Enter FYC results for the district

The FYC tab shows the whole district one results table, and somebody fills it in. Data entry is where the figures go: one FYC figure per consultant per month, and it is what the FYC leaderboard reads.

Managers and admins see Data entry on the tab’s toolbar. The tab needs the FYC results module, which the ActivityTracker team switches on, so it can be missing. Your district may have renamed the tab, so it can carry a different name from FYC.

Open the info mark beside FYC Data Entry: saving replaces that month’s figure.

Pick the month first

The panel opens on the current month. Year reaches back 2 years, and Month covers all 12.

Set both before you import or type. Everything you enter lands in the month on screen.

Import from a screenshot

Import from screenshots reads each agent’s total FYC off an AIA screenshot. Open the info mark beside it: paste anywhere on the page, one screenshot per month.

To import one:

1. Press Data entry on the FYC tab.
2. Set Year and Month.
3. Paste the screenshot, drop it on the dashed box, or click the box to pick it.
4. Press Parse 1. The number counts the screenshots still to read.
5. Check the Match column, and pick a consultant on any row reading no match.
6. Press Apply, which counts the rows it will write, as in Apply 14 rows.

Each file shows Parsing, then the rows it found, or Error. The report period is read off the screenshot. When it can’t be, the rows go under the month you set and a warning says so.

A row’s FYC is the screenshot’s life and A&H figures added together. Case counts aren’t kept.

Rows match on the agent code first and the name second, and the name match copes with a surname written first. A row that can’t be settled reads no match in red. Untick a row’s box to leave it out.

When you match a name that’s spelled differently, the pairing is saved for the agency. The next import matches it by itself. Saved matches lists every pairing with a count, and the bin on a row forgets one.

Replace this month's data wipes the FYC rows for the months being imported before the new ones go in. Tick it when an earlier import used the wrong screenshot.

After Apply the panel jumps to the latest month imported, so you can check it. The message names the months, and any name pairings it learned.

Type figures into the grid

Under the import card, Bulk (monthly) lists every consultant in the district for the chosen month, with Name, Agency and FYC. The search box above narrows it by name or agency.

A figure you type saves itself 2 seconds after you stop. The status beside the search moves to Saved with how long ago, or to Save failed. Save now saves without the wait, and closing the panel saves anything still pending.

Pasted figures are fine. A dollar sign, commas and spaces are stripped before the number is read.

On a screen narrower than 1024px the grid becomes a list. Tap a name to open its FYC box.

Fill in one consultant’s year

By consultant takes one person across the year. Choose them under Consultant, type into each month, and press Save all months. This tab doesn’t save by itself.

The months run from January to the current month for this year, and to December for a past one. Save all months writes every month shown, so a month left blank saves as 0.

Clear a month

Clear month deletes every FYC row for the chosen month across the consultants in scope. The dialog counts them, and Yes, clear month goes ahead.

Caution

Clearing a month can’t be undone. Import the right screenshot again to fill it.

FAQ

Can advisors enter their own FYC?

No. Only managers and admins get Data entry. Everyone else reads the table.

Does a new figure add to the old one?

No. Each consultant has one figure a month, and saving writes over it.

Can I import several months at once?

Yes. Add a screenshot for each month and parse them together. The review groups the rows by month, and Apply writes all of them.

I matched the wrong person. How do I undo the pairing?

Open Saved matches and press the bin on that name. Then fix the figure in the grid, or import the month again with Replace this month's data ticked.