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To specify a different order in which the Project Indicators will display, use the field “STAR Project Indicator Order” on Project. This is a picklist field with values based on the fields that are available on the Project Indicator object. Choose a value in this field to display Project Indicators in alphabetically ascending order according to the selected field. This field will alter the order of the Project Indicators both on the Set Targets and the Add Results component.
For example, if the Project Indicators on Set Targets need to be displayed as per the ascending order of related Objectives that they are related to, select Objective in the “STAR Project Indicator Order” picklist on the Project record.
In order to use the “ampi__STAR_Project_Indicator_Order__c” field, it should be added to the relevant page layout on the Project object.
Additionally, the Project Indicators on the Set Targets table can be sorted by clicking on the Project Indicator column header. They can be shifted from ascending (a-z) to descending (z-a) and vice versa by clicking on the Project Indicator column header.
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Disaggregation Type | How the disaggregated values are displayed in the popup |
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Cross-Disaggregated by Sex | |
Disaggregated by Group | |
Cross-Disaggregated by Sex and Disaggregated by Group |
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For Milestone/Picklist Indicators, the pop-up displays a dropdown for all the disaggregated values.It also allows users to scroll vertically and horizontally. Once a Target is entered, a pencil icon is displayed on the Set Targets table.
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Set Up Validation Ranges
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Validation ranges for Indicators facilitate better data quality. This feature allows users to set a minimum and maximum value for Quantitative Indicators (where Data Type is either Number, Currency, or Percent) to be able to check if the values entered in the input fields are within the range of expected values. To utilize this feature, the fields “Validation Range Minimum” and “Validation Range Maximum” must be populated on Project Indicators.
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Users can click on the “x” on the warning message notification when it first appears and continue entering Target values. The message will not reappear if another value is entered outside the expected range once the warning message has been closed by the user, until the component is refreshed or if the user navigates away from the Set Targets component, returns to it and adds another value that is out of range.
Customize Submit Targets for Review Process
Once data entry is complete for Targets for a given Reporting Period, the “Submit” button can be used to lock the Targets.
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Users are able to submit Targets for multiple Reporting Periods. For example, a user may need to submit Targets for Chile for quarter 2 and the semi-Annual report. They can select multiple Reporting Periods, enter data and then submit.
Users have the option to create workflows that trigger certain actions on the click of the Submit button. For example, clicking on the Submit button can set a specific Status and generate an email notification. On Click of “Submit’ on the Set Targets page, Target_Status__c = Submitted, thus making the Set Targets page uneditable. To make the page uneditable when any other status is selected, the Target_Status__c field can also be configured through a workflow to edit the Targets_Locked__c field which can lock the Target input fields for the selected Reporting Periods and Geographic Area (un-editable so that users can no longer make any changes to the data entered).
On the Set Targets page, the Targets are locked out and display as read-only when
Target_Locked__c = TRUE ,or
Target_Status__c = Submitted for the selected Reporting Period(s).
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Considerations for the Refresh Functionality
Click the Refresh icon (as displayed in the screenshot below) on the Set Targets component to load and reflect the latest data on the Set Targets component along with all the Targets that have been previously recorded. For example, if the Project Indicator Definition is edited or a Geographic Area is marked Inactive, these changes will be reflected once the Set Targets component is refreshed.
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