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Suma Guide

Logging into Admin

Location Trees

  • Location trees are reusable across multiple initiatives.
  • Be sure to create at least one location in each location tree.

Navigating to the Location Editor

  • After logging into the Suma Administrative Tools, click on the Edit locations link.

Create a Location Tree

  • Click Create new location tree link to create a location tree.
  • Enter a unique name and a description for the location tree.

Select a Location Tree

  • Using the drop-down near the top of the page, select an existing location tree (such as the one you just created).
  • Click Display Locations.

Create and Name Locations

  • Click Add a location once for each new location you would like to create.
  • On each location, click the Edit link to assign a name and description to a location, as well as to enable or disable an existing location.

Note:  New locations and changes to existing locations will not be saved until the Save Locations link is clicked.

Reorder Locations

  • Click and hold on a location or location branch and drag it up and down to reorder the location tree.

Nest Locations

  • Click and hold on a location or location branch and drag it right and left to nest it under another location.

Disable Locations

  • Click the Edit link on a location and uncheck the Enabled option to disable a location.

Note:  In order to prevent data loss, locations can not be deleted. Disabling a location will suppress it in the data collection client.

Save the Location Tree

  • Save your changes by clicking the Save Locations link at the bottom of the page.

Initiatives and Activities

Navigate to the Initiative Editor

  • After logging into the Suma Administrative Tools, click on the Edit initiatives link.

Create an Initiative

  • Click the Create new initiative and enter a unique name and description.
  • Select an existing location tree for this initiative.

Note:  Every initiative must be associated with a location tree, and the selected location tree can not be changed later. More than one initiative can share the same location tree.

Select an Initiative

  • Using the drop-down near the top of the page, select an existing initiative (such as the one you just created).
  • Click Display Initiative.

Add Some Activity Groups

  • Click Add Activity Group to create a new activity group with a single activity.
  • Click Edit on the activity group to set the name, description, and other settings.

 

Activity groups can be set to be required for data collection and can also specify whether member activities can be selected for the same count.

Add Some Activities

  • Click Add Activity on an activity group
  • Click Edit on this new activity to set a title and description or to disable this activity

Reorder Activities and Activity Groups

  • Click and drag an activity or an activity group to reorder them or to move activities between activity groups

Disable an Activity

  • Click Edit on an activity to enable or disable this activity.

Save the Initiative

  • Click Save Activities to save any changes to the initiative's activities. None of these changes will take effect until they are saved.

Enable the Initiative

  • Click Enable Initiative to enable data collection using this new initiative.