NOTE: These instructions are for Site Owners and KU staff. Individuals assigned to Members groups will not see the Administration options mentioned below.
Correct customization of the CCB form is crucial, as it constitutes the main tool for documentation in the CCB. Our staff will work with you to create your CCB form. As a Site Owner you have the ability to manage the form(s) if you want. If you need technical assistance please contact us at email@example.com, or by calling 785-864-0533.
The aim of customizing your CCB form is to collect data in the clearest and easiest way possible. Form Customization allows Site Owners to choose or create the questions that will be displayed in the
Enter Data area of the CCB. Each user entry is referred to as an Accomplishment. It is helpful to create an outline of the questions and response choices you want in your CCB before you begin modifying fields in the CCB itself. (KU staff can provide assistance to help you with this task.) Think about what your initiative needs to track, and consider how you want the user to answer each question. For example, you might want to control how a user answers a given question by making the question multiple choice, which allows you to define the choices, or you might consider asking a question where the user needs more freedom to respond, and thus you would use a text line or text box to capture the user's response, whatever it may be.
Download the Template for a creating CCB form. This Excel document contains an overview and four tabs that provide the information you need to setup the CCB form correctly. There are quite a few choices to make on each question. Things like whether the field is required, if you want to use it to filter or graph, what type of field it should be, etc. This document gives you a place to think through and document all those answers in one place. Whether you setup the CCB form, or we do it, it is very helpful to have this form completed before the CCB form is created.
To create a new CCB form, or to manage an existing one, click on
Administration and then Accomplishment Forms in the left navigation bar.
The Accomplishment Forms page allows you to create, edit, delete, download, or import an accomplishment form.
Sections are important for two reasons:
Each field (question) you create is assigned to a Section, and also given an order number within that Section. That is why you should create your Sections before you create your fields.
Some things to remember about Section ordering:
The trigger system relies on sections. A trigger makes a subset of questions display when a specific section is referenced. For example, assume you create a section called "Ice Cream." You put a field called "Do you like ice cream?" in that section. If you answer Yes, a trigger displays additional questions like "What is your favorite flavor?" and "What is your favorite brand?" If you say No, then you would not see these questions.
NOTE: Triggers point to sections, not individual questions. So if you want just one question to trigger additional questions (like our ice cream question above), you would have to create a new section for just that question.
Every field is housed in a section. Navigate to the Sections bar and click on the twist or name to open.
A trigger allows an additional subset of questions to display when a specific answer is chosen. For example, assume you create a section called "Ice Cream." If you answer Yes to the "Do you like ice cream?" question in that section, a trigger would display additional questions like "What is your favorite flavor?" and "What is your favorite brand?" If you say No then you would not see these questions.
Here's another example that is more relevant to the CCB. When a user selects Media from the Code field, all of the questions relevant to Media will be displayed on the entry form. If the user chooses a different Code then different questions will be displayed.
It is important to place relevant questions in relevant, associated sections (e.g. questions about resources generated or donated time go in the Resources section). A trigger applied to the Section containing the Code Field (i.e. the Community Change (CC) code will display all of its relevant questions associated with the code(s) selected.
Duration One-time event=0.1 More than once = 0.55 Ongoing = 1.0Reach Low = 0.1 Medium = 0.55 Ongoing = 1.0Strategy Providing information & enhancing skills = 0.1 Enhancing services & support = 0.55 Modifying consequences = 0.55 Modifying access, opportunities & barriers = 1.0 Modifying policies = 1.0Formula= (Duration+Reach+Strategy)/3
If you need to import data into your CCB, you can do that by using field mapping. The column headers do not need to match exactly. You choose which column in your import file matches with an existing accomplishment field in the CCB. Each
new entry will create three versions. The second and third versions can be used in scoring.
Select your CCB form.