Use it when named people hand in figures every period and someone approves them.

Collect the figures. Check them. Lock the period.

An indicator app holds the figures you report period by period — collected from the people responsible, checked as they arrive, then approved and locked.

Four parts

From a definition to a locked period.

Collect from each unit, check as answers arrive, then approve and lock. Locking publishes one version of the period.

Collection rounds

Docs

Ask each site for its own figures.

Name who answers for which reporting unit. Each person gets one questionnaire with only their figures, and writes only their own.

  • See how far along each unit is
  • A respondent marks their share complete
  • An open round keeps the period from being locked

Checks

Docs

Rules between figures run as answers arrive.

A consistency check compares figures across indicators, slice by slice and period by period. A failing blocking check marks the cell, says why, and holds the period's sign-off; a warning only flags it.

  • Blocking or warning, per check
  • The cell shows the rule and the figures it compared
  • Sign-off waits until the blocking checks pass

Formula indicators

Docs

Formulas without a formula language.

Every part of a calculation is picked from a list, including totals up a hierarchy and the same period last year.

  • Built from other indicators and fixed numbers
  • Read back in words as you build it
  • A verdict tells you whether it runs

Review and lock

Docs

Approve a figure, or send it back with a reason.

Each answer is approved, or sent back with a reason that stays with the figure. Approve & lock publishes one version of the period. Reopening is recorded, and the version stays.

  • A reason is required to request changes
  • An approved answer locks; an administrator can reopen it
  • Approve & lock publishes exactly one version

What goes in

Figures with their rules attached.

Five kinds of value

Number, text, yes/no, select or file, plus figures calculated from the others.

Units and guidance

A unit beside every value, and guidance at the point of entry, so everyone fills in the same thing.

Dimensions

Sites, regions or products in hierarchies up to five levels, and a time grain from daily to yearly.

Conditional applicability

A figure can be required of one site and not asked of another.

Carry-forward

Last period's value can be carried forward, marked as such until someone edits it.

Disclosure mapping

Each indicator can record the standard and disclosure it answers, in your own words.

Vera

Describe what you track. Vera sets up the dimensions, indicators and formulas, and asks when something is unclear.

A reporting period

Collect, check, review, then Approve & lock: one version is published, and reopening is recorded.

Works with

Set up your first reporting period.

Describe what you track; Vera sets up the indicators and asks what it cannot know.