Welcome! We have a snapshot to walk you through the basic steps in the SMDS process.

http://successmeasures.freshdesk.com/support/home

From the snapshot, you can click on any link to find more detailed instructions.

We also have an overview that is a great way to get acquainted with SMDS. Read through this PDF to get to know the system and its steps:

http://successmeasures.freshdesk.com/support/solutions/articles/4000060960-smds-overview-tutorial-

  • Make sure you are using the correct URL: http://successmeasures.org/smds-login
  • Use your email address and password to login. Try Success1!, the password we give you when you are new.
  • If that doesn’t work, click the link for the Forgot Password
  • If it tells you that you do not have an account, file a Help Desk ticket using this link

You can add, delete, and manage users by going to Administration → Users. You can add as many users as you need. To find the step-by-step instructions for adding and managing users, use this user guide:

http://successmeasures.freshdesk.com/support/solutions/articles/4000105808-creating-and-managing-users

First, make sure you have your data collection tool in an active evaluation. We have a guide and tutorial to walk you through the setup: http://successmeasures.freshdesk.com/support/solutions/articles/4000105755-create-an-evaluation

After you have an active evaluation, you’re ready to enter data. There are different ways to enter data. You can:

  • Enter data directly into SMDS, one survey or observation at a time.
  • Enter data into a system-generated Excel spreadsheet and upload into SMDS.
  • Set up an email distribution for your clients or customers to fill out a survey on their own.

There are also different information sources (individual, location) to use for data entry. What you use depends on the data you are collecting. You might be collecting property observations, in which case you would be entering location data. You might be collecting survey responses, in which case you would be entering data from individuals.

If you are collecting multiple rounds of data and entering data directly into the system, you will enter data for either a new respondent (someone who is not in SMDS) or an existing respondent (some¬one who is already in SMDS). We have guides for both options.

Use this link to find the guide or tutorial that matches the type of data entry you are doing:

http://successmeasures.freshdesk.com/support/solutions/4000006112

SMDS allows you to customize any tool in your tool set. Customizing a tool is done by cloning, or making a copy, of the Success Measures tool. By making a copy, the Success Measures tool will always be in your tool set. Your cloned tool can now be customized to fit your needs.

We have many guide and tutorials to help you in this process. We encourage you to start with the Customizing a Tool Overview, and then move on to more detailed instructions for anything you want to do, including adding questions, editing existing questions, using skip logic, and working with multiple languages.

http://successmeasures.freshdesk.com/support/solutions/folders/4000022825

You can look at look at your data one response at a time, or by running a report in SMDS.

To preview or change a response, to go Evaluation → Responses → Manage Responses. From there, click on the link for the evaluation you’re using, and then click the link for the data collection tool. Then, you can preview or change any response using the icons to the right of each response.

You can also run a report in the system to look at your data in different ways. You can view every response, or look at percentages or frequencies. If you have multiple rounds of data, you can look at changes over time and data from different evaluations. Check out our guides on generating reports:

http://successmeasures.freshdesk.com/support/solutions/folders/4000022884

You can set up an email distribution in SMDS to send your survey to customers of clients by email. Here is our guide and tutorial to walk you through that process:

http://successmeasures.freshdesk.com/support/solutions/articles/4000105764-sending-surveys-by-email-distribution

Right now, you can change a response, by going to Evaluation → Responses → Manage Responses. From there, click on the link for the evaluation you’re using, and then click the link for the data collection tool. Then, you can preview or change any response using the icons to the right of each response.

We are working on making it easier for you to change the individual or location associated with that response. For now, file a Help Desk ticket and we’ll help you make those changes.

You can make changes to your evaluation as long as you have not entered any data into the evaluation. Go to Evaluation → Evaluations. Then choose the evaluation you’d like to change, and click the Draft button at the bottom of the screen. Your evaluation will go back to draft mode, and you can add or remove tools. When ready, click Activate.

If you have entered data but need to make changes to your evaluation, file a Help Desk ticket and we’ll help you make those changes.

First, make sure you have your data collection tool in an active evaluation. We have a guide and tutorial to walk you through the setup:

http://successmeasures.freshdesk.com/support/solutions/articles/4000105755-create-an-evaluation

Now you’re ready to enter data. Check out our FAQ on entering data

});