Uploading your activity data enables you to track specific activities your agency has completed and review trending reports for transparency on the Agency's performance.
This article covers the following:
How to create an activity
How to add your data into AgencyZoom
How to review the activity data/reports
How to create an Activity
Click on Activities from the main menu
Click on Activity Types to add a new activity
Click Add
Input the Activity Name, Benchmark (daily goal) and who the activity Applies to
Click Save when done
How to add Activity data into AgencyZoom
For any activity that is assigned to a staff member, they will be able to manually log their data by:
Click on Activities
Locate the Acitivty Logger
Log data for the corresponding day
Save
How to review the data/reports
You have 3 different report options, all of which can be found under the Activities tab. Here's a brief explanation for each of the reports.
Daily Activity Summary: Review activity data by LSP from a daily view
Monthly Activity Report: Review activity total for a specific month, with ranking and averages
Agency Activity Trending: Review trending reports based on historical data for the entire agency
Still have questions? Contact Support.