Create & Manage Indicators
- Harshula Jhala
- Wilmarié Moreland
- Raj Agarwal
This page covers:
Create Project Indicator Records
There are two ways to create Project Indicator records (i.e. add Indicators to your Project):
Add Project Indicators from the Indicators Catalog
This is when users get to select or add Project Indicators to their Project by selecting the Indicators from a catalog of standard Indicators that already exist in the system.
Create a custom Project Indicator for your Project
This is when users get to add custom Project Indicators for their Project and even select if they then want this new Indicator to be added to the catalog of Indicators.
Create Project Indicators from the Indicator Catalog
Navigate to the Project and then to the Indicators tab. There should be a tab labeled “Indicators Catalog”. Select the Indicators that you’d like to add to your Project and click the “Add Selected” button to add them.
Review the Indicators Catalog table by referencing the “Indicator Definition” column.
Click on the Indicator to see more details about it.
Indicators are sorted alphabetically by default but this can be modified by filling out the “Indicator Order” field when creating Indicators. Reach out to your System Admin if you require additional Indicator record sorting.
Visualforce Page Only 10 Indicators are displayed on a single page and you can only select and add the Indicators from the current page before navigating to the next page.
Lightning Web Component Indicators can be selected across pages in the Indicator Catalog, so that more than 10 Indicators may be selected and added to a Project. A badge in the bottom left will display the number of selected Project Indicators.
Search for and filter Indicator records using the QuickSearch bar.
The search and filter functionality allows you to narrow down on specific Indicators from the catalog to select the appropriate ones for your Project.
Visualforce PageClicking on the “Show More” Filters expands the search filters configured for your system.
Lightning Web Component The interface in the Lightning Web Component is slightly different:
Select the appropriate Indicators and add them to your Project.
Once you have reviewed all the Indicators and selected the appropriate ones, you can add them to your Project and start setting targets and adding results.
Create a custom Project Indicator for your Project
Navigate to the Project and then to the Indicators tab. There should be a tab labeled “Selected Indicators” with a button labelled “Add New Custom Indicator”.
Clicking on this button opens a pop-up* that allows the user to create a new Project Indicator.
*Visualforce PageThe Visualforce page pop-up is slightly different but functions in a similar manner to the Lightning Web Component.
Complete the fields in the pop-up to create create a new Project Indicator. Review some of the following sections for guidance on making the appropriate selections when creating Project Indicators:
Indicators to learn more about Data Types and Type of Results
Project Geographic Areas: Assign Geographic Areas to your Project to learn more about Geographic Areas
Reporting Periods: Create & Assign Reporting Periods for your Project to learn more about Reporting Periods
Disaggregation Groups & Disaggregation Values: Slice and Dice Indicators to learn more about Disaggregation Groups
The table given below provides more information in filling out the pop-up. Note that the fields marked as Mandatory need to be populated in order to create a custom Indicator.
Field Name | How to populate the field. |
|---|---|
Indicator Definition | Write the name/number/identification of the Indicator that will be displayed while reporting on the Indicator. |
Data Type | Select from the values in the dropdown. Read more on the Indicators page. Note that the Data Type cannot be edited once the Indicator is created. |
Type of Results (Mandatory) | Select from the values in the dropdown. Read more on the Indicators page |
Reporting Currency | Displayed only when the “Data Type” field is set to Currency. |
Cumulative? | Check this checkbox if the target and result data for this Indicator are already cumulated before data entry for each Reporting Period. Leave the Checkbox unchecked if raw, non-cumulated data is being entered for each Reporting Period. Technical stuff: This field particularly manages how data is displayed on the ‘Result to Date' and 'Total Target’ fields on the Logframes table. |
Reporting Frequency | Select the frequency (duration) at which Results or actuals will be reported for the Indicator. |
Target Frequency | Select the frequency (duration) for which Targets will be reported for the Indicator. |
The Target and Reporting frequency could be different or the same. If the organization sets Targets and reports Results at the same frequency then only the Reporting Frequency field might be used. However, for some Project Indicators, organizations might want to set Targets annually but report Results quarterly. This allows them to track their progress toward their goals over time. The defined Target and Result frequencies will determine which Project Indicators are available for data entry on the Set Targets and Add Results pages for specific time periods. To see what this looks like you can also review the Set Targets and Add Results sections. | |
Geographical Disaggregation | Select if the Indicator is reported for a Country/State/Region etc. |
Disaggregation Group | Select from the disaggregation groups visible in the dropdown. Refer to Disaggregation Groups & Disaggregation Values: Slice and Dice Indicators to learn more about Disaggregation Groups. |
Cross Disaggregation by Sex | Check the checkbox if the Indicator needs to be disaggregated by sex. |
Targets Are Disaggregated? | Only Applicable if the Indicator is disaggregated. (ie. either the Disaggregation Group field is populated or the Cross Disaggregation by Sex field is checked OR both) |
Calculate Total | Only Applicable if the Indicator is disaggregated. (ie. either the Disaggregation Group field is populated or the Cross Disaggregation by Sex field is checked OR both) |
Guidelines | Enter other helpful information about the Indicator or how to fill out its Targets/Results. This information is visible on the Set Targets and Add Results pages. |
Has Baseline? | Check the checkbox if Baseline values need to be reported for the Indicator. |
Include in Catalog | Check the checkbox if the Indicator should be added to the catalog and made available for the use of other projects. If the field is unchecked, the Project Indicator will only be added to the “Selected Indicators” table for the current Project. If this Indicator is later removed from the Project, then it will display in the Indicator Catalog for that Project only, and it does not display in the Indicator Catalog for any other Projects. |
Aim | Only Applicable if stoplights feature is used. |
Reporting Picklist Values | Only Displayed if Data Type is selected as Picklist |
Map Picklist Values to Number | Only Displayed if Data Type is selected as Picklist and “Reporting Picklist Values” field is populated. |
Numerator Definition Mira v.37 onwards | Displayed only when the “Data Type” field is set to Numerator/Denominator Write the name/identification of the Numerator that will be displayed while entering results. Example: Number of children vaccinated against measles |
Denominator Definition Mira v.37 onwards | Displayed only when the “Data Type” field is set to Numerator/Denominator |
Calculation Factor Mira v.37 onwards | Displayed only when the “Data Type” field is set to Numerator/Denominator Enter the value that you want to multiply your (Numerator ÷ Denominator) by. |
Display On | Select if the Indicator is displayed on Set Targets and Add Results tables. Select from the following options:
This field is optional, with the default value set to Both. |
Set Up Validation Ranges
Validation ranges for Project Indicators facilitate better data quality. This feature allows users to set a minimum and maximum value for Quantitative Indicators (where the “Data Type” is either Number, Currency, Percent, or Numerator/Denominator) to be able to check if the Target and Result values entered in the input fields are within the range of expected values. Read more about setting Targets here and about adding Results here. To utilize this feature, the fields “Validation Range Minimum” and “Validation Range Maximum” must be populated on the Project Indicators.
To utilize this feature for Numerator/Denominator results the following fields must be populated on the Project Indicators:
Validation Range Maximum Denominator
Validation Range Minimum Denominator
Validation Range Maximum Numerator
Validation Range Minimum Numerator
For Example, a Project Indicator called Number of trainees should ideally have a Target value between 100 to 500 for a particular organization. In that case the “Validation Range Minimum” field should be set to 100 and “Validation Range Maximum” field should be set to 500.
Setting Validation Ranges will not prevent a user from saving data outside of the Validation Range. It simply gives them a warning and flags the input.
Set Up Indicator Performance Stoplights LIGHTNING WEB COMPONENT
Stoplight icons allow users to view Results’ performance compared to Targets at a glance on the Add Result table. These icons can only be used if Targets are set for the specific Project Indicator. Read more about setting Targets and adding Results.
Here is what is looks like:
Here are the fields that should be populated on the Project Indicator:
“Aim”
“% Threshold Between Red and Yellow” and
“% Threshold Between Yellow and Green”
Display of Stoplights for a Result value
If the Project Indicator’s parent Indicator’s Aim field value is set to increase, the calculation formula is: Result Value / Target Value x 100:
If the calculation is greater than or equal to Threshold Between Yellow and Green, a green stoplight icon is displayed
If the calculated value is less than the Threshold Between Yellow and Green but greater than or equal to Threshold Between Red and Yellow, a yellow/orange stoplight icon is displayed.
If the calculated value is less than the Threshold Between Red and Yellow, a red/pink stoplight icon is displayed.
If the Project Indicator’s parent Indicator’s Aim field value is set to decrease, the calculation formula is: (((Target Value - Result Value)/ Target Value)*100)+100
If the calculation is greater than or equal to Threshold Between Yellow and Green, a green stoplight icon is displayed.
If the calculated value is less than the Threshold Between Yellow and Green but greater than or equal to Threshold Between Red and Yellow, a yellow/orange stoplight icon is displayed.
If the calculated value is less than the Threshold Between Red and Yellow, a red/pink stoplight icon is displayed.
Modify Project Indicator records related to the Project
Visualforce Page Click on the pencil icon next to the Project Indicator to modify it, or Lightning Web Component click on the action menu on the right side of the Indicator record and then click on the pencil icon to modify it (screenshot below).
Make the relevant changes to the Indicator and click “Save”.
Remove Project Indicator Records related to the Project
There are two ways to remove Project Indicator records from a Project:
Delete Project Indicators
Visualforce Page Click on the trash bin icon next to the Project Indicator to delete it, or Lightning Web Component click on the action menu on the right side of the Indicator record and then click on the trash bin icon to delete it. On click of the Delete icon, the user will be prompted to confirm the delete action.
2. When the deletion is confirmed, the Project Indicator record is deleted, along with any of its associated records (i.e. Results, Project Indicator Reporting Period, Project Indicator Geographic Area, etc.). The Project Indicator and its related data are no longer displayed on any of the pages.
Deactivate Project Indicators
Navigate to the “Selected Indicators” tab in the Project Indicators table.
Click on the “Edit” icon and de-select the “Active” checkbox. Click “Save”.
When the record is saved, the Project Indicator record is no longer available for the user to collect data about that Indicator and it will be moved to the “Deactivated Indicators” tab.
Manage Deactivated Project Indicators
Navigate to the “Deactivated Indicators” tab to view a list of deactivated project indicators.
Within the “Deactivated Indicators” tab, users may browse through all deactivated project indicators.
The table displays each record in the first column as a hyperlink and is clickable to the record detail.
By default, deactivated Project Indicators are ordered according to “Indicator Definition”.
Clicking on a column header sorts the deactivated Project Indicators in ascending alphanumeric order, by the selected field. Clicking on the column header a second time sorts them in descending alphanumeric order by the selected field.
The table displays 10 deactivated Project Indicator records at a time. Other deactivated Project Indicators can be accessed by toggling between pages at the bottom of the table.
Reactivate a Deactivated Indicator
Navigate to the “Deactivated Indicators” tab and select the Project Indicators to reactive.
Click on the “Activate Selected” button.
The Project Indicator is then removed from the “Deactivated Indicators” tab and added to the “Selected Indicators” tab.
Refresh when Updates on Relevant Pages affect Indicators
Changes (add, edit, delete) to records that are related to Indicators trigger a refresh banner to prompt the logged in user to refresh the page to see the latest data.
The page can be refreshed to display the latest updates by clicking on the ‘refresh’ button located to the right side of the page. Add, edit, or delete operations on Targets & Results affect the Indicators page.
Lock Project Indicators Mira v1.37 onwards
To lock the data table on Manage Indicators LWC set the “Indicators Locked” field as TRUE. On locking, users will not be able to add, edit or delete any Project Indicators.
On the “Selected Indicators” tab the following buttons are disabled:
“Add New Custom Indicator”
“Edit”, “Delete”, and “Deactivate” buttons for an individual Project Indicator
On the “Indicators catalog” tab the “Add Selected” button is disabled
On the “Deactivated Indicators” tab the “Activate Selected” button is disabled