(1) Before you start
Before you can configure a node you must:
- Have the 'Plan administrator' role. Depending on your community, the name for this role may be different.
- Navigate to the node you wish to configure. To navigate to a node:
1. Open the plan you wish to work in
2. Click on 'Plan navigation' in the top left corner
3. Click on the name of the node you wish to configure
4. Click to the 'Processes' tab
(2) Configuring a node
To configure a node:
1. Click on 'Configure node' in the node configuration process, then click 'OK'
2. Click 'Accept' to accept the workflow assignment
3. Click on 'Edit node' to open the node configuration form
4. Complete the following fields:
- Title - Enter a longer name for the node. This will appear on reports
- Description - Enter a description for the node. This can be included on reports
- Would you like to disaggregate all indicators in this node? - Select yes or no. If you select yes, then choose a taxonomy that will be used to disaggregate the indicators on this node.
- Select an indicator from your library. Click the add button to add another indicator to the node
5. Click save to save and validate the form
6. Click 'Submit' to send the node configuration for review and approval by the Plan Approver
7. Click 'Approve' to approve and finalise the node configuration or 'Refer back' to refer it back to the previous user
The node configuration is now complete. You are now ready for your users to begin entering indicator data for this node. Please proceed with configuration for other nodes.