There are five types of Progress Tracker
Type | Indicative (this means that it is designed to indicate progress towards an outcome and therefore must be associated with an outcome) | Back-end term |
|---|---|---|
No | activity metric | |
No | participation metric | |
Yes | Binary indicator | |
Yes | Scale Indicator | |
Yes | Value indicator |
When to use each type of Progress Tracker and Outcome
Activity Tracker | Use this to track the number of each type of activity or event you do. Examples: “Sessions Run”, “Events Held”, “Workshops Delivered” |
Attendance Tracker | Use this to track people’s attendance at your activities and events Example: “Attendees” |
Use this to describe the difference that your work makes Example: “People increase their confidence” | |
Achievement Tracker | Use this to track an individual’s progress using a tickbox. This is useful when a subgoal is binary, i.e. it is either Yes or No Example: “Got a Job”, “Got an Increase in Benefits”, “Got a new home” |
Multiple Choice Tracker | Use this to track an individual’s progress along a scale with a set of predefined levels. Example: “Level of confidence.” With levels: Low, Medium, High |
Numerical Tracker | Use this to track an individual’s track progress using a number. Examples: (Number of) “Presentations given”, (Number of) “Ideas proposed” |
Explanation video https://www.loom.com/share/f7fb0aad9c8441f0b53a23567c812643
Log progress using a Progress Tracker
Log progress towards an Activity tracker using the Instant Update popup
Log progress towards an Attendance tracker using the Instant Update popup
Log progress towards a Multiple Choice tracker using the Instant Update popup
Log progress towards a Numerical tracker using the Instant Update popup
Log progress towards a Achievement tracker using the Instant Update popup
...
For Developers only
Rules that govern where Changes, Outcomes and Indicators appear
| Note |
|---|
Note: we sometimes use Metric / Goal / Sub Goal / Outcome / Indicator interchangeably. But they do the terms Metric, Outcome, Indicator, Change and Progress Tracker. They each have specific meanings as explained in the table below. |
Name in the back-end | Rules | Name in the front-end |
|---|---|---|
Change | In order for a CHANGE to appear on a Project Page, it must be in Stage 1 or Stage 2 If it is in Stage 1 it is called an Activity Change. (The back-end name for Stage 1 is Activity Outputs) If it’s in Stage 2 it’s called a Participation Change. (The back-end name for Stage 1 is Participation Outputs) | Now we are using the term |
“Progress Tracker” We call the STAGE 1 changes an “Activity |
Tracker” We call the STAGE 2 changes |
an “Attendance Tracker” | |
Indicator | Must be of one of three types:
In order to appear in the Create Story page or to be added to a Project, the indicator must be part of an Outcome |
We call the indicators “Progress Trackers” - each type has a different name Scale Indicator = Multiple Choice Tracker Binary Indicator = Achievement Tracker Value Indicator = Numerical Tracker | |
Outcomes | Must be in Stage 3, Stage 4 or Stage 5. Stage 3 is called Short-term otucomes in the back-end Stage 4 is called Medium term Outcomes in the back-end Stage 5 is called Long-term Outcomes in the back-end |
Now we call them “Outcome Goals”
Stages
| Info |
|---|
There are five stages on Makerble |
The code requires the Names of the stages to remain unchanged. So therefore in the back-end:
Stage 1 will always be called Activity outputs
Stage 2 will always be called Participation outputs
Stage 3 will always be called Short-term outcomes
Stage 4 will always be called Medium-term outcomes
Stage 5 will always be called Short-term outcomes
...
How Changes, Outcomes and Indicators appear
On a Project page
Example of a project page https://www.makerble.com/projects/mixed-netball
...
Stage 1 will only ever show Changes (goals)
Stage 2 will only ever show Changes (goals)
Stage 3 will only ever show Outcomes (goals) and Indicators (sub goals)
Stage 4 will only ever show Outcomes (goals) and Indicators (sub goals)
Stage 5 will only ever show Outcomes (goals) and Indicators (sub goals)
...
on a Template page
Every template has something similar to the progress panel that is on the Project page.
| Note |
|---|
On the Template show page, the progress panel never actually shows any progress.
|
Example of a template https://www.makerble.com/templates/1139
In the front-end, we call a Template a “strategy”
Template page
the Use Strategy button (Purple Arrow) enables a user to apply all the Changes, Outcomes and Indicators of a template, to one or more projects.
Stage 1 will only ever show Changes (goals)
Stage 2 will only ever show Changes (goals)
Stage 3 will only ever show Outcomes (goals) and Indicators (sub goals)
Stage 4 will only ever show Outcomes (goals) and Indicators (sub goals)
Stage 5 will only ever show Outcomes (goals) and Indicators (sub goals)
...
On the Create Story pages and popups
Whenever a story is created, the story author can add progress related to Changes and Indicators
There are three places that stories can be created from
Create Story page
Quick Update popup
Build A Story section on the My Home or on a Beneficiary Profile Page
How to create a story that logs progress against a Value indicator
For a Value Indicator such as aaaa value (just an example) user can only enter a Numerical Value for each beneficiary
...
How to create a story that logs progress against either a Binary Indicator or a Participation Change
user can only tick whether a beneficiary is tagged to that metric (indicator or change)
...
Creating a story about a Scale indicator
User can choose a Sub Ratio to tag each beneficiary in
...
Creating a story about an Activity change
User can only enter a number. A beneficiary cannot be tagged in an Activity change
These are called “Outcomes” in the front-end as well as in the back-end |
Difference between Changes and Indicators
And how How to spot the difference while creating or editing a Progress Board
Explanation video: https://www.loom.com/share/27ee4bda152c42c9bd8affda62804f93
Helpful links
The Site Overview page: https://www.loom.com/share/dca51237d3174e1eb58adc90b92eeb3d
...