ProMEva v2-5-6 release notes

Today ProMEva v2-5-6 has been released.

In this release the following new features and issues have been addressed:

  1. Support for indicator dating (monitoring) 
  2. Expansion of the Project Quality report (reporing)

Ad 1. Support for indicator dating

Scoring on indicators added the date of today when entering the data. With this new release it is possible, even mandatory to enter a date for the score.

When clicking on the date control a date picker will be displayed. The date picker will only allow dates within a range, starting at the date of the most recent score (or the baseline year if there is no most recent score) and the date of today.

It is also possible to change the date of an existing score. In this case the date picker will only allow dates starting at the date of the previous score (or the baseline year if there is no previous score) and the date of the next score (or the date of today if there is no next score).

Ad 2. Expansion of the Project Quality report (reporing)

The column number of scores has been added to the project quality report. This column will display the total number of scores on all indicators for that project.

ProMEva v2-5-5 release notes

Today ProMEva v2-5-5 has been released. The focus in this release was monitoring

In this release the following new features and issues have been addressed:

  1. Support for indicator disaggregation (monitoring) 
  2. Expansion of the Project Quality report (reporing)
  3. Chart to display users of ‘empty’ projects (dashboard)
  4. Adding option to export ‘only once score per year’ in IATI (IATI)
  5. Adding export channel definition page (admin, IATI)
  6. Option to delete unused indicator definitions (admin, monitoring)
  7. Option to disable and/or delete tag definitions (admin, tags)
  8. Option to view only enabled users (admin, users)
  9. Fixed a bug where accessing an non-existing project lead to a ‘Not Found’ page
  10. Fixed a bug where projects where being incorrectly exported (API)

Ad 1. Support for indicator disaggregation

Support for indicator disaggregation is by far the biggest part of this release. This adds the ability to subdivide an indicator into categories such as ‘Age’, ‘Sex’ or ‘Religion’. More details can be found in the accompanying  document on this feature.

The summary is that ProMEva uses Disaggregation Templates, maintained by the admins, that define the categories that an organisation can use to disaggregate. Each category has a number elements, for example the category ‘Age’ could have the elements; ‘Infants’, ‘Youth’, ‘Adults’ and ‘Seniors’. This is all configurable.

When a user selects an indicator, that user can select one or more disaggregation templates to use for that indicator. When entering a score for that indicator, scores are entered for all selected disaggregation templates as well. 

The disaggregation score will be exported to IATI using the IATI standard for this.

The feature is completely optional. If an organisation does not define disaggregation templates, ProMEva will function exactly as before this feature. 

Ad 2. Expansion of the Project Quality report

The existing Quality report has been expanded with the following fields:

  • Region
  • Number of countries
  • Country 1, Country 2, Country 3
  • Number of users
  • User 1
  • Role user 1
  • User 2
  • Role user 2
  • Number of Stories
  • Planned End date
  • Actual End date 

Ad 3. Chart to display users of ‘empty’ projects

A chart was added to the dashboard that displays the number projects without any description per user. This chart is very helpful by tracking down empty projects.

NOTE: This chart was released for ICCO prior to this update in a ‘hot fix’ update. The chart is now available for all users.

NOTE: This chart is only meaningful if users are connected to projects.

Ad 4. Adding option to export ‘only once score per year’ in IATI 

ProMEva supports, even encourages, collecting multiple indicator scores per year. This helps project managers evaluate the development of these indicators and thus the progress of projects.

However in some cases exporting all these scores in IATI has proven problematic for some organisations that import these IATI files.

In order to appease this, ProMEva has expanded the IATI export options with ‘Only one score per year’. When this option is turned on, ProMEva will write only one score per year (using the last score of that year). When there is no score for a year, the score for the previous year will be repeated. This can be set in the Admin page under ‘Export Channels’

Ad 5. Adding export channel definition page

The definitions of IATI export channels can now be done from the admin page. All details of each IATI export and the IATI globals can be viewed and edited from the admin page.

NOTE: Changing these parameters can have a great impact on the way the IATI export is done. Please consult with the ProMEva developers prior to changing.

Ad 6. Option to delete unused indicator definitions

The indicator definitions now show the number of times an indicator definition has been selected. If this is zero (so the indicator definition is never selected), it is possible to remove this indicator definition from the system.

Click on the zero to open the form and select delete.

Indicator definitions that are used cannot be deleted. They can be disabled though (so users can no longer select them).

Ad 7. Option to disable and/or delete tag definitions

The tag definitions now show the number of times a tag is used. If this is zero, the edit form will include the delete button.

With the (new) delete button the tag can be removed from the system completely. When a tag has been used, that tag cannot be deleted, but the tag can now (with this release) be disabled. Users can no longer select a disabled tag, but projects that have that tag can still be filtered using the tag option in the filter.

NOTE: If you want to know which projects have a specific tag, use the filter option and that tag.

Ad 8. Option to view only enabled users

ProMEva no longer displays all users by default. A new switch ‘Display users without access?’ allows you to show user that have no longer access to the system. This option helps to clean up the users list. 

Ad 9. Fixed a bug where accessing an non-existing project lead to a ‘Not Found’ page

When a user attempted to navigate to a project that was no longer there, ProMEva displayed a rather uninviting ‘Not Found’ page. ProMEva will now default back to the project list page.

Ad 10. Fixed a bug where projects where being incorrectly exported

When a Project was first set to be exported through an API export channel and then later set to not (or no longer) export, the API would still export that project. This has been fixed.

 

 

Introducing indicator disaggregation

Scoring on indicators is the heart of ProMEva, providing you with insight on the development of your activity. 

ProMEva now introduces indicator disaggregation which provides you with more details on your indicators. Using templates you can easily break up your overall scores into various categories. As usual ProMEva provides you with advanced configuration options to mould disaggregation to suit the needs of your organisation.

For example an indicator “The number of people with access to fresh water” can be disaggregated into an “age” group consisting of “infants”, “youth”, “adolescents”, “adults”, “seniors” and/or into another group. The groups are completely configurable.

Using indicator disaggregation is completely optional. If you do not use it, it will not be in the way

Configuring disaggregation templates

ProMEva uses disaggregation templates to guide users through the process. The templates can be created by proMEva admins.  Each template has a name and two or more elements. Templates can be published (users cannot access them unless they are published and enabled). 

When users are defining an indicator that can select one or more published templates for that indicator. By using templates an organisation can manage the way disaggregation is used and create useful reports from it.

Once a template has been published it is no longer possible to add or remove elements from it (You can however rename and re-order the elements).

Selecting disaggregation templates

When templates are published they can be activated during the indicator definition phase. Below the target comment you’ll find the disaggregation templates available. To activate a template click on the switch and make sure the totals of all baselines matches the indicator baseline and the totals of the target matches the indicator target.

Adding disaggregation scores

When you enter a score for an indicator with disaggregation, all disaggregation elements will be on the form. Note that the total of each group must match the total score!

Viewing the indicator development for each disaggregation

The chart in the indicator scoring is capable of displaying the development of each of the disaggregated elements, this allows you to keep detailed control over the projects progress down to very detailed information.

 

Exporting to IATI

All defined disaggregation scores will be exported to IATI using the <dimension> tag.