Enterprise Linked Site Setup Checklist

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

  1. Download the Enterprise Linking Request Template.xlsx
  2. In the first row, enter the URLs for the sites that you would like to link
  3. In the following rows, enter in the names of the activities on each site that you would like to link. If you are linking multiple activities on the publishing site to a single activity on the enterprise site, please enter in the enterprise activity name for each row. For example, if two activities in site A publish to activity "BetterBetter" in site B, list "BetterBetter" in the site B column twice.
  4. Email the completed Excel file to DevResults at help@devresults.com with the subject line Enterprise Linking Request.

Once your activities have been linked, you will need to link indicators, disaggregations, and administrative divisions to ensure you can publish data. Below is a checklist of all items that need to be linked, as well as the other conditions that need to be fulfilled to successfully publish data. 

Checklist for data publishing

Link Administrative Division Levels

To begin with, link the administrative division levels.

Go to Program Info > Administrative Divisions. Then click on Manage levels in the upper right corner.

Click the number in the Linked Levels columns for each level you want to link. 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. 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. 

Go to Program Info > Administrative Divisions

Select the administrative division you want to link and 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. 

Indicators

To publish data between sites, you will need to link the indicators to one another. You can either use the Indicator Library for this, or do so manually.

To link indicators manually, go to Program Info > Indicators

Search or filter the indicator index and select the indicator you want to link.

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

Filter the list of indicators to find the corresponding indicator on the enterprise site and then click Add Link.


Link Disaggregations & Disaggregation Categories 

To link the disaggregations of the indicators you're publishing, go to Program Info > Disaggregations

Click on the disaggregation you want to link and click the (+) Add linked disaggregation... button.

The disaggregations or their categories do not need to have the same names/wording. 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. Sites can also have different number of categories in their disaggregation list. Specifically, the enterprise 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 the disaggregations together and click Add Link.

Next, you will be taken to a modal to link the two disaggregation categories. Select the categories from the dropdown menus and then click Done.

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.

You may still run into issues while trying to publish indicator results. DevResults will send you detailed emails about why a publication may have failed. However, if you find that you're still having issues please email us at help@devresults.com.

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