Defaults-Indicators
An Indicator is selected from a dropdown list on the Indicator record. Indicators are available after they have been built in Edit Defaults. To be useful, Indicator Groups must be four levels deep: Source, Focus Area, Topic, and Indicator. It is the fourth level, the Indicator, that is the part of the Indicator record to which any added Measurements are applied. Without all four levels, the Indicator will not be available for selection from a dropdown list.
To Import a pre-populated Indicator Group from the Frameworks Library:
Choose Options then Edit Defaults (top right corner of screen)
Choose the Indicator Builder tab
Highlight "Indicator Groups" and click on the function button Import. You will be presented with a list of pre-populated Indicator group or groups. Each group contains a Source, one or more Focus Areas, one or more Topics, and one or more Indicators.
To view the available Indicators, expand (click on the plus sign) the Source, Focus Area, Topic and each Indicator. You may choose to include all of the Focus Areas, Topics and Indicators by checking the box next to the Source. To include all of the Topics, check the Focus Area box. To include all of the Indicators, check the Topic box. To include only select Indicators, simply check the box next to the desired Indicator.
After you have selected all of the desired Indicators, click on the Import button (bottom right of screen) or Cancel.
To Add an Indicator Group:
Choose Options then Edit Defaults (top right hand side of screen)
Choose the Indicator Builder tab
Highlight "Indicators Groups" and click Add
Type in a Source description of fifty (50) alphanumeric characters, or less
To make this Source available on the Indicator record, make sure that the "enabled" box is checked. To create the Source, but make it unavailable on the Indicator record, after the entry is saved uncheck the "enabled" box.
Click on Next or Cancel
If known, type in a Focus Area description of fifty (50) alphanumeric characters, or less.
Click on Next or Back
If known, type in a Topic description of seventy-five (75) alphanumeric characters, or less.
Click on Next or Back
Select Math Measure (from the dropdown), What to Measure (from the dropdown) and a Modifier description of one hundred (100) alphanumeric characters, or less.
Click on Save or Back
To Edit an existing Source, Focus Area, Topic or Indicator:
Choose Options then Edit Defaults (top right corner of screen)
Choose the Indicator Builder tab
Highlight the default you wish to change and click on the function button Edit
Make any necessary changes to the entry
Click on Save or Cancel
To Delete an existing imported Source, Focus Area, Topic or Indicator:
Choose Options then Edit Defaults (top right corner of screen)
Choose the Indicator Builder tab
Highlight the default you wish to return to the Frameworks library and click on the function button Delete
Please note: You may NOT delete an Indicator that is in use on an Indicator record.
To Delete an existing custom added Source, Focus Area, Topic or Indicator:
Choose Options then Edit Defaults (top right corner of screen)
Choose the Indicators tab
Highlight the default you wish to permanently remove and click on the function button Delete
Please note: To delete any level (Source, Focus Area, Topic, or Indicator), you must delete from most specific (Indicator) to the most broad (Source). You may NOT delete an Indicator that is in use on an Indicator record.
To Copy an existing Source, Focus Area, Topic or Indicator:
System Administrators or Multi Coordinators with access to more than one Reporting Unit have the ability to copy a Source, Focus Area, Topic or Indicator into a different Reporting Unit.
To copy an Indicator Group (which includes the Source, all Focus Areas, Topics and Indicators), select the Source and click on the function button Copy (far upper right corner of screen, next to Close). You may uncheck the box next to any Focus Area, Topic or Indicator you do not wish to copy.
Select the destination Reporting Unit from the dropdown list.
Select the appropriate target position for the Indicator, Topic, or Focus Area. If you are copying the Source (and some or all of its associated levels), the target position box will be empty and the Source will be copied and properly placed.
To initiate the copy function, click on Copy (bottom right corner of the dialog box) or Cancel.