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Data Collection

Data Collection

Owned by Sarah Silver (Unlicensed)
Last updated: May 12, 2022
4 min read

Note(s): Comments added during data collection
Data collectors may add comments for context to the data they collect within a given data collection cycle. Comments cannot be added retrospectively - I.e. once data entry is complete for a data collection cycle that cycle is closed to new/additional comments. While not recommended, users can add new data which then enables a comment to be added to a past data collection cycle.  The pathway to see comments that have been added by a data collector is: enter the data collection cycle/Data History then click the responses to open the history report and see comments.



  • From the Project Dashboard, click on the Data Collection Period (usually you would begin with the Baseline cycle) you would like to enter data for

  • Click on the Data Collection tab

  • VERY IMPORTANT:  Select the Site you would like to enter data for

  • If you want to enter data for ALL criteria, click Submit Record

  • In the screen that follows, double check that you are entering data for the selected site

  • Select the date that reflects when the data was actually collected (time is optional)

  • You will note that you can toggle between Aggregate and Individual data entry

Aggregate Data Entry:

  • Ensure the toggle is on Aggregate

  • Enter the totals for the Answer Choices

  • Click on +Add Comment if you have any notes that need to be made against the data collected for a particular criteria

  • Add any Overall Comment that if required (at the bottom of the Audit Criteria list)

  • Click Submit

Individual Data Entry:

  • Ensure the toggle is on Individual

  • For Individual record entry, note that you have the option to add an Identifier

  • Select the relevant Answer Choice

  • Click on +Add Comment if you have any notes that need to be made against the data collected for a particular criteria

  • Add any Overall Comment that if required (at the bottom of the Audit Criteria list)

  • Click Submit

 

If you want to enter data for each criteria individually, hover over the individual audit criteria, then click the blue + sign

  • As per above, set the toggle to your required data entry type: Aggregate or Individual data entry

  • Double check that you are entering data for the selected site

  • Enter the totals or select the relevant Answer Choice(s)

  • Add Comment if desired

  • Click Submit

 

Project owners can choose to close, or re-open a data collection cycle through the following steps.

This must be done at the level of a data collection cycle within a project, it is not done at the project level.

  • Navigate to the data collection cycle

  • Choose Settings

  • Select Data Collection in the left-hand panel

  • Click the red text Stop Data Collection

  • Confirm in the pop up screen that appears.

 

Project owners can choose to close, or re-open a data collection cycle through the following steps.

This must be done at the level of a data collection cycle within a project, it is not done at the project level.

  • Navigate to the data collection cycle

  • Choose Settings

  • Select Data Collection in the left-hand panel

  • Click the blue text Resume Data Collection

  • Confirm in the pop up screen that appears.

 

Any questions? Please visit the JBI Help Desk for PACES support

Related content

Any questions? Please visit the JBI Help Desk for PACES support