Outcomes

The purpose of tracking Outcomes is to evaluate the effectiveness of a community benefit program or initiative, with the ultimate goals of improving the program (Implementation Outcome) or the health of the community (Impact Outcome).  The Outcomes module is a feature that may be displayed or hidden from the CBISA Customization tab in Edit Defaults.  The current default is set to "Show" the module.  To show/hide the Outcomes module tab, access Edit Defaults and open the CBISA Customization tab.  Select/deselect (check/uncheck the box) "Outcomes".

To Add an Outcome:

Open the Outcomes information page by clicking on the main module tab "Outcomes"

Click on the function button Add to activate the data entry screen

Enter a date for the Outcome (i.e., when it was created in the system, planned, or implemented, etc.).  The date automatically populates with the first day of the current active fiscal year.

Create an Outcomes Title, which will show in the browse box on the control panel and in the Relationship Manager.

Enter information into the available text boxes.  The narrative information in the text boxes can be as long as necessary.  The spell check option is available for each text box.  You may also select whether the indicator is short term, intermediate term, or long term by checking the appropriate box.

Click on the function button Save to save your changes. 

The Outcome records are sorted by date and the "Title" will show in the control panel browse box to help you identify the entry.

To Edit an Outcome:

Highlight the Outcome you wish to edit in the control panel browse box

Make any necessary changes and click on the function button Save

To Delete an Outcome:

Highlight the Outcome you wish to delete in the control panel browse box

Click on the function button Delete.  You will get a warning message asking if you are sure you want to delete.  Click OK to proceed with the delete or Cancel.

To Link an Outcome entry:

From the control panel browse box, choose the Outcome entry that needs to be linked.

Hover over the More function control button and select Manage Relationships to activate the Relationship Manager.

Select the appropriate module from the dropdown list.  

Change an unlinked record (left side) to a linked record (right side) by selecting the record and using the arrow at the bottom of the box (or by double clicking on the record).  You may move more than one record at the time by using the "control" key on your keyboard to select multiple entries.  Administrators and Coordinators may link Outcomes to Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Partnerships, Programs, Narratives, and Indicators.  Reporters may link their own pending Outcomes to Programs.

To unlink records, simply move them from the linked box (right side) to the unlinked box (left side).    

Click Save to save your new links.  Saving a change will automatically close the Relationship Manager.  If you have not edited any relationships, use the Close button to close the Relationship Manager.  You may also leave the Relationship Manager open (on the Overview or Detail view) and select additional records from the browse box on the control panel.

Attach a File

To attach an outside file to an Outcome, click on the "Attach a File" link and browse to your document. You may attach up to five files of any type - including Word, Excel, or PDF - to each Outcome record.

To remove an attached file from the CBISA record, click on the "garbage can" icon and then save your record.


See Also:  
Additional Functionality
Save Failed: Ambiguous Fiscal Year