With Manual Data, you can enter and manage your manual data directly in IntraManager Board. You enter your data using forms that you set up yourself. 

Set up manual data 

To set up manual data, follow these steps:

1. Go to Settings > Integrations
2. Click on Add Integration, then select Manual data to create the foundation for your form. See more here.
3. You can choose to give your integration a different title and decide whether it should be active or not. 

Make your form stand out by choosing an icon, color, and description for the form.

Access 

Under Access, you must determine who should have permission to enter data into the form.

You assign access by clicking on Access > Manage access. Here, you can choose to grant access at the role, team, or user level.

Remember that access must be granted for the form to be visible to users under the manual data icon in the top right corner.

Fields 

The form is created under the Fields tab. Click on Add field > choose the field type from the list you want to add, and start building your form. 

Once the fields are created, you need to set up the KPIs you want to measure. Read more about KPIs here. Once you've set up KPIs, you have the option to create formulas based on your KPIs. Read more about formulas here.

When setting up your content for Manual data, you can choose between various field types, such as number, text, lists, etc. 

For each field, you have different customization options, such as help text, default input, active, required input, hidden from the user, format numbers, and the ability to use merge fields. 

You can move around the elements you have created, allowing you to change the order of the form. 

If there are fields you want to edit, duplicate, or delete, you can do so here. 

Conditions 

Additionally, you can set up conditions on the various fields, which depend on other fields. To add conditions, simply click Add condition. Then, choose which field from the dropdown menu should have a condition and specify what the condition should be by setting its value. If you want more conditions, simply add the desired conditions by clicking on Add condition. 

Sections 

You can also benefit from using sections to divide your data within the form. Simply click on Add section and name the section title. 

Preview 

Once you have added the fields you want in your template, you can click on Preview to see how your final form will look. 

Entering data 

With Manual Data, it is possible to enter your own data, as long as the Administrator has given access to the form/integration to the right individuals. As an Administrator, Manager, or Team Leader, you also have the ability to enter data on behalf of your users in Board. 

Before data can be entered, access must be granted to the integration. This is done under Settings > Integrations > Manual data > Access.

The manual data icon next to the search function will only become visible once access has been granted. 

Enter your own data 

Click on the Manual data icon in the top right corner > then select the form you want to enter data into > complete the form and click 'Save'. 

If you do not have access to Manual data, contact an Administrator who can assign access.

Enter data on behalf of others 

There are various ways to enter data on behalf of others in Board. 

If you have the role of Administrator, Manager, or Team Leader and have access to the Manual data integration, you can quickly enter data on behalf of others by clicking on the Manual data icon in the top right corner. 

As an Administrator or Manager with access to the Manual data integration, you also have the option to create data on behalf of others via Datasets. Under Datasets, you can also get an overview of the entered data. 

Go to Settings > Datasets > Choose the Manual data you want to enter data into > Click Create object to enter data on behalf of another user in Board. 

Then, complete the form, where you can also set a different creation date if it should differ from today's date. Additionally, you select which user the data should be entered for in the drop-down menu. 

Editing/deleting data 

As an Administrator or Manager with access to the Manual data integration, you can make changes and delete data entered by others. 

Go to Settings > Datasets > Choose the Manual data you want to make changes to > Then select which entry you want to edit or delete (use the search function in the top right corner if necessary). 

To edit, click 'Edit object', make your changes, and finish by clicking 'Save'. You will be able to see who has edited the data and when it was last updated. 

If you want to delete data, click on 'Delete object' and confirm by clicking 'Yes' to delete the data. 

Editing/deleting your own data 

Have you entered incorrect data that you want to edit or delete? 

You can access your own data history and make changes to data entered within the last 24 hours. 

To view your entries, simply click on Manual data in the top right corner > Click on the 'History' clock icon on the right side to view your entries. From here, you can see all entries made within the last 24 hours > Click on the entry you wish to modify > Choose whether to delete or edit the entry > Update the data and click 'Save'. 

A pop-up will appear showing when the entry was last updated.