Sinzer

SIF Tutorial for

account- & project administra9on
Version October 2017

1
Index
GENERAL INTRODUCTION
! WORKING IN PROJECTS: SURVEY SECTION
1.  Introduc3on 16.  Survey overview screen
2.  Levels in Sinzer 17.  Suvey sec3on op3ons for projects
3.  Key terms in SIF 18.  Survey sec3on: Ac3ons required
4.  Building block types 19.  Survey sec3on: Manage individuals
CREATING AND MANAGING PROJECTS 20.  Survey sec3on: Edit/add individual
5.  Account homepage 21.  Survey sec3on: View individual
6.  Menu for account management 22.  Survey sec3on: View individual survey status
7.  Crea3ng new projects 23.  Survey sec3on: Copying surveys
WORKING IN PROJECTS – DATA ENTRY SECTION 24.  Survey sec3on: create or edit survey
8.  Data entry homepage 25.  Survey sec3on: preview or print out survey
9.  Key tasks menu 26.  Survey sec3on: Sending out or entering manually
10.  Data entry: entering manually 27.  Surveys: Analyse & accept results
11.  Data entry: live data links 28.  Surveys: Create filter
12.  Data entry: realisa3on or remarks WORKING IN PROJECTS: DASHBOARDS
13.  Data entry: different buildig block types 29.  Dashboard: overview
14.  Data entry: Why data for account admins? 30.  Dashboard: Op3ons in ‘view results’
15.  How to invite other project admins or viewers 31.  Dashboard: Grouping, when individual bb is used
32.  Dashboard: Applying filters to your dataset
For the most recent online support 33.  Dashboard differences: overview vs details
documents see: 34.  Dashboard: Crea3ng custom charts

h`ps://sinzer.zendesk.com/ 2
General introduc9on

3
1. Introduc9on
!
This tutorial can be used to:
-  Start to use the Sinzer SIF tool to measure impact in projects
-  Get a grip on the various func3onali3es within Sinzer for account and project management
-  Gain insight in Sinzer’s workflow
-  Check as a reference for certain steps in the Sinzer SIF tool

Within Sinzer there are three levels:
1) The community
2) An account
3) The project
For all levels the general func3onali3es work the same, unless specifically noted. This tutorial will focus on the account-
and project level roles
If you have access to mul3ple levels, you can see and switch the ‘role’ you are logged into in the top right hand corner of
every page

4
 1. Introduc9on: Accessing the tool
Star9ng a project

1)  You receive an e-mail from Sinzer with:
- a link to Sinzer in order to ac3vate your membership of a project or account
- a user name (the e-mail address you provide Sinzer with)
- a password

2)  Log in to Sinzer via tool.sinzer.org

3)  You will see the homepage of the project or account:

5
2. Levels in Sinzer
The different levels of Sinzer online tool
!

ü  Manage accounts

Community
Community ü  Create and publish standardized
templates
ü  Aggrega3on of impact data
ü  Customize your look & feel
Account I Account II

Project A Project B Project X Project Y

ü  Create and manage projects

Account
ü  Use templates

Project C Project Z

Account III

ü  Data entry

Projects
Project 1 Project 2 ü  Survey
ü  Dashboard
ü  Export
Project 3

6
 2. Levels in Sinzer (con9nued)
Different roles within each level
!

Admin > All rights

Community
> Is able to invite other users
1
Editor > Is able to add/edit data
Viewer > Is able to only view data 3
Account I Account II
Direct access
1.  The community can create accounts and can 2
view and use aggregated data from all accounts Project A Project B Project X Project Y
and its projects, but not specific data from the
projects
2.  The account can access all projects under that 5
Project C Project Z
account
Indirect access upon invita9on
Account III
3.  The community can only view all data entry within a
project through an invita3on to access that project
4
4.  Accounts can only get access to other accounts within
the community through an invita3on from the other Project 1 Project 2
account
5.  Projects can invite each other in order to gain access
to a specific project. Otherwise the projects are only Project 3
accessible by the account holders and the project
holders
7
 2. Levels in Sinzer (con9nued)
Who does what?
!

Account & project level

Community level Account level Project level

Create templates Enter data

Analyze project
& analyse yourself and/or
Manage accounts Create projects results in a
aggregated collect data with
dashboard
project results* the survey

Account & Project
Community Community Account Admin/ Project & Account
Admin/ Editor/
Admin/Editor Admin/Editor Editor Admin/ Editor
Viewer

*At community level you can view the results of the projects that have been using the templates you have created in your
community. It’s also possible to aggregate the data of all of these projects.
8
3. Key terms in SIF
!
Online Sinzer tool

ü (op$onal tab) Individual/Investment/Client (naming is based on your template se9ngs) = Create an individual that is the
focus of your project. On this page the Characteris3cs of the individual are entered (the independent variables)
ü Data entry = Enter, edit and view data per project.
ü Survey = Create, design and send a survey to collect data from your individuals.
ü Dashboard = An overview and visualiza3on of your data in graphs and pie charts in a clear dashboard.
ü Export = Export your data in Word (which gives you an overview of the graphs and pie charts) or Excel (raw data of the
complete project or of all the survey results in a project).

ü Templates = templates are standardized impact frameworks. They are used to create the SIF building blocks of a project.
Templates are created by the community administrator

9
3. Key terms SIF: Individuals
!

ü  Individual = The object of study, or the stakeholder that you collect data from using the survey feature


The SIF framework has some powerful tools for defining, managing and inspec3ng data captured for individual en33es. This
is 3ed to a building block called 'Characteris9cs for individual'.

If this building block is ac3ve in your community and used in the project template it will generate a few addi3onal features:

•  In your project you will gain a tab, here you can add new individuals and edit their personal data (like gender)
•  on the project and aggrega3on level dashboards, where individuals characteris3cs can be used to slice & dice (group) the
data
•  It will also make it easier to manage large sets of individuals
•  The naming of individual (singular label) and individuals (plural label) is determined at the building block level by the
community administrator, so individuals could als be called client/clients, investment/investments, project/projects,
stakeholder/stakeholders etc. in your specific templates and projects.

10
4. Building block types
!
This is an overview of the types of building blocks that can be used by the community administrator to create templates that
form the basis of your projects.

ü  Categories without target = This is a building block for adding indicators to your templates (and projects) that allow you to register a value per
indicator, as well as comments about the registered value

ü  Categories and subcategories without target = This is a similar building block, but it allows for grouping the indicators one level deeper
compared to the previous building block

ü  Categories = This is a building block that contains a value per indicator as well as a target value per indicator. It is typically used for sepng
goals (forecasts, targets), and measuring the outcomes later

ü  Categories and subcategories = This is a similar building block to the previous, so including targets, but allows for grouping indicators one
level deeper

ü  Characteris3cs for individuals = This is a building block that allows you to register per individual (or other en3ty of study, like company) their
independent variables (like age, gender and stakeholder group for individuals or country, sector for companies). The independent variables
can then be used to 'slice and dice' that data on the dashboard. (e.g. show increase in wellbeing by gender, or increase in revenue by sector
etc.). Characteris9cs for individuals can only be created once per community (but can be changed of course)

ü  Characteris3cs = These are characteris3cs for the project. For example project ini3ator, project budget, project region... It is only possible to
use this characteris9cs building block once in a community. The project characteris3cs are shown above the data and in the excel and word
exports of projects.

ü  Text block = This can be added to a project template to create a space for entering mul3ple lines of text, a descrip3on for the project for
example. It consists of a piece of text that can be entered for the whole project, and a piece of text per individual per period.

ü  Calculate stake % of indicators = This can be added to a project to calculate the stake (or a`ribu3on) for all indicators in a project. A
percentage is set per period
11

Crea9ng and managing projects by the
account manager

12
5. Account homepage
!

“Need help”
provides an
overview of support
op3ons for your
community

The support bu`on

will allow you to
search support
portal ar3cles and
send a support
request
13
6. Account homepage - menu
Homepage Account – menu op9ons
!

Own projects
§  Enter the most recently edited project
§  View all projects
§  Create a new project by copying an exis3ng project
§  Create a project (using a template)

Invita9ons
§  Send or receive invita3ons for this account. Note: Account managers are also project
administrators for all projects in the account. If you want you can invite other project
administrators using the dropdown on the data entry sec3on

Communi9es
§  Your communi9es provides an overview of all communi3es you are involved in
§  Join other communi3es

Account sefngs (only visible for a account admin, not for editors or viewers)
§  View the informa3on of the account admin
§  Change the password or name of the account, the email can not change
§  View the billing informa3on of all projects within the account
14
7. Crea9ng new projects
!
In the SIF framework all new projects are based on a template. Templates are created at the community level.
It is also possible to create a project by copying an exis3ng project. When you select 'create project' you first pick the
template the project should be based on. You can choose which building bocks from the template should be included in your
project. The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x still appears, you may have to
delete the image and then insert it again.

Depending on the frequency naming scheme

chosen for the template you will see one
of the below situa3ons:

1. If the template uses a custom naming

scheme for project periods (like 1st
measurement, 2nd measurement or
Measurement A, Measurement B etc)

The image cannot be displayed. Your computer may not have enough memory to open the image, or the image may have been corrupted. Restart your computer, and then open the file again. If the red x still appears,

. 2. If the template uses a 9me-based

you may have to delete the image and then insert it again.

standardized naming scheme for project

periods. In this situa3on the number of
periods will be based on the start- and
end date for the project

Note: It is always possible to extend the number of periods at the beginning or end of the project once it is being used. You
can do this by upda3ng the project details by clicking the ‘pencil’ icon next to the project in the overview
15

Working in projects – Data entry sec9on

16
8. Data entry homepage
The homepage of a project displays 2 naviga3on op3ons: a key tasks menu (1) and the template building blocks (2).
!

17
 9. Key Tasks Menu
!
The key tasks present the tasks (op3ons) available within a SIF project. These tasks are arranged in a logical order:
> create an individual (when appliccable)
> start with entering data in building blocks for the individual (data entry),
> and/or collect data using email (survey),
> monitor the results (dashboard),
> Download a report of the results (export).

Individual/investment Survey Dashboard Export
Add and manage your Create, design and send a An overview and Export your data in Word
individuals. survey (if this is available in visualiza3on of your data in (which gives you an
View what other your community) to collect graphs in a clear overview of the graphs) or
stakeholders have access data from your stakeholders. dashboard. Excel (raw data of the
to the project, invite others Analyse and accept the complete project or the
to the project results of incoming survey You can also add & edit complete survey data
responses custom graphs so your source file).
dashboard shows any
Data entry Ques3ons are always linked additonal informa3on
to indicators in the building relevant for your project.
Enter, edit and view data blocks
per project.
Project sepngs

It’s also possible to enter
Enter data per stakeholder data manually via a survey Add or remove periods,
change the name, start-
and per building block for screen here without sending
date and end date
each period in your project email invites
18
10. Data entry: Entering manually
!
In SIF it is possible to get data into projects in mul3ple ways:

•  Add it via a survey

•  Enter it manually via a survey-like form
•  Linking to other indicators that will func3on as the 'source' of the data
•  Entering data manually

In this sec3on we'll focus on entering data manually.

On the data entry overview as well as on
the individual building blocks you can
manually inspect, edit/delete and enter
data for all stakeholders in your project.
These can be individuals, project admins
or project editors.

Simply select

•  the right stakeholder and
•  the right period (if your project has
mul3ple measurement periods)
•  and you can enter or edit data for that
individual in that period.

19
11. Data entry: Live data links
!
Live Links between indicators are applied if a single piece of informa3on (an indicator) is useful for analysis in mul3ple
building blocks.

A Live Link consists of
•  A single source indicator
•  One or more target indicators
•  Live Links are defined on the template level

The reasons for linking can be
•  The need to re-use data for indicators spread across building blocks in another building block: For example when you have a standardized
ques3onnaire which is relevant as a measure on it's own (a combined score on all the ques3ons in the ques3onnaire) but you also want to
take some ques3ons from the ques3onnaire and combine these with other indicators for a separate analysis. In this case you can create a
number of 'source' indicators and 'target' indicators which can be put in a separate building block for analysis purposes.
•  The need to re-use an indicator which is captured for each period (a dependent variable in the project) as a 'sta3c' indicator for the
individuals building block (consis3ng of independent variable). In this scenario the individuals building block will always contain the value of
the indicator as it was last captured, in the most recent period. For example consider a variable like "employed: yes/no" which is then tracked
as an indicator for each period, registering if somebody is employed. But it is then also an 'independent variable' for all individuals which can
be used to slice the data on the dashboard.
•  The need to pre-fill a set of indicators with a standard value based on a survey ques3on. For example: Do you always feel happy? If somebody
answers 'yes', A total of 5 sub-indicators for happiness are scored at the maximum score without the need to answer all five of them
individually. If the person answers 'no' they are presented with the 5 sub-indicators to score their happiness in more detail. This applica3on
also requires adding condi3ons in the survey

Note: Live Links can only exist between indicators in the same project.

20
12. Data entry: Realisa9on or remarks
!
In data entry, as well as in the survey it is possible to gather and enter data for the remarks field. Every indicator has a
remarks field 3ed to it

Purpose or applica3ons
•  If an indicator requires some notes (such as a link/URL to the source of the informa3on) this field can be used to enter it.
•  A data administrator can add notes to data for individuals to give background, annotate the entered measure
•  Remarks will not be shown on the project dashboard but only in the excel export of the project data

The remarks field in data entry:

21
13. Data entry: Different building block types
!
The func3onality of the project is dependent on the type of building blocks used in the project.

Most notable are the differences between regular building blocks and the individuals building block

•  A Regular building block will capture data for each period in the project:

•  An Individuals building block will

only contain data for a single period


Other differences consist of

•  building blocks with targets and without targets
•  building block which allow for subcategories (an added layer of abstrac3on)
•  building blocks which allow for some project metadata (text)
22
14. Data entry: Why data for account admins?
!
The SIF tool is built to serve many different scenarios of use:

1.  Tracking a single en3ty (for example an investment) per project. In this scenario the community-level aggrega3on
feature is used to combine and compare projects. In this scenario a project contains data for a single en3ty (investment
or individual) and the full details for each en3ty are available in the aggrega3on.
2.  Tracking an 'internal' or admin score of a project versus an 'external' or individuals score of the project. In this scenario
the score entered by the administrator can be compared with the 'external' score which is for example a sample
gathered via surveys. This dis3nc3on is kept available in the aggrega3on dashboard as well
3.  Tracking mul3ple individuals/en33es in a single project. In this scenario the aggrega3on is used to compare the
combined scores for individuals in projects. In this scenario only combined scores for the en33es are available in the
aggrega3on and it usually doesn't make sense to enter data for the administrator roles.

In the Second scenario the administrator will enter a score and compare this with another score, entered by an individual.

In the First en Third scenario it is best to leave the data entry for administrators empty so the data entered is
not taken into export and aggrega3on calcula3on of scores.

23
15. How to invite other project admins or viewers?
!
Account administrators are automa3cally project administrators for all projects in their account.
It is possible in SIF for project administrators to invite fellow project administrators to a project (this is done on a project-by-
project basis) or project editors.

Use the dropdown in 'data entry' to select the op3on:

invite project admin/editor









Ayer selec3ng this in the dropdown and a popup window is shown which allows for the invita3on of a new project
administrator or editor to the project. The invitee will get an email with a link, and if the invitee is already registered as a
sinzer user the invita3on will also show as an ac3on item on their homepage with an [accept] or [decline] op3on.

If you have an individuals characteris3cs building
block you can also invite project admins/editors
from the individuals tab


24
Working in projects – Survey sec9on

25
16. Survey overview screen in SIF
!
On this screen you will see the surveys
that are part of your project.


The menu items and surveys

available depend in a large part

on the community- and

template sepngs of your

project (see next part of this

tutorial)





•  Survey ac3on items (if this feature is ac3vated in the template)
•  The survey overview table contains some important informa3on, especially the project periods to which surveys are
linked (they will be linked when a survey is sent out for the first 3me, or when a survey is copied)
•  The survey edit/view icons in the right hand side of the table. From here you can immediately send out new survey
invita3ons, start entering data for the specific survey, analyse any new survey results to accept them into the data entry.
•  The overview of surveys is also showing any archived surveys. If the template of your project is changed and re-
published, your project is updated to match the new template. Changes to the survey can be made on the template level
as well.
To retain the old survey data from earlier surveys they are kept for reference. They can no longer be used in the project but
are s3ll part of the 'export survey results to excel' bu`on in the export sec3on. They’ll have a date/3me stamp

26

17. Survey sec9on op9ons for projects (1)
!
In the SIF tool a few op3ons are set for the community as well as the template. These op3ons will determine the features and
func3onality of the survey sec3on for projects:

•  Does the community allow projects to edit surveys?
•  Are there surveys created in the template?
•  Is an 'individuals building block' in use in the community (and used in the project)?
•  What are the chosen sepngs for 'survey ac3ons required' in the template?

If the community does not allow projects to edit surveys

If the community is set up not to allow project administrators to edit surveys,
the only op3ons available to a project administrator are to

•  Create a survey by copying it from the template
•  Change a survey name and descrip3on (in 'survey details')
•  Copy a survey so it can be used in a different period (in 'copy survey')
•  View the details & preview for a survey (in 'survey details' and 'preview
survey')

If surveys have not been added to the template, and project administrators
are not allowed to create new surveys, the menu will only contain the op3on
"manage individuals"


27
17. Survey sec9on op9ons for projects (2)
!

If the community allows projects to edit & add surveys

If the community is set up to allow the project administrators to edit and add
surveys the project administrator basically has the same features as the
community admin when they create the template

•  Create new surveys (in 'create survey')

•  Copy surveys (in 'create survey')
•  Edit, delete and change survey ques3ons (in 'survey details')
•  View and preview the survey ('survey details' and 'preview survey')

28
17. Survey sec9on op9ons for projects (3)
!
Depending on the use of an individuals building block

•  the table with an overview of individuals in 'manage individuals' and 'send or enter survey' sec3on contains
addi3onal, template-specific columns for filtering individuals
















•  the 'add individuals' and 'individuals details' popup (and batch excel upload spreadsheet of individuals)
contains some template-specific mandatory and op3onal individuals variables. Note: These variables can be
used in the dashboard for filtering and slicing results. (see next page)

29
17. Survey sec9on op9ons for projects (4)
!
Depending on the use of an individuals building block (con9nued)

These variables for an individual can be

used in the dashboard for filtering and
slicing results (see more in the sec3on:
dashboard)

30
18. Survey sec9on: Ac9ons required
!
Depending on ‘ac9ons


required’ sefngs in the
template:

At the template level, three sepngs
determine what alerts are shown, and at
what moment they are shown to the
project administrator, see the template
sepngs screen to the right:


On the project dashboard, ac3ons are
shown as links which take the project
administrator straight to a filtered set of
individuals for which the ac3on applies
like in example to the right:








31

19. Survey sec9on: Manage individuals
!
Managing individuals in your project is done in the 'manage individuals' sec3on of the 'survey' tab. Depending on the
configura3on of your individuals building block on the community level this label could also read: manage investements,
or manage projects or any word that best reflects your object of study

32
19. Survey sec9on: Manage individuals (2)
!
Here you can

•  Add individuals (or another chosen label for your community). Use the 'add individual bu`on at the bo`om to add
single individuals. In the right hand pane of this popup you will find an excel download- and upload facility to
batch-upload and batch-download individuals data)
•  Manage individuals (Select the name of the individual/en3ty in the table to view the details. Details depend on
the variables defined in the template and can contain anything from gender, age, sector, telephone number, etc.
depending on the independent variables that are suitable for your project or for aggrega3on purposes. Here you
also have the op3on to delete individuals from the project
•  Filter individuals based on any metadata assigned to the table in the project template, for example filtering on
gender, age or loca3on
•  Select individuals to send a batch invita3on for a survey. The survey invita3on workflow will entail selec3ng the
right individual and pressing 'send survey' ayer which the selected individuals are available in the table on the
'send or enter survey' sec3on. Also you can go straight to the dashboard view filtered to only show the combined
data for this individual 'view individual in dashboard'
•  Edit/add individual









33

20. Survey sec9on: Edit/add individual
!

34
21. Survey sec9on: View individual
!

35
22. Survey sec9on: View individual survey status
Select the Link with the period name to view the accepted results in data entry
!

36
23. Survey sec9on: Copying surveys
Surveys can only be used in a single period. If you need to use the same survey in mul3ple periods (for
!

a before- and ayer type measurement) then you need to copy the survey and assign it to the correct

period.


If your community is set up in a way that allows project administrators to edit surveys, a copied survey

can be adjusted in the project, for example to contain less ques3ons or a different introduc3on. It is

also possible to copy surveys from the template.



Having a unique survey to

period rela3onship ensures

the correct export of survey

Results from your project.

37
24. Survey sec9on: Create or edit survey
There are four things you can do around crea3ng surveys on the project level
!

•  Copy a survey from the template
•  Copy a survey already in the project, to use it in a different period

•  Rename a survey name or descrip3on (look for the explana3on below)
•  Create a new survey or edit an exis3ng survey in your project, but this feature is only available if
your community is set up in a way that allows project administrators to create surveys


Crea9ng and edi9ng a survey

Survey crea3on at the project level is done in a similar way to how it is done on the template level. If at

all possible it is advised to create surveys in the template. This enables any future projects created with

that template to use the same survey, and will ensure a consistency between surveys used in different

projects from the template. Any minor changes (in wording for example, or removing specific


ques3ons) can then be done on the project level.


It is possible to create or update a survey for an exis3ng project in the community without unpublishing
the template. All exis3ng projects using the template can use template surveys by copying them into
the project. Any old surveys and survey data in the projects are kept.
If you choose to create surveys 'from scratch' on the project level, please see the documenta3on
around crea3ng surveys for community admins as it is similar in func3onal3y.

38
24. Survey sec9on: Create or edit survey (2)
!

Rename a survey


It might be useful to rename a survey, especially if mul3ple copies are created or if the survey name is

not clear enough to survey respondents.



Go to 'survey details' or 'design survey' and edit the survey name and descrip3on. Press 'update details'

to save any changes.

39
25. Survey sec9on: Preview or print out a survey
!

There are 3 views you might be interested in:


1.  The 'raw' survey editor view under 'survey


details': this is where you can see which
ques3ons are 3ed to which indicators,
inspect any condi3onal logic in your survey
and preview the 'thank you' page show to
your survey respondents upon comple3ng
their survey (this is shown to the right)


2. 
The 'preview survey' where you can view the
survey as it will be laid out on screen to your
respondents. (next screen)


3.  The PDF download of the complete survey.
This can be used to administer the survey via
paper, to enter it in the system later by
entering survey data manually

40
25. Survey sec9on: Preview or print out a survey (2)

41
26. Survey sec9on: Sending out or entering manually

!
Before you can send out surveys, please add individuals to your project first. If you have not done

that you'll be the only one in the list.



There are a few different features on the 'send or enter survey page' that revolve around 2

different scenarios of use:


1.  Sending a survey invita9on via email to one or more respondents (individuals). The
respondents will receive an email with a customizable invita3on text and a personal link to
their survey. Note: Email addresses do not have to be unique in Sinzer, so a single email
address can receive invita3ons for mul3ple individuals. For example if a caretaker enters data
for mul3ple individuals in his or her care.
2.  Manually entering survey data directly for a single respondent (individual). In this case the


survey could have been administered via paper, and a data administrator will use the paper
version of the survey to enter the data. Another use case for this is surveys being entered 'on
the spot' by walking individuals through the ques3ons and entering the data immediately on
their behalf via a PC or tablet connected to the internet.

These two scenarios are both supported in the same screen. The next sheets will walk you through
the available op3ons

42
26. Surveys: Step 1
!
Make sure the correct survey is selected. If the selected survey was used previously in a

period, the correct period will be automa3cally selected in step 3 and the table with individuals

will update to show thestatus of the survey for those individuals. If it is a 'fresh' survey you can


assign it to any period in step three

43
26. Surveys: Step 2
!
Choose if you want to send invita3ons out via email to mul3ple respondents, or if you will

be entering data manually for one respondent

44
26. Surveys: Step 3
!
Choose the correct measurement period for the survey.


For example the right year, month, quarter, measurement 1, 2, 3 or any other naming scheme set-


up in your project template. The data gathered via the survey will be added to the chosen period

only. If the survey you are sending out has been sent out before, the measurement period is pre-

selected and can not be changed. If you want to send out the same survey in a different period,

you can create a copy of the survey and link that to the right period.

45
26. Surveys: Step 4
!
Choose a close-on date (only applicable if you send out invita3ons via e-mail).


Note you have to select both the month AND the date in the date picker

46
26. Surveys: Step 5
!
Customise the invita3on text (only shown for surveys sent out via email). It is possible to customise

the invita3on. If you choose to edit the default text, please be aware that the variables shown in

{curly brackets} will be populated with the correct data. If you delete these references these will


not be part of the survey invita3on.

47
26. Surveys: Step 7
!
Set a countdown date for the next (follow up) measurement (op3onal). This func3onality is

introduced specifically for repeated-measures studies. For example if you want to track the

progress of individuals through 3me, you can set the next measurement date at the moment of


invi3ng or entering the ini3al measurement data. The moment the countdown date is approaching

(this number of days is defined in the project template) an ac3on item for this individual will be

shown on the survey overview screen. The countdown can either start immediately (you set a date

for the next measurement immediately) or you can choose to start the countdown at the moment

the survey is completed by the individual. Countdown dates will be shown in the survey overview

of the individual details screen as well as on the overview of individuals. Only one countdown date

is set and saved: the last countdown created for an individual. At the moment a new invite is sent


out, or a new survey is entered for the individual this countdown is cleared.

48
26. Surveys: Step 8
!
Send survey invita3on / Enter survey data manually. Now you are ready! Hit the bu`on and send

off the invite(s) or start entering data manually



Tips: It is also possible to jump straight into the survey invita3on process ayer entering the details

for the individual!

49
27. Surveys: Analyse & Accept the results
!
All data coming in via surveys will first be screened or analyzed by the project admin before being

'accepted'.



Only once a survey's data or individual ques3ons are accepted the will become available in data

entry and on the dashboard.


Screening and accep3ng data can be done on different levels:


1. 
Individual answer level screening: Individual answers can be reviewed and each answer can
either be accepted or rejected (ignored)

50
27. Surveys: Analyse & Accept the results (2)
!

2. 
Ques3on level screening: A complete ques3on can be reviewed and accepted as a whole. All
answers to the ques3on are accepted, and moved to data entry immediately

51
27. Surveys: Analyse & Accept the results (3)
!

3. 
Survey level screening: A complete survey (all new surveys received) can be accepted. All new
ques3on results will be moved to data entry

52
27. Surveys: Analyse & Accept: Accept or Accept all

!
It is usually best to only accept survey results for a period in one session, one go. Because un3l a

survey is 'closed', respondents can revisit their survey and update their answers. New respondents

could also s3ll enter data and this would then require going into each answer to accept the new


responses only.


'Accept all' will accept all results of the selected survey into data entry.


If you find yourself in an situa3on where some answers are accepted, but updated by respondents

later, and some are new, best approach is to accept 'all' results again by pressing the 'accepted'

bu`on (it will now change into 'accept all') and then press 'accept all' again. All new (and old)


survey results are now pushed to data entry again.


Note: All the original survey results will s3ll be available as part of the surveys export excel

53
28. Surveys: Create filter
!
Crea3ng filters can be a powerful tool for

keeping track of survey responses and for


use in data analysis on the dashboard.


The add filter dialogue is reached by pressing

the 'add filter' bu`on at the bo`om or the

table with filters.


It allows you to


select a survey
1. 

2.  select a survey ques3on

3. 

select which answer op3ons should be
used to create a filter
4. 
name the filter
5.  add the filter to the overview (and
dashboard)

54
Working in projects – Dashboard

55
29. Dashboard: Overview
!
The dashboard is where project data is visualized and analyzed. Based on your building blocks and

indicators you can inspect individual scores and averages, compare different individuals and groups and

create custom charts of your own to show on your dashboard and export to word.

56
30. Dashboard: Op9ons in ‘view results’
The 'view results' dropdown this gives you the following op3ons
!

•  individuals average (default view): This is the average score of all combined 'individuals' in your project

(those could also be called 'clients', investments, projects or any other label used when sepng up your

template). If there is only one individual in your project this would be the exact score for this individual
•  Admins average or score: This is the average of all the admins, or single admin in your system.
Some3mes projects are set up in a way to collect data from internal stakeholders (administrators) and
compare this data with data obtained from external sources (the individuals in the first op3on). These
are two different averages that can be viewed separately, joined or compared, as is the func3on of the
last two op3ons:
•  Combined admins and individuals average: This is the average of all the available scores in the system

(both from the administrators and individuals in your project)
•  Compared admins and individuals average: This will create bars where there is a visible difference
(comparison) of the first 2 scores. e.g.
•  The last op3on is to look at an individual or admin. These are all listed below it, with a designated role.
This will show the scores of just that person/client/investment. Tip for projects with many individuals:
quickly jump to an individual by selec3ng the first le`er of their first name when the dropdown is open.
Alterna3vely go to the 'manage individuals' tab in the survey sec3on, look up the individual in the table,
select their name and jump to the dashboard from their details page.

57
31. Dashboard: Grouping, when individual bb is used
One of the most powerful features when using SIF to gather and inspect data is the ability to group
average scores of individuals based on their characteris3cs.
!

Individual (or investment) characteris3cs are defined in at the template level and data for them is

entered at the project level. A rundown of the process:

1.  The individuals building block is enabled, and created
in the community

2.  The individuals building block is then used in a
community-level template. Here you can define the
independent variables (or characteris3cs) for the
individual
3.  A project is created in the account using the template
4.  One or more individuals are added to the project. In
the below example the gender, age group, cohort and

some other characteris3cs set as 'required' fields at

the template level.
5.  Data is gathered by entering data for different
measurement periods for the individual, either
manually or by sending the individual or a
representa3ve for the individual a survey
6.  The data is made available in data entry
7.  On the dashboard, individuals can now be segmented,
or grouped, based on their characteris3cs

58
32. Dashboard: Applying filters to your dataset
!
The filters in SIF are created in the 'Survey' sec3on. They are based on survey data only. Filters allow you to

select a subset of individuals and inspect their scores on the dashboard, bb details pages or use it in the

‘create chart’ feature. See ‘how to create filters’ in the survey sec3on of this tutorial

59
33. Dashboard differences: overview vs details
On the dashboard overview you will see combined scores for all the
!
indicators in the building blocks.


For example in the below project a scale is used to survey people about


their wellbeing (WEMS scale). On the dashboard overview you will be

able to see the average scores on all the combined ques3ons in the

building block















If you then move to the building block itself you can inspect the detailed
scores for all the indicators in the building block. You will be able to
apply all the same filters and grouping op3ons as you can on the
dashboard (see to the right)
60
34. Dashboard: Crea9ng custom charts
!
SIF has a powerful tool for crea3ng custom charts. It can be found at the

bo`om of all building block details pages. In project dashboards as well as in

the aggrega3on dashboard.

















The dialogue for crea3ng the charts contains many of the features also
available to apply across the complete dashboard (like choosing the type of
average, applying filters and grouping results)

61
34. Dashboard: Crea9ng custom charts (2)
!
1.  Start by selec3ng the building blocks which you want to use data for. In the next step all selected
building block totals will be shown as well as the detailed indicators for each building block

2.  Select the indicators (or whole buidling blocks) you want to compare from the second list. The data
will load immediately below it, in a bar chart. Note: If you only select one indicator in step 2. the

grouping feature will be enabled. It is not possible to group data if you select mul3ple indicators (it
will be greyed-out)

3.  All you are ley to do is create a chart 3tle, and decide if you want to add it to the dashboard
overview and word export as well!


4.  Now the custom chart is created and showing in your project and word export.


5.  If you need to edit or remove it please hover over the chart and hit 'edit' or 'remove' in the rop right
hand corner. The edit op3on is only available in the building block details view of the custom chart at
the moment.

6.  If you are up to it can also experiment with graphs with 2 axis. If used wisely these can provide great
insight. Use the second tab of the add chart dialogue for this.

62
For the most recent online support documents see:
h`ps://sinzer.zendesk.com/ 63