Indicators and Measurements

An Indicator is a way of measuring your progress toward a stated objective, or intended result.  

To Add an Indicator:

Open the Indicators module by clicking on the Indicators tab on the main screen

From the General page, click the function button Add.

Indicator- Select the appropriate Indicator from the dropdown list.  Indicators are built in Edit Defaults on the Indicator tab.

Additional Information- Free form text box to capture any additional information about the Indicator record.

Term- From the dropdown, select the desired term for the Indicator.  The options are: None Apply; Short term (less than one year, usually for education or gaining knowledge); Intermediate term (between 1-5 years, usually for changes in behavior or action steps); and, Long term (more than 5 years, usually for ultimate health consequences, length of/quality of life rates)

Desired Direction- From the dropdown, select the desired direction for the Indicator Measurements.  The options are:  None Apply; Decrease; Increase; and, Remain Constant.

Click Save to add your new Indicator.

Please Note:  System Administrators, Coordinators (single and multi) and Reporters (single and multi) may add Indicator records.  If a Reporter adds an Indicator, the record is pending until an Administrator or Coordinator imports the record.  

Edit/Delete an Indicator

To edit an Indicator, highlight the Indicator in the control panel browse box, make any necessary edits and then click Save to save your changes.  

To delete an Indicator, highlight the Indicator in the control panel browse box, click Delete and then Delete to permanently remove the record or Cancel.  To retrieve a deleted Indicator, click Undo prior to any other action (e.g., returning to the Goal, editing another record).  

Reporters may only edit/delete Indicator records that they have created that are still in a pending status.

To Link an Indicator:

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

Hover over the More function control button and select Manage Relationships to activate the Relationship Manager, or click the Link button next to the More button.

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 a time by using the "control" key on your keyboard to select multiple entries.  Administrators and Coordinators may link Indicators to Community Needs (CBISA Plus™ only), Goals (CBISA Plus™ only), Partnerships, Programs, Outcomes, and Narratives.  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.

Additional Utilities (for Administrators and Coordinators)

To access different filters, move your mouse over the "More" function control button and choose the "Show Filters" option.  The filtering options for Indicators are:  "All Approved Active Indicator Records", "Pending Indicators and/or Indicators with pending Measurements/Anecdotes" and "Indicators with no Measurements/Anecdotes".

Additional Utilities (for Reporters)

Publish a Record:  To notify an Administrator or Coordinator that an Indicator is ready to be imported, the Reporter can "publish" the record by moving the mouse over the "More" function control button and choosing "Publish Record".  If an Administrator or Coordinator tries to import a record that has not been "published", they will receive a notification that the record is not yet published and they may choose to continue with the import or cancel.

You may add an unlimited number of Measurements to an Indicator record.  Measurements are categorized as Baseline, Actual, Target, or Anecdotal and may have a numerical value (based on the indicator).  Measurements will appear in ascending date order in a table below the task bar as they are added.

Add a Measurement

While on the Indicator record, click the Add button on the Measurement task bar.  In the "Create New Measurement" webpage dialog box, complete the following information:
Date:  Enter the date of the Measurement record
Measurement Type:  Select the appropriate type from the dropdown list 
Value:  Enter the numerical value.  Value will be customized to match the Indicator record.  For example, if the Indicator is "Percent of Persons with Medical Insurance", then the Value label will be "Percent".  
Short Explanation:  Enter up to 50 characters describing the measurement in this text field
Anecdotal Results:  If the Measurement Type selected is Anecdotal, the Anecdotal Results free form text box will activate and allow data entry.
Comments:  Free form text box that will accept unlimited characters

Click Save to add the Measurement to the table, or Cancel.

Edit/Remove a Measurement

While on the Indicator record, select the Measurement from the table and click the Edit button on the task bar.  In the "Create New Measurement" webpage dialog box, make any necessary edits to the existing data and click Save to save your changes.

While on the Indicator record, select the Measurement from the table and click the Remove button on the task bar and then Delete to permanently remove the record or Cancel.  You may not retrieve a removed Measurement with the Undo button.

Reporters may only edit/remove Measurement entries that they have created that are still in a pending status.