What it is and what it's for#
The programme's dashboards answer the question of whoever runs it: how is this going? Averages, percentages, distributions. For someone who manages a team of fifteen or twenty people, that question is of little use: their ranking is the whole list and their average is themselves.
Someone who manages a team needs to answer something else: who do I need to call tomorrow. That is why, in the manager's panel, the list with first and last names is not an appendix at the end of the report: it is the product.
A manager in WinChange is the person set as Manager of an organisation: a region, a store, a department. They see that organisation's people in their panel and receive their submissions pending approval.
How to set it up#
There is no panel to build. The only thing you configure is who manages which organisation, and that is done in Organisations (Manage › Users › Organisations): every organisation has a field, Manager, to designate the person who runs it. The filters for organisations with and without a manager on that list tell you which ones have been left with nobody.
From there, everything else follows on its own: as soon as someone is set as Manager, their home page shows them their team's tab.
Scope is a single level: the manager sees the people assigned to the organisations where they are set as Manager, and nobody else. There is no inheritance and no organisations hanging off others. If someone has to see two regions, they have to be set as Manager in both.
Day-to-day use#
1. Open the panel#
The manager's panel is on the app's home page. Under Viewing as, switch from My view to My team. It is not in any menu: a manager who is not an administrator has neither the Analyze nor the Manage menu, and if they try to open one of those screens by its address, the app sends them back to the home page.
At the top are the same toggles as in the other dashboards: Include inactive users, Exclude inactive groups and the period (Last 7 days, Last 28 days, Last 90 days). Under the My team title you see how many people you have and in which organisation, and the Refresh data button.
2. See how your team is doing#
Six cards sum up the team: People (in the units you manage), Active (28 days) with its participation percentage, At risk (no login in 14 days), Never logged in, Actions (28 days) against the previous 28 days and Points (28 days) with the average per person.
Below, Your team vs the whole programme compares your people's participation with the whole programme's, and Where to start orders the tasks by urgency (HIGH, MEDIUM…): for example, activating people who have never logged in or re-engaging people who have been away for two weeks.
The comparison describes, it does not explain. A team below the programme average is not a bad team: it may be a region without the app installed or with shifts that leave no time. Use it to decide where to ask questions, not to draw conclusions.
3. Choose who to call#
Your team, person by person is the roster: Person, Unit, Status, Last login, Actions, Points and Needs attention (actions they have already done that are waiting for your approval, or that are still undone with the date gone by). It is sorted worst first: people who never logged in first, then those who have gone longest without logging in.
You can filter it with Search person, unit or location and with the Everyone, At risk, Never logged in and Need attention tabs, each with its count.
Further down, What your team is doing (28 days) lists the actions with their Points, how many Times done, by how many People and the Reach (what share of the team has done it).
The cards in this panel do not open and there are no buttons to copy emails, download the list or send notifications: those are only in the Admin view. To contact your people, use your team's usual channel.
4. Approve what your team has done#
In the top bar, a manager has two icons: Approvals and Notifications. Approvals opens the inbox with the pending submissions of the people in their organisations; each one expands with what the person wrote, the points and the date, and the Approve, Send back and Reject buttons. The details are in Approvals and moderation.
- What you approve credits its points at that moment, not before. Until then the person sees it as pending.
- What you send back reopens for the person with what you asked them to fix, and they can resubmit it.
- What you reject is closed with no points and cannot be submitted again.
Managers do not moderate comments or handle orders: that is for administrators.
Frequently asked questions#
Do I see the people in organisations that report to mine?
No. Scope is a single level: only the people assigned to the organisations where you are set as Manager. If you need to see more, you have to be set as Manager in those organisations too.
Some of my team are missing from the list. Why?
Almost always because those people are not assigned to your organisation, even if they work with you. Membership of the organisation is what counts, not the real org chart. You can check it on their profile in Users, Structure field.
I don't see the My team tab.
It only appears for people set as Manager of an active organisation. Ask an administrator to check it in Organisations.
Does the person know I am looking at their data?
They get no notification. What they do see is the result of what you do: an approval, a send-back with what they need to fix, or a rejection.
Can I take the list into a spreadsheet?
Not from the My team tab: it has no download. If you need the list for a meeting, ask an administrator: they can download it from the Analyze dashboards.
A member of my team shows zero across the board.
First check whether they have ever logged in. Zero in every column is almost never lack of interest: it is usually a sign-up that was never completed or someone who has not installed the app. See Users and access.
Limits and caveats#
- Each person belongs to a single organisation. Someone cannot be split between two managers; you have to choose.
- An organisation with no Manager has nobody looking at its people, and its submissions pending approval only reach the administrators' inbox. Check it with the no-manager filter in Organisations.
- The manager's panel is read-only. To change a date, some points or the content of a challenge you have to go to Manage, which is for administrators. See Journeys and challenges.
- Administrators have their own panel. On their home page, the second tab is Admin view, covering the whole project: see Engagement dashboard. An administrator who is not Manager of any organisation sees the Detailed Action Progress screen in Analyze empty.
- The data is calculated when it loads. If you have just approved a batch of actions, click Refresh data before reading the cards again.