- Navigate to Data Entry: In the main menu, click Data Entry.
- Open New Collection Form: Click the + New Data Collection button in the top-right corner.
- Define Collection Scope (New Data Collection Pop-up):
- Program: Select the relevant Program (e.g., Program A: Holistic Health Hub).
- Fiscal Year & Quarter: Select the Fiscal Year and Quarter (e.g., FY2026, Q2) for which the data is being collected.
- Collection Type: Select the method used to gather the data (e.g., Survey, Assessment, Observation).
- Set Timeframe:
- Period Start / End: Select the exact Period Start and Period End dates corresponding to the collection period.
- Save and Continue: Click Save & Continue. The new data collection draft (e.g., FY2026 Q2) will now appear on the Data Entry screen.
- Enter KPI Data:
- Click the newly created draft item to open it.
- Click the Enter Data link next to the KPI (e.g., Sustained Mental Wellness Engagement Rate).
- Record Metrics and Tags (Enter Data Pop-up):
- Service Model: For each required tag (e.g., Service Model), enter the Score (actual number or percentage) and any optional notes (e.g., Individual Counseling: 10, Group Therapy: 15).