Program Managers – Socialsuite Academy

General 1 Topic

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Access Socialsuite

Socialsuite Template Library 12 Topics

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Socialsuite Template Library

Create a new Template

Set up Outcomes within a Template

Import Outcomes to a Template

Set up a Survey Layout in a Template

Unpublished and published Template’s

Publish, Edit, or Delete an unpublished Template

Edit or Revise a published Template?

How to change an existing Template

Turn existing Outcomes into a Template

Use a Template in a Measurement Project

Archive a Template

Creating a Program 4 Topics

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How to define your Programs and Activities

How to organise your Activities into Programs

The Program page

Add a Program

Creating an Activity 6 Topics

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The Activity page

Create a new Activity or Clone an existing Activity?

How to add an Activity

How to clone an Activity

Change Activity Status

Types of Activities

Measurement Projects 8 Topics

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What is a Measurement Project?

Create a New Measurement Project or Copy an Existing Measurement Project

Create a New Measurement Project

Copy an Existing Measurement Project

Edit, Review and Publish a Measurement Project

Discard or Delete a Measurement Project

Edit or Revise a Published Measurement Project?

Revise a Measurement Project

Creating an Outcome 4 Topics

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Outcomes, Indicators, Questions, and Answer Options

Create and Edit an Outcome

Create and Edit an Indicator

Create and Edit a Question

Creating a Timeline 2 Topics

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How to plan a Timeline

Create and Edit a Timeline

Data Collection Methods 4 Topics

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Data Collection Methods

Configure Data Collection

SMS Configuration

Create and Edit a Registration Template

Email Data Collection 9 Topics

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Setup and Send Survey Reminder Emails to complete surveys

Classic Email Templates

Create a Logo

Create and Edit a Letterhead

Create and Edit a Classic Email Template

Set up and Change Email Configuration

Email Manager

See all your Emails

Manage Emails

Creating a Survey Layout 6 Topics

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Survey Layouts

Which type of Survey Layout: Blank, Existing, or Tool?

Create a new Survey Layout

Use a Tool Survey Layout

Copy an Existing Survey Layout

Edit a Survey Layout

Creating a Cohort 11 Topics

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How to define your Cohorts

The Cohort page

Create a Test Cohort

Creating a Test Beneficiary

Create a Test Cohort within Testing mode

Create a new Cohort

Create a Beneficiary

Deactivate and Activate Beneficiaries

Delete Beneficiaries

Assign Reviewers to Beneficiaries

Track/Record Attendance

Contacts 7 Topics

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Contacts, Beneficiaries and Reviewers

Contact Record

Create Beneficiaries in bulk

Import Contacts and Beneficiaries

Create a Contact Record

Edit and Delete a Contact Record

Create and Edit a Task in the Contact Record

View Surveys 6 Topics

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Evaluation Manager

View a Cohort’s Surveys

View the Timelines of all Surveys

Survey Due Dates and Expiry Dates

Use Filters

View one Contact’s Surveys

Manage Surveys 11 Topics

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Reschedule Surveys

Change the Duration of Surveys

Survey Status

Change the Status of many Surveys

Quickly change the Status of a Survey

Only view Surveys for some Beneficiaries

Only view Surveys that became available/unavailable within a specific timeframe

Only view Surveys for a specific Reviewer Type

Only view Surveys for specific Survey Points (e.g. Baseline Survey, Exit Survey)

Start a Survey

View Survey Responses

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