Data Collection & Project Setup
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      1. Emitwise Academy
      2. Reportwise Academy
      3. Data Collection & Project Setup

      Monitor progress of a data collection project

      This guide shows you how to track your team’s workflow and spot any bottlenecks before the deadline.

      Introduction

      Emitwise provides a bird’s-eye view of your project’s progress—showing which tasks are done, in progress, or need attention. This guide shows you how to track your team’s workflow and spot any bottlenecks before the deadline.

      Step-by-Step Guide

      1. Open Your Project Overview

        • In Collect > My Company Data, choose the project.
        • By default, you land on the Overview tab (if not, select it manually).

      2. Check Overall Progress

        • Look at the progress donut or bar chart to see percentages of tasks that are:
          • Unspecified
          • Not started
          • Needs action
          • Complete

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      3. View Progress by Assignee

        • A separate chart breaks down tasks by the person responsible.
        • Identify who has the most tasks left or which tasks remain unassigned.

      4. View Progress by Activity type, Facility, and Country

        • This helps you pinpoint trouble areas quickly.

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      5. Check for Unassigned or Unspecified Tasks

        • Unassigned tasks: no clear data owner.
        • Unspecified status: you haven’t yet decided if the task is relevant, integrated, or not applicable.

      6. Take Corrective Action

        • Assign any unowned tasks.
        • Communicate with data owners who appear behind schedule.
        • Update statuses to reflect new info (e.g., Not Applicable or Integrations).

      Common Issues/Tips

      • Tip: Set a calendar reminder to check the Overview weekly, especially if you have a tight data collection window.
      • Pitfall: Ignoring unassigned tasks can lead to surprises at the final deadline.

      Conclusion

      By reviewing the Overview tab regularly, you can keep your data collection on track, ensuring everyone knows their responsibilities and timeline.