Before you can start using the app, there are some steps you must complete first.  This article assumes that the app has been adopted into your community and that you have the Administrator role for your community.


Assigning user roles


The first step is to assign yourself and others that will mange the app the 'App Manager' role.  Users with this role will be able to assign roles for others, add new units and manage the master list of indicators.


To assign this role:


  1. Open the Community Scorecard App
  2. Open the roles page
  3. Open the roles box
  4. Click the + button
  5. Select the App Manager role
  6. Select the user you want to assign this role to
  7. Click 'Assign'


Once you complete these steps, the page will update and the user will appear next to the role.  Assign this role to every user that will be involved in managing use of the app.



Adding your indicators

The app allows you to store a master list of indicators that are used across different scorecards.  Once you have set up your master list you will next be able to group these by project.  Finally, when you start a new scorecard in the app, you will be able to select the project it relates too.  This will bring with it the indicators related to that project.


To manage your indicator master list:


  1. Open the 'Indicator set up' page
  2. In the first box (Manage indicator library) click 'Manage indicators'

3. The following form will open in which you can add your indicators

4. Click the 'Add' button to add a new row for each indicator.  Enter the indicator name in the question box.  It does not matter which order you enter them in.

5. When done, click the 'Save and close' button

6. The form will close and save the new version of the indicator master list, appearing as follows


Adding your projects


The final step is to add one or more projects.  Each project groups together a set of indicators that will be presented to a group to respond to in a scorecard.  You can use this to set up different groupings of indicators that will be used for different sectors or in different scorecards.  This ensures that data can be compared by indicator across different scorecards.


The 'Manage project indicators' box shows both how many projects you have already added and the option to add a new project.


Viewing and updating existing projects


1. To view existing projects, click 'View all projects'

2. A page opens showing which projects have already been added

3. On this page you can see a list of all projects that have been added already.  You can add a new project or edit an existing project to change it's indicators.  Changing indicators will affect any scorecards that have not yet started adding their groups.


Adding a new project


1. Click 'Add project indicators'

2. The following form opens

3. Enter the name for your project

4. Select the first indicator you wish to use for this project (the order you select them in will be the order in which they are presented)

5. Click 'Add a question' to select the next indicator

6. Repeat step 4 and 5 for each subsequent indicator

7. Click 'Save and close' when you are done.