when done

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Figure 75 ADD IPCR – ACCOMPLISHMENT window

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7.5.2 REPORTS

Click on Reports from the SPMIS Homepage and Figure 68 will be displayed on
your screen.

Figure 76 REPORTS

7.5.2.1 IPCR - PDF

Select IPCR – PDF for Figure 77

Figure 77 IPCR – PDF window

Select Year/Data
Click Generate PDF button to have a copy of the DPCR in PDF format with an
option to print

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