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5.4 Additional data

Both Actions and Indicators have Additional Data tabs which allow you to input quantitative or qualitative updates. 

Actions have four Additional Data tabs – Guidance, Case Studies, Progress Updates and Stories. 

Whilst Indicators have six Additional Data tabs – Guidance, Case Studies, Monitoring, Progress Updates, Stories and Charts 

  • Guidance can be used to reference benchmarking standards, certification schemes, guidelines on how to meet desired Outcomes 
  • Case Studies can be used to share inspirational best practice on specific Actions or Indicators 
  • Progress Updates can include short written updates on progress towards a particular Action or Indicator or a ‘traffic light’ status 
  • Stories can capture qualitative photographic updates such as events or organisation milestones 
  • Monitoring captures quantitative updates that typically have a defined unit and target value – number, percentage, volume etc 
  • Charts that are relevant to an Indicator can be uploaded to graphically illustrate quantitative progress 

The Additional Data of an Action or Indicator can be updated in Mindmap view, Table view and Document view.  

Mindmap view  

  1. Open your Plan in Mindmap and click the Action or Indicator you wish to update.   
  2. In the side bar that appears, scroll down to and click Additional Data.
  3. In the pop-up window that appears, navigate to the Additional Data tab you wish to update, then click Save to initiate any changes.  

Table view  

  1. Open your Plan in Table and click Action or Indicator from the top ribbon to display all the Actions/Indicators from that Plan.
  2. In the column that reads Manage, click on the Eye icon to open the Action/Indicator you wish to update.  
  3. In the pop-up window that appears, navigate to the Additional Data tab you wish to update, then click Save to initiate any changes. 

Document view  

Any Additional Data tabs that have been updated for an Action or Indicator in either Mindmap view or Table view can also be edited in Document view.  

  1. Open your Plan in Document and use the ribbon on the right-hand side to navigate through the chapters of the Document. The chapters reflect the categories of the Lens framework you are working in. Under each chapter/category you will see each Outcome, Action and Indicator – including any corresponding Additional Data you have added.  
  2. Turn on Edit mode to green to edit each piece of Additional Data then remember to click Save to initiate any changes. 
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