Custom Models, Metrics & Metric Baskets

Custom Models and Metrics

Where an organisation tracks an activity that sits outside the IES, custom models and output-only custom metrics can be created to capture it. Speak to the Thrive team before setting these up, as you will need Super User permissions.

Creating a custom model

Select + Create Model underneath the model list.
In the Create Model window, enter a name in the Model name field (this is required).
Select Create Model to save, or Cancel to close the window without saving.

Figure 6 The Create Model window

The new model is added to the model list and opens automatically. As it is empty, a Get Started message is shown.

Figure 7 A newly created custom model, ready for content to be added

Select the + button at the top right of the model to begin adding impact areas, groups and metrics.
Build up the structure you need, adding impact areas first, then groups within them, then metrics within each group.

Creating a custom metric

Adding a metric opens the Create Metric panel. This is a two-step process, shown on the left of the panel: 1. Configure your metric, then 2. Map your metric, which places it within your model.

Figure 8 Step 1 of the Create Metric panel: Configure your metric

Field	What to enter
Metric Code	A short, unique code for the metric.
Metric Name	The full name of the metric, as it will appear in the library.
Metric Type	Select the type of metric from the dropdown.
Unit of Measurement	What is being counted, for example hours, people or pounds.
Social Value Proxy	Select a proxy value from the dropdown, where one applies.
Metric Description for Admin	Guidance for administrators on how the metric should be used.
Metric Description for Data Collector	Plain-language instructions shown to the people entering data.
Allow negative values	Tick if a negative figure can be entered.
Requires Comment	Tick to make a comment mandatory with each submission.
Requires Evidence	Tick to make supporting evidence mandatory with each submission.

Tip Write the Data Collector description with the person entering the data in mind. Clear instructions at this stage lead to more consistent submissions and fewer rejected records later.

Metric Baskets

Frequently used metrics can be grouped into a metric basket, for example an organisation's top 20 metrics. A basket can then be pulled into a project or estimate in a single action, rather than selecting each metric individually every time.