Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents

Did you just get access to your Reframe Monitor Starter account? And are you curious about what to expect? This onboarding guide provides answers to your questions. Let's explore and and see how to set up your project in Reframe Monitor.

Getting started

Once you've logged into Reframe Monitor, you'll find yourself on the project overview dashboard (1). It will provide you will a summary of your project and all your personal information.

On the left, you'll see the navigation (2) where you can easily access all the important sections of the tool.

If you want to change any settings to your account, you will find the personal settings (3) in the top right corner.

...

Setup your project

The dashboard will guide you step by step through the process of creating a project. Simply click on "Setup Project," and it will open the project settings, allowing you to input your project information.

...

  • The Application display name serves as the title displayed on the login page, representing the entire application.

  • Enter the complete Project name and, for shortness, the Project abbreviation.

  • The start and end date of the project is used as the basis for creating the reporting periods for your logframe in the further process.

  • Both the Short project summary and Project locations provide context to your project and are visible on the overview dashboard.

Create your log frame

Following the successful setup of your project, proceed to create your initial logframe by clicking on "Create Logframe."

...

  • Specify the logframe name, such as the donor's name.

  • The start and end dates are derived from the project setup. If your logframe dates differ from the project dates, feel free to adjust them.

  • Choose from three reporting frequency options: Quarterly, semi-annually, and annually. The reporting periods will be automatically calculated based on the start and end date, reporting frequency and the end of the first reporting period. Example:

    • Start and end date: 01.01.2022-31.12.2022

    • Reporting frequency: Annualy

    • End of first reporting period: 31.12.2022

    • Calculated reporting periods:

      • (1) 01.01.2022 - 31.12.2022

      • (2) 01.01.2023 - 31.12.2023

      • (3) 01.01.2024 - 31.12.2024

      • (4) 01.01.2025 - 31.12.2025

      • (5) 01.01.2026 - 31.12.2026

  • To assist in structuring your indicators, you can opt for a results structure. For instance, selecting "Outputs - Outcome - Impact" will create these three levels to categorize your results and indicators. If this is not relevant for you, simply select “None”.

Create result levels, results and indicators

Result Level:

Result levels represent the hierarchical structure of outcomes within a logical framework. Level 1 typically corresponds to the overall goal of the project, while subsequent levels (e.g., Level 2, Level 3) break down the goal into more specific and measurable results. This structured approach helps in systematically tracking and assessing the project's progress and impact.

Result:

A result refers to a specific change or outcome that a project or program aims to achieve. It represents a key achievement contributing to the overall goal. Results are often organized hierarchically to facilitate a clear understanding of the intended impact and outcomes.ve.

Indicator:

An indicator is a specific, observable, and measurable variable used to assess progress toward achieving a result or outcome. Indicators provide quantitative or qualitative data that enable the evaluation of project performance. They serve as benchmarks or signals, helping to gauge whether activities are on track and contributing to the desired changes outlined in the logframe.

Result level

If you wish to make modifications to the result structure or haven't selected one during the creation of a log frame, you can add a new results level by clicking on the "Add" button and selecting "Level."

A drawer will appear, allowing you to input the name of the new level; click "Save" to confirm. Repeat this process until all required levels have been entered.

To edit the name of a result level, click on the respective result level, and make the necessary changes.

Result

In a manner similar to adding a result level, to add a new result within a level, click the "Add" button and choose "Result." Input the result name, provide an optional description, assign the result to a specific level (e.g., Impact, Outcome, Output), and add any optional assumptions about the result.

Indicator

Numeric Indicator:

Numeric indicators are chosen when there is a need to assess progress by measuring numerical values over time. This type is appropriate for tracking and quantifying changes in absolute quantities or counts. Depending on your data availability this indicator can be stored in two data formats:

  • Latest change (since last reporting): Here data entries are totaled cumulatively over time. This option is suitable when you need to track incremental chnages and continously add to the existing total

  • Total value (since project start): Here each data entry for this indicator is the current total. This option is ideal when each entry directly reflects the comprehensive, up-to-date value without any need for additional summation.

Percentage Indicator:

Percentage indicators are selected when the focus is on measuring progress in terms of percentages over time. This type is suitable for evaluating relative changes or proportions within a given context.

Process Indicator:

Process indicators are preferred when measuring activities, steps, or processes essential for implementing an activity. This type is particularly useful for assessing the progression through sequential stages required for successful implementation of a process.

Add your team

When you click on the "User" section in the navigation, you'll be directed to an overview screen listing all existing users.

If you haven't added any team members yet, click on the "Add" button. In the opening window, provide the user's email address, first and last name, and assign a user group. After saving, a confirmation email is sent to the provided email address for account activation.

Viewers: Viewers can view all data and indicators but can not enter or edit any data

Reporters: Reporters can view, add, edit and delete data for all indicators.

Managers: Managers can view, add, edit and delete data for all indicators. Additionally, they can create result models and indicators, manage disaggregations as well as create status updates for indicators.

Within the table, you have additional actions at your disposal:

  1. Send a Confirmation Email: An activation email will be automatically sent to the user's connected email account upon creation, containing an activation link. This link remains valid for 12 hours. If it expires, you can effortlessly resend it to them until they activate their account.

  2. Edit User Information: User information, such as their names, email, and user group, can be modified directly in this section.

  3. Delete User Account: Utilizing this button allows you to delete accounts that are either no longer required or should no longer have access to your Reframe Monitor.

...

Panel
bgColor#E3FCEF

Results-based monitoring often means a growing number of key performance indicators (KPIs) and data collection tools, and thus more and more data being generated.

Reframe Monitor helps you to collect, analyse and report your data, and turn it into actionable insights – truly digitally.

The Reframe Monitor Starter version provides essential features for monitoring your indicators. It allows you to create one log frame for your project and collaborate with up to five colleagues. You can create indicators with disaggregations and monitor progress through out-of-the-box dashboards.

Advanced licenses offer additional features that even enhance your project monitoring capabilities. Such as multi-project setups, the ability to create additional log frames, and the capability to collect and manage raw data directly from your source in Reframe Monitor, connecting them to your indicators.

In this onboarding guide, you'll be guided through the following steps:

  1. Getting started

  2. Setup your project

  3. Create your log frame

  4. Create result levels, results and indicators

  5. Managing your reporting periods

  6. Add your team

  7. Add data and get actionable insights

Next step: Getting started

Info

If you have further questions or need assistance while using Reframe Monitor, please reach out to us at hello@reframe-data.io, and our team will be happy to help.