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Entering Accomplishments

It’s easy to enter, view, and work with your accomplishments. The buttons to Enter Data and View Data are conveniently located on your CCB Dashboard. You have the ability to save a view, so you see the filtered data you want each time you view your data. There is also a Data Sheet entry option.

Dashboard buttons for Enter Data and View Data.

Video Tutorial

Section titled “Video Tutorial”

About Accomplishments

Section titled “About Accomplishments”

Data entered about your activities are called Accomplishments in the Community Check Box (CCB). The CCB generally captures the following types of data in Accomplishments: Community Action (CA), Community Change (CC), Development Activity (DA), Services Provided (SP), Resources Generated (RG), Media (M) and Other (O) — as well as other customized data that your group has determined to collect. It is important to note that the exact data options you see will depend on customizations that have been made to meet the unique needs of your initiative.

NOTE: Be sure that you are familiar with the Coding Instructions and Definitions before you begin entering Accomplishments.

To Enter an Accomplishment

Section titled “To Enter an Accomplishment”

  1. Click on the Enter Data button on the Dashboard.

    NOTE: If you have more than one form in your CCB you can select a different form by clicking on Accomplishments in the left navigation list, selecting the form you want, and clicking New.

  2. Select responses from dropdown or multiselect questions by clicking the arrow located to the right of the entry field to see the options and choose the most relevant option(s).

  3. Select or deselect checkboxes by clicking the box.

  4. When you select certain responses (e.g., Code), you may notice that a new set of questions will appear. These are called “triggers.”

  5. You might see the Help icon (a circular blue question mark) associated with certain questions. Click on it for more info or instructions to help you answer the question.

  6. If your form contains a frequency field (e.g., “How many times did this occur?”), you might see that 1 is the default. Only enter a different/higher number if the activity you are documenting happened more than once. For example, if you gave the same presentation to three schools, you could enter 3 here instead of creating three separate entries. This special frequency field will multiply all numerical data in your entry and some of the dropdown or multiselect data by this number when you graph it.

  7. Once you are finished entering information about an Accomplishment, click:

    • Save if you need to add Participants Description, Key Event or File(s) — select the appropriate sidebar tab and complete the fields shown.

      NOTE: If you are attaching a file, please be aware that the CCB only allows xls, xlsx, doc, docx, pdf, bmp, gif, jpg and png files to be uploaded. Please note the file size limit as well. Attachments are intended for internal association to a CCB entry (as reference) and cannot be exported and retain association to your internal data entry. This feature should not be used as a file repository.

    • Save and Close if this is the only entry you want to complete. This will return you to the accomplishments listing.

    • Save and Add Another if you want to add another entry.

Tip: If you’re not ready to finalize an entry, you can save it as a Draft instead. See Drafts for details.