This article covers how to manage the following items for Success Indicators, all of which appear in the top "Manage Bar" of the SI Page. Permissions detailing who can complete each action are included in the Written Explanation section below. For information on Tasks within an SI, see the article on Managing Tasks:
- Status
- SI Owner
- Due Date
- Work Product
- SI Team
Update: You can now navigate between SIs by hovering over the Stage or Driver above the SI Title.
Note: Only users with access to the DCF can view and be assigned to work on Success Indicators.
Video Clip:
This clip from the Success Indicators Overview shows the Manage Bar from 0:15-1:20 before moving on to demonstrate Success Indicator Resources.
Animation:
Written Explanation with Visuals:
Status
By default, SIs all start with the status of Not Started. As work is completed on the SI, the status can be updated to In Progress, and when the SI Owner decides, he or she can mark it as Ready for Review. Then, the Driver Owner or DCF Manager will receive a notification to review the SI, and they can mark it as Complete.
To change the status, the user must click on the current status icon in the Manage Bar to open an editable area, select the new status, and click Save. The user will have the option to share this new Status in the News Feed. Note that the status of SIs in the district's current Goals Cycle are reflected in the Goal Cycle stats on users' Dashboards.
Permissions: Only the Driver Owner and DCF Managers can change the SI to any status, including marking the SI as Complete. The SI Owner can change the status to/from Not Started, In Progress, and Ready for Review. Task Owners, SI Participants, and Basic Users cannot edit this part of the Manage Bar, but they can see the current Status.
SI Owner
By default, SIs do not have an assigned Owner. When it is decided who should be in charge of the SI, the Driver Owner or DCF Managers can assign the SI Owner.
To assign or change the Owner, the user must click on the "Owned By" area of the Manage Bar, begin to search for a user, select the desired user from the dropdown of relevant results, and click Save. The user will have the option to share this new SI Owner in the News Feed.
Update: Once an Owner is assigned, this portion of the manage bar will turn green. Also, you can now also remove a currently assigned owner without adding a replacement by clicking the "Remove Owner" button, and you can choose whether or not to send an email notification to the assigned/unassigned user.
Permissions: Only the Driver Owner and DCF Managers can assign or change the SI Owner. SI Owners, once assigned, Task Owners, SI Participants, and Basic Users cannot edit this part of the Manage Bar, but they can see the name and profile picture of the currently assigned SI Owner.
Due Date
By default, SIs do not have an assigned due date. If a due date is desired, the SI Owner, Driver Owner, or DCF Managers can assign it.
To assign a Due Date, the user must click on the "due by" item in the Manage Bar, select a date on the calendar, and click Save. When the Due Date is approaching, SI Team members will receive a notification.
Update: When an Due Date is in the future or the SI is Complete, this area of the SI manage bar will turn green. If the due date is in the past, it will turn red, and when it is within a week away, it will turn yellow.
Permissions: The SI Owner, Driver Owner, and DCF Managers can add or edit the Due Date. Task Owners, SI Participants, and Basic Users cannot edit this part of the Manage Bar, but they can see the current due date.
Work Product
By default, SIs do not have an uploaded Work Product, and SIs do not require a Work Product in order to be marked as Complete. On the SIs in which a Work Product is produced, the SI Owner, Driver Owner, or DCF Manager can upload it to the SI, and it will be visible to all users in the district.
To upload a Work Product, the user must click the Work Product section of the Manage Bar, add a Work Product File or Link with an optional Description, choose to share with "All Districts" or "My District", and click Save. The Work Product will appear on in the SI manage bar for all DCF users in the district, and will appear in the News Feed, SI Resource section of the SI, and Resource Library for users with whom it is shared.
Permissions: The SI Owner, Driver Owner, and DCF Managers can add the Work Product. Once a Work Product has been added, only the user who uploaded it can edit it. However, the SI Owner, Driver Owner, and any DCF Manager can Delete it so that a new one can be added. Task Owners, SI Participants, and Basic Users cannot use this part of the Manage Bar, but all users can click to preview and download the currently uploaded Work Product.
SI Team
By default, the SI Team section of the Manage Bar is empty. When the Driver Owner or SI Owner is assigned, they will appear in the SI Team, and they can add Task Owners and SI Participants to the Team as well.
To view the SI Team, any user can click the SI Team section of the Manage Bar, and click Close to return to the regular view of the SI. To add SI Team members, see the list below:
- To add an SI Participant, current members of the SI Team can click the Add Participant button, select a user or users from the popup shown below, and click Save. You can choose whether or not to send an email notification to the assigned/unassigned user.
- To assign a Task Owner, current members of the SI Team can use the Tasks Manage Bar. You can choose whether or not to send an email notification to the assigned/unassigned user.
- To assign a SI Owner, appropriate users can use the SI Manage bar as explained above.
- To assign a Driver Owner, the DCF Manager can use the popup available on the Digital Convergence Framework.
Update: When the first user is added to the SI Team, this area of the SI manage bar will turn green. Also, DCF Managers and Driver Owners can now copy the SI Team from one SI to another.
Permissions: All district users can view the SI Team. All current members of the SI Team (the Task Owner(s), SI Participant(s), SI Owner, Driver Owner, and DCF Manager(s)) can add SI Participants to the Team and Task Owners to the Team. Driver Owners and DCF Managers can also add/edit the SI Owner, and DCF Managers can add/edit the Driver Owner.
Above: Popup to Assign SI Participants
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