Homepage

Once logged in you will immediately be taken to the Homepage.  

The homepage displays a variety of information through drop-down sections. The information presented on your Homepage will depend on your Upshot User roles and project associations. 

To do, Reminders and Tasks

Reminders and Tasks are displayed under the To do drop-down. 

Reminders are automatically added when registers are more than two weeks overdue and need to be submitted. Reminders can be a helpful way of knowing what actions need to be completed on your account when you have first logged into the system.
New tasks can be added by clicking on Add task. Tasks can be used as a project management tool and can be assigned to yourself or other Upshot users. 

Performance Report

As seen below, all Projects you are associated with are displayed with indicators highlighting the completeness of your registers and progress towards any Measured and Evidenced Indicators that have been created for your project. Clicking on the project name will take you to that project’s dashboard. RAG displays the average red, amber and green achievement rating assigned to your indicators. 

By clicking on Change Filters users can choose to look at specific projects, strategies or a specific date range rather than the report being focused on the 'Today' view.

Current sessions

The Current sessions drop-down shows all your sessions from the previous four weeks and those in the next four weeks, for projects you are associated with as a Session registrar or Project manager. 

The bold title indicates the name of the activity. Beneath you can find the project name, location and Session registrar assigned to the session. 

The icon to the right of each session indicates the status of the register, either Submitted, Not Submitted or a Draft Register.

To create new activities please refer to the Activities guide. To add sessions please refer to the Sessions guide and subsequently the Registers guide.

Missing Attendee data

Missing attendee data displays the completeness of your attendee’s personal information (for postcode, date of birth, and emergency contact details only), as a percentage and as a number out of the total number of attendees. Postcode and date of birth are important pieces of data for many organisations as they allow you to report by age on the People report, as well as view your attendees on the Map function. Adding UK postcodes against attendees will also automatically generate information such as the 'Local Authority, District, Constituency and Ward' someone is from as well as the figure generated by that postcode in terms of the 'Index of Multiple Deprivation (IMD).' 

'Emergency contact details' is more of a practical element concerning the attendees you engage with.

You can add missing data from an attendee’s profile or Add missing data (People > Add Missing Data) feature.

Last Login

Last login simply displays the time and date each user with the Session registrar role last logged in to the account.

This is useful for project management purposes as the Email option allows you to directly contact your colleagues, who have previously logged in.

Note: The "Last login" section on the homepage is visible to users that have the Project Manager role. It only shows the last logins for users with the Session Registrar role on the project(s) that they have access to (and users that are both Project Manager and Session registrar on the relevant project).

Recent Media

Media can be photos, videos, Word documents, Excel sheets or a number of other electronic files. Alternatively, you can copy and paste an external link as a piece of media – potentially to a YouTube video or photo/video/file sharing site. Thumbnails of media can also be viewed from the homepage.

Media can be uploaded from the homepage by clicking the Add media button. For more information on Media, please refer to the Media guide.  

Other Features

To the right of the homepage live weekly or cumulative data and graphs can be viewed or downloaded for attendances, sessions delivered and contact hours. The People and Reports drop-downs also provide shortcuts to your attendees and statistics, respectively. 

Click here for more information on how you can create graphs and charts from your download.

Toolbar

At the top of your page you will always see the Upshot toolbar. From the toolbar you can perform several functions which are detailed below. 

This will appear differently depending on your role as an Upshot user. For example, Admin is only available to System admin and Project managers. 

Projects

Hovering over Projects allows you to view all the projects you are associated with in a calendar, show all your projects in a list, and add new projects.

People

Hovering over People allows you to select the People Report, send emails to your attendees, and most importantly add new attendees (using the Add new option). You can also select the Show all option which will take you to an overview of all your attendees on the system. Add missing data takes you to a page where you can quickly fill in any missing attendee details. Through the Attendee sign-up waiting list you can view people who have signed up using the external Attendee sign-up form. You can also search for archived attendees and check the list of attendees queued for pseudonymisation. 

Evidence

From Evidence you can Add media, view your Media library, as well as create, send and review Surveys.

Reports

From Reports you can access all the reporting features on Upshot including the People, Attendance and Statistics reports. You can also access the mapping feature and Written reports.
Note: Reporting features are only available to Project directors, Project managers and Session registrars.
To learn more about reporting please refer to the Reports Explained guide. 

Admin

Admin is only accessible to Upshot users with System admin and Project manager roles. From admin new Upshot users can be added and existing user details can be amended. 

In addition, you can manage your Data display options. Data display options are essentially the bits of information/data you want to collect from the add new attendee form. This includes managing what pieces of information you wish to make mandatory, for example date of birth or disability. You can also add your own custom Attendee data fields to the add new attendee form from admin.
Further to this, you can Add locations, manage your Strategies, add third party Funding Organisations, manage Activity types, view Sent emails, setup an external Attendee-sign up form and view the Pseudonymisation log. 

Key Terms

Attendee sign up form: 
This is an external registration form, which can be sent out via a public form URL or by embedding on your own website. This allows attendees to register themselves onto your database. The attendees get no access to the Upshot account.
For more information please refer to the short video here.
Archiving: 
The archiving feature will allow you to store attendees that are no longer actively engaging in your projects and activities. Their data remains but they are no longer directly accessible for day-to-day use.
Facilitating Organisation: 
In Upshot there are two platforms - one for facilitating organisations, often used by funders, and another for delivery organisation accounts, where the attendee and session information is inputted. Facilitating Organisations accounts can be thought of as an over-arching account linked to a number Delivery Organisation accounts. If applicable, information feeds through from the Delivery Organisation level to the higher Facilitating Organisation level for reporting purposes. However, this isn't a necessity and delivery organisation accounts are not always linked to a facilitating organisation account
For more information please refer to the short video here.
Project: 
Projects are ways of dividing up the work you deliver as an organisation. They can contain their own key performance indicators and activities. Access to projects can be restricted for each Upshot user.
For more information please refer to the short video here.
Pseudonymisation: 
Pseudonymisation is a function that replaces or removes information that identifies an individual. This allows you to delete personal information you no longer want or need to keep, without erasing the attendee’s participation data.
Strategies: 
A cumulative group or banner that outcomes sit within. Often seen as the impact or long-term effect of programming. Most organisations have a long-term vision, strategy or theory of change. This defines what change in society they hope to achieve. Each project or piece of work that they undertake should have direct outcomes, pre-conditions that bring about this long-term change. Outcomes are the change you are working towards (e.g. reducing inactivity in young people). This is different from outputs, which is the quantifiable product of your activities (e.g. 30 young people attended our fitness sessions in three months).
For more information please refer to the short video here.
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