What are best practices when adding a new program, department, or agency to Compyle?
Steps for Implementing a New Data Collection Process
We recommend the following steps:
- 💬Talk to internal stakeholders (staff/volunteers) about what they need for
- day-to-day service/support
- performance management/reporting
- program planning/resource management
- 📋Apply that information to set up
- Household form: standard field options and custom fields
- Supporting forms: Survey forms & Note Type forms for household tracking
- Public form: customized Household profile(s) to use with surveys/notes
- Household groups for managing households
- 📖Show the new forms to internal stakeholders and get their feedback
- Ask why - how the changes will benefit them
- Ask when - get the context for when different info is relevant
- 🧾Listen to their feedback and edit the forms:
- Maintaining the balance between reporting needs and ease of data entry
- Avoiding duplicate data entry
- 💻Train your users on the new forms and data collection process.
- Schedule a follow up session for user feedback/questions 1-2 weeks later
- Refine the forms further as needed
- 📊Develop compylations and Scorecard feeds using the new forms
- Schedule the feeds to transfer data periodically