How do I create and post a Metric Form

Metric Forms can be created using the following steps:

• Access Metric Forms in System > Data Management

Re-Posting Existing Metric Forms

• If the HR Data Entry form is what you want to post either monthly or quarterly, select that form and click “Post this Form”

* Enter a Due Date
* Enter a name for your form (example: December Data)
* Enter the effective date of the submitted data (example, do you want all data effective as of 1/1?)
* Enter any additional instructions like “Fill out this form as completely as possible – only enter data for dates between 12/1 and 12/31”
* Click Post

The new form should display on the member’s home page until they enter their data and submit the form.

To save time, Metric Forms can be created in advance.  Just change the instructions before you post the forms.

Creating New Metric Forms

• If you want to create a completely new form, you can turn off the old form by setting it to inactive.

• You will need to first create a Metric Group (System > Data Management > Metric Groups) to store the metrics you wish to capture in your forms.

* Enter a name for your new Metric Group
* Click on Save

Add the metrics that you want reported on to the Metric Group you just created.

* Open up the Metric Group by clicking on ID.
* Add in the metrics you want in that group.

Once that is done, that creates the group of items you will be capturing in your Metric Form.

Now you need to add the created metrics to a form so users can enter their data.

* Click on Add to add a new metric form (System > Data Management > Metric Forms)
* Ente a name
* Set the Metric Form to active (you can do this after you are all done setting up the form)
* Select the Metric Group of metrics that you wish to capture
* Set the Organization Group to Member Organizations - this is the group of individual agencies for which you want to capture the metrics from (i.e., the Metric Form will display on their list of data that needs to be entered)
* Enter some default instructions
* Click Save to save your setup
* Click Post so the form will become available on the Member Organization's screens

To save time, Metric Forms can be created in advance.  Just keep them inactive until you are ready to post and use them.

Information Regarding Instructions

The text entered into the instruction box displays when someone clicks on the file for data collection – it is informational only. It can be used for additional instructions. Only Site Administrators or those with the same account role would have access to the setup for the instuctions and can change them. When the data entry is completed by the individual Member Organizations, that instruction text no longer displays. So, when Metric Forms are added to collect the desired data, such as for additional quarters, Administrators will want to enter a new message for each of the forms.