Creating and editing a metric

Metrics are created and edited at country level. Configuring a metric (adding, editing or deleting one), adding an existing metric to a single project, and building a project’s own metrics list are all administrator tasks.

Opening the Metrics Configuration page

From a country page, open the Configuration dropdown (the gear icon, shown to administrators) and choose Metrics Configuration. This opens the Country Metrics Configuration page.

The page shows a section headed with your country’s name followed by Metrics (for example Nigeria Metrics), containing a card titled All Metrics that lists every metric already defined. Each row links to that metric. Below the table is the Add Metric button, which opens the step-by-step New Metric Setup wizard.

Adding a question-based metric with the wizard

The Add Metric button opens the New Metric Setup wizard, a step-by-step screen for building a metric from a monitoring question. The wizard shows your progress as you go (for example Step 1/8) and walks you through, in order:

1. Pick a form. Choose the school form the question belongs to.
2. Pick a sub-form. Choose School Metrics or one of the per-teacher-form options.
3. Pick a question. Only questions that have selectable options are offered.
4. Pick the options. Tick the answer options that should count towards the metric (the “pass” answers).
5. Set the target and proximity division. Under the header Target score and proximity division, enter the target value and the Target score proximity division, which controls how wide each colour band is.
6. Pick the projects. Tick the projects that should show this metric on their home page.
7. Enter the metric name. Type a name for the metric (it must be more than three characters before you can continue).
8. Check the data and submit. Under the header Check data before submission, review your choices and press Submit.

When you submit, the wizard creates the metric and attaches it to the projects you chose.

Only questions with options appear

If a question you expect is missing from step 3, it is because that question has no selectable answer options. Only option-based questions can drive a metric.

Editing a metric

Open a metric from the configuration table. The metric view has an admin-only Configure Metric button that leads to the metric’s Configuration page. There you will find:

• A Details card, with an Edit button.
• A Project Configuration card, carrying the note “Projects listed here will see the metric on their home page”.
• For question-based metrics, a Selected Options card.

The configuration table lists the metric’s settings: Metric Type, Display, Target Value, then, for the pupils-passing metric only, Assessment Passed Score, and finally Difference between grades.

The Edit form

The Edit button opens a form with these fields:

• Name
• Display Type (for example percentage)
• Target
• Target Proximity Division

For an assessment metric, the edit form instead offers Name, Assessment Passed Score, Target and Target Proximity Division.

Name must be at least three characters

If you clear the name or make it too short, the form rejects it with “Please, enter a valid name”.

Managing options and projects

From the metric’s configuration page an administrator can also:

• Add Metric Option to a question-based metric, choosing an existing answer option from the Option picker. Options can be removed, and a removal is permanent.
• Add to Project to show the metric on one more project.

Removing options and metrics is permanent

Deleting a metric or one of its options cannot be undone. Check the metric is not in use on a project before you remove it.

Setting up a project’s metrics list

A metric only appears on a project once it has been attached to it. Beyond the country-level Add to Project action, an administrator can manage a project’s own metrics list from the project’s metric setup:

• Add a metric by choosing it from the Country Evaluation Metric field. This adds an existing country metric to the project.
• Remove a metric from the project.

Editing a metric’s definition is not done here. The wording, target and colour bands always come from the country-level metric, so a project manager picks which metrics to show, not what they measure.

Next: Deduplication overview