Building the Form
These are the questions you want to ask your people. Every question must have a number behind it so that it can be tracked. So here are examples of questions you might ask:
- How many people attended?
- How many members did you have this week?
- What was the high temperature today?
- How much money did you collect?
- On a scale of 1 to 5 how good do you think you did?
- How many minutes did you walk?
Questions have the following fields:
- Type. Right now there are only three types of questions:
- Number question
- Heading - not really a question - just a divider
- Description - not really a question, just a way to put text onto the form
- Title - The question - for example "How many doors did you knock on today?"
- Sub text - this is where you can put a description of the question
- Your internal wording - You are going to want to shorten your long questions into little metrics words. For example if the question is "how many miles did you run this week?" the internal wording would be "miles ran" and then that get reported on like this "miles ran per week."
- Is this metric required - if it's required then the person can't submit their filing with this blank.
- Is this metric active - you can turn on and off metrics. For example, maybe after a couple month of using the system, you realize that a you don't need to ask the question "how many movies about clowns did you watch this week?" because the answer is always zero. You can simply make that question inactive.
- Number formatting - either a whole number or can have decimals
- Format - either no formatting, currency or percentage
- Range - You can enforce a range either for the sake a sanity or to have a finite scale. For example, maybe your question is "how many phone calls did you make today?" but you don't want to allow them to enter a number over 200 because that would be impossible. Or maybe you want to ask, "On a scale of 1 to 10 how do you think the state is perceiving the candidate?"
- The nature of the number - This affects how the running total is shown. Some metrics are only averagable. Some show the absolute total and some go up and down. Here are the three and examples for each:
- Only averageable
- "What was the high temperature today?" You can't have a running total of 10,000 degrees. The running total would be the average for all the contacts.
- "How much money did you collect today?" You would want to see the total amount collected for all your contacts rolled up by level and over time.
- Up and down
- "What was your membership this week?" Whatever is reported last is the total - it's the number but it goes up and down. If this week you had 1,000 members and last week you had 900 members, you've gained 100 members. If next week, you have 1,200 members you will have gained 200 members since the previous week and 300 since the first week.