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For Participation Goals and Tick box sub goals the Project Manager can decide which of the three progress-logging options will be used

Option 1: Tagged Contacts only

  • Users can only select Tagged Contacts when recording progress

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Option 2: Anonymous Numbers only

  • When there are no Contacts in a project, you can only log progress towards goals and sub goals using Anonymous Numbers. (Called Anonymous contacts)

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Option 3: Both

  • The user can record progress using both Tagged Contacts as well as by entering Anonymous Numbers

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Choosing the right option for your project

Possible options for each type of goal and sub goal

Option 1: Tagged Contacts only

Option 2: Anonymous Numbers only

Option 3: Both

Activity Goals

N/A

Activity Goals use a different kind of number

N/A

Activity Goals use a different kind of number

N/A

Activity Goals use a different kind of number

Participation Goals

Yes

Yes

Yes

Tick box sub goals (Binary Indicators)

Yes

Yes

Yes

Numerical sub goals

(Value Indicators)

Yes

Not Possible

Progress towards Numerical sub goals must be in relation to a Contact

Not Possible

Progress towards Numerical sub goals must be in relation to a Contact

Multiple Choice sub goals (Scale Indicators)

Yes

Not Possible

Progress towards Numerical sub goals must be in relation to a Contact

Not Possible

Progress towards Numerical sub goals must be in relation to a Contact

Setup steps

Info

You have to be a Project Manager or Organisation Admin to manage your project’s preferences

  1. Go to the Project Preferences page

  2. To enable Option 1: Record progress with Tagged Contacts only

    1. Tick “Hide the anonymous participants section on create story pages if there are project contacts”

    2. Add contacts to the project

  3. To enable Option 2: Record progress with Anonymous Numbers only

    1. Leave “Hide the anonymous participants section on create story pages if there are project contacts” unticked

    2. Do not add contacts to the project

  4. To enable Option 3: Record progress with both Tagged Contacts and Anonymous Numbers

    1. Leave “Hide the anonymous participants section on create story pages if there are project contacts” unticked

    2. Add contacts to the project