Containers hold the objects that comprise a scorecard. Each container holds one result or one program that will be measured. A scorecard can hold one or more containers.
You can add containers to a scorecard you just created, or you can edit an existing scorecard and add or edit containers. A container can be created from scratch, or you can load an existing container, which can be used as-is or edited.
This example will show how to create a container from scratch, via the New Container button.
Loading an existing container will be shown toward the end of the article.
Adding a New Container
The scorecard in this example tracks education initiatives, and the first container will measure population accountability. It will contain a Result with the name “All children succeed in School.”
After clicking Add, the result container is added to the scorecard page, where you can add one or more new or existing tags to help with organizing and searching. The X icon to the right can be used to delete the result. Below the result name, there are options to add a new measure or bring in an existing measure.
This example will show adding a new measure, and a measure for a result is typically an indicator.
This indicator is called “% of students reading at or above grade level.” The unit of measure is %, one decimal place will be included, reporting frequency is monthly, and for polarity, higher values are better.
Note: Default reporting periods are monthly, quarterly, annually, and half year. Users with admin permission can create additional reporting frequencies.
Results can have multiple indicators, for different groups or different sets of data. In this example, two more indicators were added, to measure students who graduate high school on time and students who enroll in college.
When finished, click Save at the top right of the container, or use the Add Divider link at the top, to add a title and visual separation between containers.
Once a container is saved, the order of its measures can be changed by dragging and dropping. You can click the Edit button to change, delete, or add new measures.
The second new container in this example will measure partner accountability. It will hold a Program named “ABC After School Program.”
This program container holds four performance measures. Units of measure include :1 for the ratio, and $ before the value for currency. Polarity is “Higher is better” for all except for the student-teacher ratio measure, for which lower is better. A divider was also added for this container.
After saving, this scorecard now has two containers.
Container order can also be changed by dragging and dropping.
Using an Existing Container
If your organization already has containers set up, you can reuse them in any scorecard. Click Existing Container, search for a keyword such as “reader,” and choose one or more containers to add. Then click the green check icon at the top right.
Once added, you can click the Edit icon to make any changes to the container.
When all containers are added, scroll back to the top of the scorecard page and click Back to Scorecard.
This opens the scorecard view page.