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.

What you’ll learn

• How to add attendees, asking the questions that evidence your reach.
• Creating activities and sessions to record what has been delivered.
• Submitting registers to confirm attendance.

Evidence - Timeline Events, Surveys and Media 

Evidence your impact!

During this interactive, 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.

What you’ll learn

• Adding milestones to attendees in the form of timeline events to show distance travelled.
• 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 interactive 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.

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.

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

Learning - Reporting (off-system)

Upshot aims to provide as much comprehensive and useful reporting on the system as possible. However, we are aware that, due to the nature of having many different organisations using the system, with many different requirements, there will always be cases where the best way to explore and analyse your data is off the system. It is for this reason that all your data is exportable to Excel. However, we also know that not everyone is confident in using Excel. We want to ensure that all of our users have the opportunity to make the most out of the data they record on Upshot. Equally, for those who have some experience using the software, we want to allow them to take the next step into gaining value from their data.

This session will be for you if you have a basic use understanding of Microsoft Excel but aren’t confident in manipulating data exports from Upshot.

• Creating tables in Excel
• Filtering and sorting your data
• Formatting your data
• Basic formulas to combine data, test for TRUE/FALSE, Subtraction, addition, division and multiplication
• Nesting formulas
• IF formula
• An introduction to Pivot tables
• An introduction to Pivot charts