(1) Before you start


Before you can create an indicator you must:


  • Have the 'Plan administrator' role.  Depending on your community, the name for this role may be different.
  • Be on the indicator tab in the performance app



Screenshot - How to access the indicator tab


(2) Filters


The indicator tab uses filters to select which type of indicators are visible.  The filter has the following options:


  • Assigned to me - Indicators where the workflow is assigned to you
  • All processes - All indicators
  • Overdue processes - Indicators that have been created, but not approved in ten days
  • Completed processes - Indicators that have been approved
  • Pending process - Indicators waiting to be configured or approved
  • Available processes - Indicators where an action is still needed to finalise

Screenshot - How to change indicator filters


(3) Adding an indicator


Follow these steps to add a new indicator:


1. Click 'Add an indicator'

2. Enter a name for your indicator in the box that appears and click 'OK'

3. This starts the workflow that manages who may create and approve a new indicator.

4. Click on 'Edit performance indicator definition'.  This opens the form to configure a new indicator

5. The form shows the following fields:


  • Title - Enter a name for the indicator
  • Indicator ID - Provide an ID that you use to identify the indicator
  • Description - Provide a description
  • Time intervals for measuring target data - Specify if the indicator has a target and if so, if it will be measured monthly, quarterly or annually
  • Time intervals for measuring actual / achieved performance data - Specify how often the performance data will be measured.  Options include monthly, quarterly or annually
  • Do you want to specify evidence? - This is a placeholder.  It will allow you to specify what kind of evidence is required to substantiate the indicator
  • Add new field for indicator - This repeats the section where the indicator question is defined.  Click to add an additional question.  You may add multiple questions
  • Please specify the question label - Use this field to enter the question prompt
  • Answer type - Please select the answer type for the question.  Options include 'number' and 'text'.  The choice you select will be used to validate the response, ensuring that only appropriate responses are selected
  • How will you enter data? - Data may be entered for the current reporting period or cumulatively across reporting periods to date.  If you select periodic, the system will calculate the cumulative response and vice versa.  The cumulative only option is used when dealing with text responses that cannot be aggregated.
  • Would you like to disaggregate this question? - If you wish to disaggregate the indicator, select this option
  • Disaggregation criteria - Next select the criteria used to disaggregate the indicator.  See the article on taxonomies to find out how to create a new taxonomy with criteria used to disaggregate an indicator
  • Data limitations - This field is optional and may be used if required
  • Method of calculation - This field is optional and may be used if required
  • Source / collection of data - This field is optional and may be used if required
  • Purpose / importance - This field is optional and may be used if required


6. Complete the form and click save.

7. The app returns to the workflow page where you have the option to send the indicator for approval.  Click 'Submit for approval' if you are ready, otherwise you may instead return later to make further edits

8. Once you click 'Submit for approval' the workflow will advance to the approval step.  The user responsible for approving the indicator is then assigned the task of approving the indicator or referring it back

9. To approve the indicator, click 'Approve'.  Otherwise click 'Refer back'.

10. If refer back is chosen the indicator returns to the user with the role to configure the indicator.  If approve is chosen the indicator is finalised.