Setting Case Creation Estimate for a Circle Member

‍

1. Navigate to Circles and select the required one from the list

‍

2. In the Circle members list, click three dots next to the required Circle member  

‍

3. Select Change cases estimate

4. Enter the expected number of cases to be created and click APPLY

    a. Enter the number equal or more than 0 (zero)

‍

‍

Monthly cases estimate and the changes made in it relate only to the current month. Each month the case estimate should be updated. Otherwise, the last entered number will be applied to all subsequent months automatically.

‍

Monitoring Case Creation Estimate

The case creation estimate relates only to the Circle you are looking statistics in.

You can monitor case creation estimates for yourself, for the whole Circle or for each of your Circle members individually.

1. Go to Circles and select the required one from the list

2. In the Circle Statistics you’ll find the Cases Creation Estimate which displays the total cases creation estimate of all the Circle members

The statistics on case creation rate can be also found in Usage Statistics report and Executive Usage report.

‍

Monitoring Case Creation Compliance Rate

To evaluate if the Circle members are creating the expected level of the cases:

1. Go to Circles and select the required one from the list  

2. In the Circle Analytics field, select Compliance and Adherence → CASES  

• On the graph you will see the statistics on all active cases created by all the Circle members for this Circle during the given month

Statistics include only active and completed cases. Archived cases are not included.

‍

‍

You can switch off/on the column on the graph by clicking the corresponding eye icon on the right of the graph.

‍

3. Hover your mouse over the required column to see the actual and the expected number of created cases.  

• Actual #: the sum of all active cases created by the Circle members for this Circle during the given month + the compliance rate compared to the expected number.
• Expected #: the sum of all active cases which was planned to be created by the Circle members for the given month  

For example, looking at the image, we can see that 21 cases have been created, while the expected number of cases to be created is 25, resulting in a completion rate of 84%.

‍

Monitoring Non-Compliant Investigators

You can export the statistics on the “non-compliant” investigators who don’t create the estimated number of cases.  

To do this,  

1. In the Circle Analytics field, select Compliance and Adherence → CASES

2. Click EXPORT NON-COMPLIANT SUBSCRIBERS at the top right of the Circle Analytics filed  

3. Type in or use the calendar icon to pick the required period  

Period = 1 month

4. Click EXPORT STATISTICS.  

5. Feel free to move to any other tab if required. When the report is ready, you’ll see a notification banner at the top of the page.  

Clicking VIEW on the banner will take you directly to the Reports tab where you can find your report at the top of the reports list and download it.  

In the report you will find the information on the Circle members  who during the defined period:

• created less cases than it was expected  
• those who have 0 in actual cases and/ or expected cases

You can click CLOSE on the banner to close it and access your report later.  

How to Read the Report?

The downloaded report includes:

• the Circle members who have actual active cases created for this Circle LESS than expected during the selected period  
• the Circle members who have 0 in actual cases with 0 in the  expected cases

There you’ll find the following info:

• Name: Circle member’s name
• Email: Circle member’s email
• Status: joined / pending

• 2FA: shows if the 2 factor authentication is switched for this Cirlce member (yes/no)
• Date joined: the date when the Circle member joined this Circle
• Sponsored: shows if the Circle member is sponsored by this Circle (yes/no)
• Cases created (Total): the total number of cases the Circle member created for this Circle
• Expected Monthly Cases Creation Rate

• Period Actual Creation rate: the number of cases created for this Circle for the selected period

‍