Monitoring - Adding participants, Activities, Sessions and Registers

Keep your data flowing! 

During this interactive online session, we enable you learn how to collect and manage your attendee and session data on the system. 
 
This session is suitable for users who are brand new to Upshot and existing users who require a refresher on the monitoring elements of the system.

We will aim to cover commonly and frequently asked questions around data collection on Upshot and also use the session as an opportunity to show aspects of the system that could save you precious time. 

What you’ll learn

• How to add attendees, asking the questions that evidence your reach.
• Accepting and managing your Attendee Sign-Up Waiting List
• Adding locations to record where sessions are happening
• Creating activities and sessions to record what has been delivered.
• Submitting registers and headcounts to confirm attendance.
• How to manage your sessions and registers from the Upshot Mobile App.

Evidence - Timeline Events, Surveys and Media 

Evidence your impact!

During this online session, we enable you show your impact using the evidence-based features on Upshot. This session is suitable for users who are brand new to Upshot and existing users who require a refresher on the monitoring elements of the system.

We will aim to cover commonly and frequently asked questions around collecting impact data and also provide ample time for a Q&A at the end to address questions around your MEL needs.

What you’ll learn

• Adding milestones to attendees in the form of timeline events to show distance travelled.
• How to create compelling case studies incorporating both quantitative and qualitative data.
• How to create and send surveys which will provide opportunities to hear directly from your participants.
• Uploading media to illustrate the great work you are delivering. 

Learning - Reporting (on-system)

Tell your story!

During this session, we guide you through the different reporting tools available on Upshot which will evidence your work. This session is suitable for users who are brand new to Upshot and responsible for reporting, and existing users who require a refresher on running reports on the system.

We will aim to cover commonly and frequently asked reporting questions and also provide ample time for a Q&A at the end to address questions around your reporting needs.

What you'll learn

• How to create Measured & Evidenced Indicators keeping track of your projects.
• Reporting on People, Statistics, Attendance and Timeline events - bringing all your work together.
• Map feature - including the use of overlays to show your reach in relation to the Index of Multiple Deprivation (IMD) and other data sets.

System Admin Training

Empowering your Upshot System Admin(s)!

During this interactive session we look to empower your system admin who can manage specific aspects of your account. This session is only suitable for users who have the System Admin role on Upshot.

We will aim to cover commonly and frequently asked questions and also provide ample time for a Q&A at the end to address questions around how to manage and control your Upshot account.

What you’ll learn

• Adding new users for your organisation and managing permissions
• Creating and managing attendee fields and timeline events
• Managing your registration form, attendee sign up form and bulk importing attendees
• Archiving and pseudonymising attendees