NB: This is a paid feature, to activate this feature contact hello@thesocialcollective.co


Objectives:

  • Learn how to activate the Initiative Indicators feature
  • Learn how to set up Initiatives
  • Learn how to add Impact Indicators
  • Learn how to set up Score Cards
  • Learn how to link Indicators, Score Cards and Initiatives to organisations

Activated Feature

Once the activation has been paid for and activated, it will show on the top left of your screen as initiative indicators



Before You Get Started: Setting Targets 


This feature can be used to track overall organisation performance and compliance or individual stakeholders. These different levels need to be considered when adding initiatives and scorecards as well as impact indicators. Best case use is when an organisations is tracking overall BEE spend on stakeholders and in turn each stakeholder will be required to report on individual funding received. 


The targets for the overall organisation will be different to those of an individual stakeholder. 


Adding an Initiative


Initiatives are the projects you would like to track and have your stakeholders report on. Below are steps to be followed when adding an Initiatives: 

  • Log into your platform as a super administrator
  • Click on Initiative Indicators - you will find this at the top of your homepage if the feature is activated
  • Once open, click on Add Initiative
  • A form will open, fill in the details
    • Name the Initiative
    • Set a start and end date
    • Set how often the reports should be done
  • Click Create Initiative



Linking an organisation to Initiatives


Linking an organisation to an Initiative Indicator is done manually. Once you have created your initiative, you can add an organisation to it or you can directly go to the Initiatives Indicators dashboard and add organisations by clicking on the add button.



Select the organisations you would like to add from the drop down list and then click Add organisation(s)


                   


Adding Impact indicators


Impact indicators measure what a project has achieved relative to its aims therefore promoting accountability. Below are steps to take when adding impact indicators: 

  • Log into your platform as a super administrator
  • Click on Initiative Indicators - you will find this at the top of your homepage if the feature is activated
  • Once open, click on Add Indicator
  • A form will open, fill in the details
    • Name the indicator
    • Describe exactly what's to be measured/ reported on
    • The unit measure to be used e.g people, t000, MWh000, Rands/$
  • You can add an estimate/ target for the indicator to help track progress/performance.
  • If need be, you can set the indicator to only be visible to users with super admin rights
  • Click Create Indicator



Once you have created your impact indicators for a particular initiative, you will need to link the indicators to the initiative. Here are the steps to link Impact Indicators to an Initiative: 

  • From the Initiative Dashboard find the initiative you would like to add indicators to
  • Click on the add sign for indicators on the right initiative
  • Select the indicators you would like to link to the initiative 



  • Once you have selected the indicator, click on Add indicator(s)



Creating Score Cards 

Score cards can be created for project tracking, stakeholder compliance or any compliance reporting your company might need.  

  • Log into your platform as a super administrator
  • Click on Initiative Indicators - you will find this at the top of your homepage if the feature is activated
  • Once open, click on Add a Score Card
  • A form will open, fill in the details
    • Title
    • Describe exactly what's to be measured/ reported on
    • Add questions and scores by clicking on Add question 

  • You can add an estimate/ target for the indicator to help track progress/performance.
  • If need be, you can set the Score card to only be visible to users with super admin rights
  • Click Create Score Card



Linking Score Cards to Initiatives

To link Score Cards to initiatives you will need to: 
  • Create an Impact Indicator that mirrors the name of the Score Card Created
  • Follow the steps highlighted above to link the indicators to an initiative related to the Score Card you have created
  • Once that step is completed the number of initiatives will appear on the Score Card Dashboard against the specific Score Card



How to Complete Score Cards

Score cards are completed in the same manner as a form. The only difference is that the Score Card runs calculations based on the inputted answers, this is why the feature does not allow for the uploading of files or text. If these types of fields are needed a corresponding validation form can be created to cater for file uploads and narrative text.

To complete the Score Card: 

  • Find the organisation you would like to complete the score card on by searching on the organisation's page

  • Click on Report Now on the score card

  • Complete the score card form

  • Click Submit when you are done

The scoring will automatically update with each report filled in.


 For more information: