How do I add a metric to an activity record?

Each activity record can contain both programmatic and organizational metrics. Remember, a metric is a value that someone enters or reports directly for a record (or pact)—it’s declared, not calculated. That also means that it has to be manually entered or imported to each record.

There are two pathways to manually enter metrics in FieldDoc: within an activity record's Edit Activity modal or within the activity record metric table view.

Enter via Edit Activity modal

If you only have a handful of records, I recommend using the edit activity modal to enter your metric data.

• Navigate to the Edit Activity modal.

• Open the Metrics tab.

• Click the + Add Metrics button.

• A list of all metrics available to select appears. Scroll through the list and select all metrics that you want to add to the record.

• For the metric to be added to the activity, you must enter a value into the planned_value field.

• The metrics added via the modal will display on the Activity Overview tab.

Enter via table view

Table views for metrics are available within folders, records, and pacts. The table view is a great way to add metrics and targets (planned_values), and then track progress toward implementation for each metric. From the table view, there is less clicking around and more data entry that can occur per minute.

Watch out, the table views are not exactly like an excel spreadsheet. Here are some tips to consider:

• If you are entering data quickly, it might not save everything. Make sure that the table indicates the work has saved before you complete your next entry. This is especially important if you do not have a strong internet connection.

• If you want to use keyboard shortcuts to copy and paste, make sure to include the name and key columns.