Link indicator to form (update based on form data)

Link indicator to a form or survey


What is the purpose of linking an indicator to a form?

When an indicator is linked to a form, its value can be calculated based on the data contained in a custom form.

For instance, if the indicator is "% of participants satisfied with the training," and this information is available in a "training evaluation form," linking it to this form can be beneficial as LogAlto can calculate the indicator's value. 

This helps to reduce the risk of errors that may occur when manually inputting the values into the indicator.


How to link an indicator to a form?

  • Open the indicator configuration panel.
  • Check the "Link to custom form" box.

  • Select the form that contains the data to be used to calculate the indicator.
  • Select a calculation method:
    • Sum: This method will add all the records' values in the form.
    • Percentage: This method calculates a rate for specific values in your form (see the example in a section below).
    • Count:  This method counts the number of records entered, regardless of value.
    • Average: This method will take all the records and make an average of the values
  • Select a unicity field: select a field to ensure that certain items are unique and are not counted twice. This field is optional.
  • If the calculation method is Sum or Average, Select a Value field.
  • Other fields appear if your indicator is disaggregated, allowing you to match the form fields to your indicator categories.
  • The filter can also be added (so that only records corresponding to the filters will be used in the calculation).
  • Save the indicator form once the link has been configured.

If you want more information or help configuring a specific form, please get in touch with us at support@logalto.com, and we can review your data together.


How to update the indicator's value?

Once you have configured your indicator, if you want to update the indicator value:

  • Open the logframe
  • Click the “Data Entry” tab. 
  • When you click on the cell, a calculator icon will appear.

  • When you click on the calculator icon, a window opens:

  • You can use all the data or only those entered before a specific date.
  • Finally, click on "Calculate and apply".

Example

In our example, we will create a form called “Zoo,” in which we want to know how many elephants and lions are in each zoo and their gender.

  • Create your form.

  • Link the form you wish to disaggregate in the indicator menu.

  • In your custom form, you will need to make sure the data matches correctly to what's in your system list. In our example, we'll go to the system list and add our animals. Add the disaggregation to your system list.

  • Choose your disaggregation from the indicators menu. Make sure that the disaggregation corresponds correctly to your forms. In our example, we want to disaggregate our data by animal and gender, as shown below.

  • You must select the calculation method as sum or average to obtain your disaggregation.

  • You can choose your preferred method, either by disaggregation or by category. 

By category: allows the user to choose a calculation method and value field for each item/category, corresponding to the value in the customized form.

By disaggregation: allows the user to match the disaggregation with the form field. An example is gender. Users wish to check the list of gender systems in the custom form.

  • Go to data entry.

  • In your indicator, you should see the selected disaggregation.

  • Fill it out automatically by clicking on the calculator symbol. This will feed the indicator the data found in the form.

  • We can see that the values correspond to the sum of the forms.



Example: percentage (numerator/denominator)

If you select "Percentage," you must specify the numerator and denominator.

The indicator value is then calculated as 100 x A/B (or 100 X Numerator/Denominator).

  • A is the numerator (small group = those who meet the conditions)
  • B is the denominator (larger group = all elements).

Example: the indicator is the percentage of female beneficiaries earning more than 200 USD annually.

  • Calculation = 100 X Numerator/Denominator
  • Numerator = female beneficiaries with annual income over 200 = 60
  • Denominator = female beneficiaries = 300
  • The indicator value is 100x(60/300) = 20%.

Example: unicity field

If the indicator is " Number of participants in training,
Your forms have been designed so that you have three forms: Participant form, Training form, and Training attendance form (which participant attended which training).
The Training attendance form contains a total of 650 records:
  • 100 participants have attended three courses (=300 records in the participation form)
  • 350 participants attended one course (=350 records in the participation form)
  • 50 participants did not attend the course (=0 records in the attendance form)
The unicity field lets you specify the following:
  • Suppose you want to count each participant who attended only once (=100+350=450). In this case, the unicity field is the "participant ID."
  • OR if you want to count each attendance (=300+350=650). In this case, the unicity field is left empty.

Example: disaggregated indicator

The indicator is the number of people trained (by gender).

The form is: Beneficiaries who participated in trainings

  1. In the project logframe, we click the pen icon next to the corresponding indicator. 
  2. In the indicator's configuration panel, we make sure to disaggregate the indicator if necessary (in the example, we need to disaggregate by gender).
  3. Check the “Link to custom form” box. 
  4. From the list of custom forms, we select the "Beneficiaries who participated in training" form.


Various examples

Here are some examples of the indicators supported by this link and how to configure them:

Indicator example Form Calculation method Field value Categorization Filter Date filter
Total number of clinic visits per region Visits Count N/A (count of records) Region N/A All (no filter)
Average length of stay Visits Average Length of visit Region N/A All (no filter)visitation
Number of visits for dental issues (by gender) Visits Count N/A (count of records) Gender Issue=dental All (no filter)
Number of female patient visits in region A per age group Visits Count N/A (count of records) Age group Gender=Female Region=region A All (no filter)
Total number of doctors per region Clinics Sum # of doctors Region N/A All (no filter)
Total number of elephants and lions in a zoo per gender Zoo Sum # of elephants and # of lions Gender N/A All (no filter)

If you would like further information or help to configure a specific form, please contact us at support@logalto.com, and we can review your data together.