Overview:

Data tags are a way to add qualitative data and information to strategy map items and also performance targets. They are particularly useful for bridging the gap between assessment reports and quantitative performance reports where the latter are linked to assessments (e.g. targets that require completion of checklists), school reports on individual students, reporting on groups and/or departments/services within an organisation, or linking reports at a service level to a corporate level for example where a corporate target comprises the results of performance targets for departments within that organisation (e.g. departments in schools, schools in colleges and services within local councils).

Tags are set up in the Data Tag tool option and added to relevant parts of the strategy map. Data tags, if attached, are reported in the Strategy Map Search by Tag report and in performance target reports.

Setting up Data Tags:

On new systems, there are no preloaded tags. Users with the relevant access levels can create as many types of tags as required. Access the system tools palette from the button in the control panel (or from the toggle menu option) and click on the Tags option (figure 1).

Figure 1: Data Tags option in tools menu.

From the list of data tags (figure 2) either select one to edit or click Add to add a new data tag (note: new systems have no default data tags, these have to be set up by the organisation).

Figure 2: Example of a list of data tags.

There are three possible types of data tags, numeric, text and list. List items are separated by a comma (figure 3).

Figure 3: Example set up of a data tag using list option.

Attaching Data Tags to Performance Targets:

Data tags are added to strategy map items and are then reported to performance targets related to the map item. Locate the performance target in the strategy map and click on the data tag icon (figure 4) then enter data for the data tags relevant to that part of the map (figure 5).

Figure 4: Accessing data tag attach option for strategy map item with an active performance target.

Figure 5: Examples of tag editing for a strategy map item with an active performance target.

Reporting Data Tags:

The data added to relevant data tags for a strategy map item will be displayed at the bottom of performance targets related to a particular strategy map item (figure 6) or in the Strategy Map Search by Tag report (figure 7.1 and 7.2).

Figure 6: Base of a performance graph showing section displaying related Data Tag information.

 

Figure 7.1: Tag Value Search window (accessed from the Reports tab in control panel for Search Strategy Map by Tag Value)

Figure 7.2: Example Strategy Map Overview by Tag report.