(1) Before you start


Before you can enter performance data you must:


  • Have the 'Capturer' role.  Depending on your community, the name for this role may be different.
  • Be on the node where the indicator is configured
  • The node must be configured and approved
  • If the indicator has targets, these may be captured and approved


(2) Entering performance data for an indicator


To enter performance data for an indicator:


1. Click 'Capture' in the reporting data process and then click 'OK'

2. Click 'Accept' to accept the workflow assignment

3. Click 'Edit performance' to open the form

4. Enter the performance data for the current period on the form

5. Click save to save and validate the form

6. Click 'Submit' to submit the performance data for approval by the user with the Approver role

7. The user with the approver role may then click 'Approve' to approve the performance data or 'Refer back' to refer the data back for the previous user to make corrections