In Assemble, to help you measure the impact of your organisation's activities, you can create activity categories and outcomes.
Activity category
You can open activity categories for all users, or restrict them to one or more of the following features:
Ad-hoc activities
Rota
Events
Opportunities
Tasks
Activity categories need to have top-level categories and sub-categories. The top-level category works as a title only. Please be aware of the following when you add and edit new categories and sub-categories:
You can only delete a top-level category if it doesn't have sub-categories assigned.
You can only assign outcomes to sub-categories.
You can only restrict sub-categories to one or more features.
You can assign sub-categories within the same top-level category to different features.
Tasks and ad-hoc activity categories
When you add an activity to a task, you can select from sub-categories that are opened to tasks and ad-hoc activities.
When you add the final activity of the task, the final activity category becomes the task sub-category and you can't change this. However, you can edit this afterwards and you can change the sub-category to any sub-category available to tasks and ad-hoc activities.
Add new top-level categories
To add a new top-level category, click Add at top of the page and follow the on-screen instructions.
Add sub-categories
📌 Note: Before you can create a sub-category, you must first create a top-level category.
To add sub-categories:
Point to the relevant top-level category.
Click More actions then click Add sub-category.
Enter a name for the sub-category.
By default, the sub-category is selected to apply to all features. Clear any features that aren't applicable.
Add outcome to sub-categories
When you create sub-categories, you can create outcomes.
Available outcomes appear in the column on the left. To add one, click the plus icon on the relevant outcome and it moves to the right-hand column. To remove an outcome from an activity, click the minus icon.
You can also reorder outcomes by dragging and dropping them within the list.
If you remove an outcome from a sub-category that has activities assigned to it, this doesn't remove collected from existing activities, it only doesn't appear for new activities under the sub-category.
Outcomes
Outcomes help you measure the impact of your organisation's volunteering activities, allowing you to link outcomes directly with your strategic or operational plans. You can also use outcomes to collect and report on volunteer feedback.
Outcomes use the same custom field types and interface. Drag and drop the desired field type from the right column to the main screen, then follow the onscreen instruction.
Link an activity outcome to a custom field
You can link custom fields to a drop-down activity outcome. This means you can populate the activity outcome drop-down by the user attributes.
To set this up, follow the steps below:
Create a new text custom field.
Click Settings.
Under Manage, click Activity categories.
Click Outcomes.
Create a drop-down activity outcome and select Link to custom field.
From the drop-down menu, select the text custom field you created.
Assign the outcome you created on step four to the relevant activity category.
Open a user's record and locate the text custom field you created under Other Details.
Add each item you want to display in the Activity Outcome drop-down menu for the user.
The steps above need to be repeated for all users.
📌 Note: To ensure the custom field displays in the Outcome drop-down menu correctly, you must format it as id, display value| id, display value| id, display value.