New activity diagnostics

We've added a new Diagnostic check. You can now review all activities with duplicate codes and reference numbers at a glance at Administration > Diagnostics.

These aren't errors in the way your site is set up, but we're hoping this helps you review and audit your activity information if you need!

rn-activity-diagnostic.png

Note: Diagnostics are typically available to site owners, but access can be extended to others (see: Administration > Groups).

IATI Hub: organization file generator

IATI publishers can now generate organization files (or org files) using DevResults. We've also removed some of the legacy IATI tools, namely the "IATI Export" and "Download IATI XML" options available from Reporting Period pages.

iati-org-file-generator.png

Owners may generate an org file by:

  1. Navigate to Administration > IATI and click on the Organization File tab
  2. Populate the Budgets (1), Budget Lines (2), Expenses (3), and Expense Lines (4) tables with relevant information on your organization's finances.
  3. Add document links (5) for relevant documents and publications about your organization's activities and impact.
  4. Click the blue Create IATI Organization File button (6) at the bottom to validate your data and download the XML file to publish on the IATI Registry

For more information on what to include in your org file, see IATI's Publisher Guidance and Technical Documentation.

This completes the trifecta of tools - the Activity File generator, the Org File generator, and IATI-specific Settings menu - that comprise the IATI Hub, which we first released a couple weeks ago. You can read about how to generate both activity and org files in our Knowledge Base.

We will continue to improve upon these tools going forward to better support the International Aid Transparency Initiative, its publishers, and its data users.

IATI Hub: include indicator result comments in activity file

As part of the recently released IATI Hub, DevResults now allows users to decide whether they want to include indicator result comments in their activity file exports.

indicator-result-comments-example.png

If your organization does not use indicator comments often, or uses them strictly for internal purposes, no action is needed. For organizations that intend to publish their indicator result comments as qualitative data or as an explanation of quantitative results in their IATI Activity File:

indicator-result-comments.png

  1. Go to the IATI Hub (Administration > IATI) and click on the Settings tab.
  2. In the Export Defaults section, click to enable the inclusion of indicator result comments in your activity file.

To learn more about how to configure your site for IATI exports, check out our Knowledge Base article.

Bookmark Menu: easier access to bookmarks

We've add a brand new field to our site menu options. You can now access all bookmarked activities and indicators from any DevResults page by clicking on the Bookmark dropdown menu. rn-bookmark-menu.png

You can also remove bookmarks more easily now be clicking on the star button next to the name of the activity or indicator you would like to remove. rn-bookmark-menu-unbookmark.png

New diagnostic check

We've added a new Diagnostic check. You can now review a list of all data tables not linked to an indicator at a glance at Administration > Diagnostics.

Note: Diagnostics are typically available to site owners, but access can be extended to others (see: Administration > Groups).

rn-table-indicator-diagnosticPNG.png

New default custom queries for finance info

We added even more default custom queries. If your activities have a finance tab, you can now find complete exports of all finance data by activity. This includes budgets, planned disbursements, and transactions. You can find these, along with any queries specific to your site, at Administration > Custom Queries.

Note: Custom queries are typically available to owners, but access can be extended to others (see: Administration > Groups).

Finance Queries.jpg

Inbox info blurb for unread messages extended to read messages

We just released a minor change to your DevResults inbox. (You can find this by clicking on your profile icon in the top right and then clicking on Inbox.)

Previously, the messages in the Unread tab showed the complete message content while those in the Read tab included just the title. We've now included the full message content in the Read tab.

Unread.jpg

IATI Hub: easier, faster activity file generator

As part of its continued support for the International Aid Transparency Initiative (IATI), DevResults is upgrading its IATI publishing capabilities. Owners may now go to Administration > IATI to access all IATI tools in one place:

  • Activity file generator
  • Organization file generator (coming soon!)
  • IATI settings and configuration options

In addition to the new layout, we've made several changes to how IATI activity files are generated. Rather than downloading data by reporting period, you can now generate cumulative results data in a single file. To generate an IATI Activity File:

IATI Hub.png

  1. Open the Activity File tab
  2. Filter your activity list using the available query tools
  3. Select which activities to include in your file, either all at once or one by one using the checkboxes
  4. Click on the blue Create IATI Activity File button to start the activity file export wizard
  5. Filter and select the reporting periods for which you want to include results data
  6. Click the green Validate Data button to run a series of quality checks, view the results, and download the XML file to publish on the IATI Registry

Check out our Knowledge Base article for step-by-step instructions. And let us know what you think about IATI Hub at help@devresults.com.

In the coming months, we will introduce more upgrades to the IATI Hub, including the ability to produce organization files as well as publish directly to the IATI Registry with one click. Stay tuned!

More default custom queries

We've made a couple more updates to the default custom queries that all DevResults sites come with. You can find these, along with any queries specific to your site, at Administration > Custom Queries.

This week we've added two new default custom queries:

  1. Complete Narrative Response Export which shows you a full list of all narrative responses users may have submitted, organized by each custom Narrative Question in your site and sorted by Reporting Period and Activity.
  2. Users with bounced emails which provides a full list of users to whom we were unable to deliver emails. These users may need to have their emails updated or removed from the site (but their emails may also have bounced due to your internal spam filters!),

Note: Custom queries are typically available to owners, but access can be extended to others (see: Administration > Groups).

Four more Forms Fields

We took four existing fields in the forms tool and added new versions that make them even better. Now you can use either option.

Indicator fields:

Original: [[Indicator_Disaggregations]]
Returns (for example): Sex, Age
New: [[Indicator_Disaggregations_Categories]]
e.g: Sex: Male, Female; Age: Adult, Child

Original: [[Indicator_Objectives]]
e.g: 1.1, A-3
New: [[Indicator_Framework_Objectives]]
e.g: M/1.1, E/A-3 (Includes the framework code)

Activity & Activity (single reporting period) fields:

Original: [[IATI_RecipientCountries]]
e.g: ETHIOPIA, SOUTH SUDAN
New: [[IATI_RecipientCountries%]]
e.g: ETHIOPIA (70%), SOUTH SUDAN (30%)

(Why is it all caps? We don't know -- that's how IATI wants it.)

Original: [[IATI_RecipientRegions]]
e.g: Africa, regional; Middle East, regional
New: [[IATI_RecipientRegions%]]
e.g: Africa, regional (80%); Middle East, regional (82%)

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