Insights - Setting up your metrics

Connecting the dots so you can get instant answers wherever you are.

What is a Metric?

Metrics are maps to the type of data you collect in Forms and Actions in Damstra Forms. They were previously called Progress Points.

Metrics let you define which data sources are queried when the Site Assistant is asked questions, which the units they are in (where relevant) and attributes that you might want to use to categorise or break down the data.

For example, you might want to report on:

• Hours in timesheets for different people and with different codes - overtime, ordinary, etc.
• Vehicle Inspections completed with different outcomes
• Injuries reported of different types and severity, for different projects or sites.

Note: you must be a Super user with "Manage Templates" access to configure Metrics.

But why do I need them?

You fill out forms in Damstra Forms, so you've got the data - now you want to get answers on the spot - about progress, about safety, about inspections, about time sheets. 

Say you're tracking loads of material moved on forms in Damstra Forms. 

You might want to know the answers to questions about progress. Not only "How many loads?", or "How many loads last week?", or even "How many sand loads this week?" 

You want to get instant answers (no Exports or manual data analysis necessary) to questions such as:

You can achieve this using Metrics, which tell Site Assistant where that specific data is.

How do I create a Metric?

Metrics can be found under the Insights menu.

You'll start on the list containing your existing Metrics (which you can Edit or Delete). You can also create new Metrics here, using the green Create button.

An Example Metric

We want to be able to ask the Site Assistant about Loads of material reported in our Daily Operations Report form, like this:

But how does the Site Assistant know where to find data relating to Loads, or how they Loads relate to materials (like sand) or equipment (like WT-33)?

We've created a Metric called Loads - so now, we can specify the Sources and Attributes.

Below we've chosen the Daily Operations Report template (because we know that's the form where Loads are reported on site). More specifically, we choose the Operator table, and specify the "Lds" column (which is where users fill in the number of Loads).

From here, we add an Attribute. We know we'll want to find out things like:

• How many loads for Jim (or another operator) last week?
• How many loads using LV33 (or other plant/equipment) this year?

Each of these is an Attribute. So, we add a new Attribute called Activity and define the field in which the Activity is specified, in the Daily Operations Report (in this case, it's a field containing a list of materials).

Similarly, we add Attributes for the Operator (which corresponds to the Operator Name field) and the Plant (a list of plant codes).

Note, for each Source (i.e. each different template that Loads are recorded in) you'll need to define which fields the Activity, Plant, and Operator correspond to (if there are such fields).