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 DevResults enterprise site you'd like to link and publish data to from site #1?
  3. Do you want enterprise site administrators to be able to grant their users access to your project/program/country office's site? (Typically, this is a yes if your organization owns both sites and a no if you are linking to a 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 established these relationships, the two sites are linked and, if you answered yes to #3, you'll be able to navigate between the two sites and administer users for the project/country office's site from the linked enterprise site. If you don't want to publish data between the two sites, your work is done.

If you do want to publish data between the two sites, you'll need to complete some additional linking from within the project/program/country office's DevResults site before publication can complete. These steps are:

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

Link Administrative Division Levels

Typically, this just means linking your Country level to the enterprise site's Country level. You need to explicitly link Administrative Division Levels between sites because they are often called different things. In a single-country site, typically the country level is the name of the country (such as Bosnia and Herzegovina, in our example below). But in a regional or worldwide site, the country level is just called "Country." The levels must be explicitly linked so the Publication Engine knows how to aggregate data from the country site into a regional/worldwide site.

Go to Administration->Administrative Divisions.

Click the Manage levels button in the upper right corner. 

For each level you wish to link, click the number in the Linked Levels column. This will open a pop-up to view/edit the Linked Levels. 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.

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. We ask you to explicitly link these in case you have differences in spelling or wording between the two sites.

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. 

Go to Administration->Administrative Divisions.

This will open the Administrative Divisions Index page. 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. 

This will open the Administrative Division's Details page. Click the (+) Add linked administrative division... button. 

This will open a pop-up to select a linked site and Administrative Division to link to. If your site is only linked to one other site, we'll autoselect it for you. If your site is linked to multiple other sites, you'll see a dropdown at the top so you can pick the site to link to.

Use the Administrative Division dropdown to make your selection. You can start typing the name of the Administrative Division to filter the dropdown list.

Once you've selected both the linked site and the Administrative Division to link to, click the Add Link button to complete the linking. 

The Linked Administrative Divisions section will update to reflect the changes you made. 

Link Disaggregations & Disaggregation Categories 

When it comes to publication, if the indicators on the site you're publishing to have disaggregations, you must link those disaggregations and their categories to the corresponding disaggregations and categories on your own site. 

Do the disaggregations or their category lists have to have the same wording? No. You may use different names for the disaggregations themselves between sites (e.g. Sex vs. Gender) and have different names for the individual categories in that disaggregation (e.g. Male vs. Men). You can even use different languages. 

Do the two sites have to have the same number of categories in the disaggregation list? Not necessarily. The HQ or donor site can have more categories in the list than the program or project site, as long as the project or program site properly links its categories to them. For example, as a program or project site, I might define gender with two categories (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 categories to the HQ site's; I just won't ever report any data to their "unknown" category.

  • 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 categories 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 category lists, go to Administration->Disaggregations

This will open the Disaggregations Index. Click on the disaggregation you wish to link between sites. 

Click the (+) Add linked disaggregation... button. 

This will open a pop-up where you can select the linked site and the disaggregation you'd like to link to. Once you've selected the disaggregation you'd like to link, click the Add Link button. This will add dropdowns for each disaggregation category; next use the dropdowns to match your categories to the categories there. Once you're finished making your selections, click the Done button to close the pop-up. 

The disaggregation details page will update to show this link in the linked disaggregations section. If you've successfully linked all disaggregations, the "complete" column will have a green checkmark. If not, click the configure button to complete linking.

Link Indicators

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.

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. 

Go to the Definition tab for any Indicator you want to publish data to another site on. In the Linked Indicators section, click the (+) Add linked indicator button. 

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. 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. Once you've selected the linked site and indicator, click the Add Link button. The Indicator Definition page will update to show the linked indicator in the Linked Indicators section. 

If these indicators were incompatible for publishing, you'd see a message in the linking pop-up. You can still add the link if they're incompatible; you just won't be able to publish data. You'll see the warning icon in the Linked Indicators section, and you can hover your mouse over that icon to see the warning message. 

Didn't answer your question? Please email us at help@devresults.com.