Enterprise Linked Site Setup Checklist

Here are the steps to follow to report data successfully from one DevResults site to another:

First, contact DevResults staff to establish the relationship between the two sites. We will need to know:

  1. What is the url for the individual project/program/country office's DevResults site?
  2. What is the url for the enterprise site you'd like to link to this site?
  3. Do you want enterprise site administrators to be able to grant their users access to your site? (Typically, this is a yes if your organization owns both sites and a no if you are linking to an enterprise site outside your organization.)
  4. What is the url of the activity on the enterprise site you'd like this site to publish data to?

Once we've confirmed these relationships are established, you can begin linking things from within the individual project, program, or country office's DevResults site following these steps:

  1. Link Administrative Division Levels
  2. Link Administrative Divisions
  3. Link Disaggregations and Disaggregation Values
  4. Link Indicators

Link Administrative Division Levels

Typically, this just means linking your Country level to the enterprise site's Country level.

  1. Go to Administration->Administrative Divisions
  2. Click the Manage levels button in the upper right corner. 
  3. For each level you wish to link, click the number in the Linked Levels column. 
  4. This will open a pop-up to view/edit the Linked Levels for this level. 
  5. Select the site you wish to link to and the level in that site to link to. (In most cases, you'll likely be linking a single level, such as linking your country level to the linked site's country level, as in this example.) Click Done once you've finished making selections.
  6. Repeat these linking steps for each level you need to link.

Link Administrative Divisions

For every Administrative Division Level you linked, you'll need to link at least one Administrative Division. For example, if you linked the Country Level, you will need to link your country to a corresponding country on the other site. Similarly, if you linked additional administrative divisions (such as provinces, governorates, etc.), you'll need to link those to provinces or governorates on the other site.

  1. Go to Administration->Administrative Divisions.
  2. This will open the Administrative Divisions page. 
  3. Click the title of the Administrative Division you want to link. This will highlight the division on the map and in the tree while also showing an Edit button. Click the Edit button. 
  4. This will open the Administrative Division's Details page. Click the + Add linked administrative division... button. 
  5. This will open a pop-up to select a linked site and Administrative Division to link to. 
  6. If your site is only linked to one other site, we'll autoselect it for you. If not, you'll see a dropdown at the top so you can pick the site to link to. Use the Administrative Division dropdown to select the Administrative Division on the linked site to link to. You can start typing the name of the Administrative Division to filter the dropdown list. 
  7. Once you've selected both the linked site and the Administrative Division to link to, click the Add Link button to complete the linking. 
  8. The Linked Administrative Divisions section will update to reflect the changes you made. 

Link Disaggregations & Disaggregation Values 

In order to publish data between DevResults sites, any disaggregation and its list values that a linked indicator uses must exist on both sites and be linked together. This allows you to use different names for the disaggregations themselves between sites (e.g. Age vs. Age1) and to have different names for the individual list values in that disaggregation (e.g. Infant and Adult vs. Child and Adult).

Do the disaggregations or their value lists have to have the same wording? Nope. The names can be completely different. The linking processes handles the rest. So you can link a Gender disaggregation with Male, Female, and Other to a Sex disaggregation with Male, Female, and Unknown.

Do the two sites have to have the same number of values in the disaggregataion list? Not necessarily. The HQ or donor site can have more values in the list than the program or project site, as long as the project or program site properly links its values to them. For example, as a program or project site, I might define Gender with two values (Male and Female), while my HQ site might define it with three (Male, Female, and Unknown). I can still link the two disaggregations and link my Male and Female disaggregations to the HQ site's; I just won't ever report any data to their Unknown value.

  • Link Project Site Gender -> HQ Site Gender
  • Link Project Site Male -> HQ Site Male
  • Link Project Site Female -> HQ Site Female
  • HQ Site Unknown is ignored in publishing.

However, it's a bit trickier if the HQ or donor site has fewer values in the list than the project or program site. Let's take the opposite example: say the HQ site only has the Gender disaggregation as Male and Female and my project site collects it as Male, Female, and Unknown. In this case, if I have Unknown data entered into the project site, publication to the HQ site will fail. However, you can create a formula indicator in the project site that only adds together the Male and Female data from this indicator and link that to the HQ site (and link those disaggregations), and successfully publish data.

  • Project Indicator 1.1a has 10 Females, 9 Males, 2 Unknown
  • Create Project Indicator 1.1a.1 with formula = [1.1a | Male] + [1.1a | Female] and disaggregate it by Gender.
  • Link 1.1a.1 to the HQ indicator.
    • Link Project Site Gender -> HQ Site Gender
    • Link Project Site Male -> HQ Site Male
    • Link Project Site Female -> HQ Site Female

To link the disaggregations and their value lists:

  1. Go to Administration->Disaggregations
  2. This will open the Disaggregations Index. Click on the disaggregation you wish to link between sites. 
  3. Click the + Add linked disaggregation... button. 
  4. This will open a pop-up where you can select the linked site and the disaggregation you'd like to link to. If you know the name, you can start typing in the Disaggregation dropdown to quickly find the Disaggregation you need or scroll through the dropdown.
  5. Once you've selected the disaggregation you'd like to link, click the Add Link button. 
  6. This will open a new pop-up to manage the Linked Disaggregation Values. 
  7. Use the dropdowns under the other site's name to match these disaggregation values to the values there. Once you're finished making your selections, click the Done button to close the pop-up. 
  8. The Disaggregation Details page will update to show this link in the Linked Disaggregations section. 

Link Indicators

You can either copy indicators from the Indicator Library to make sure they're properly linked, or manually link existing indicators between sites using the instructions below. For publishing data between DevResults sites, only the data for indicators which have been explicitly linked will be published, so you'll need to complete these steps for every indicator you want to publish to another site.

  1. Go to the Definition tab for any Indicator you want to publish data to another site on. 
  2. In the Linked Indicators section, click the + Add linked indicator button. 
  3. This will open a pop-up in which you can select the linked site, filter by Results Framework (optional--you will see All by default), and select the indicator you wish to link to. 
  4. If you know the code or name of the indicator on the linked site, simply start typing it into the dropdown to narrow the list of options. 
  5. Once you've selected the site and indicator to link to, click the Add Link button. 
  6. The Indicator Definition page will update to show the linked indicator in the Linked Indicators section. 
  7. If these indicators were incompatible for publishing, you'd see a message in the linking pop-up. 
  8. You can still add the link if they're incompatible; you just won't be able to publish data and you'll see the same warning icon in the Linked Indicators section. You can hover your mouse over that"!" icon to see the warning message.