OutNav now includes the option to create a Summary Analysis for each ‘Step’ (sometimes called a ‘Heading’ or ‘Column’) in a Pathway. The most frequently used Step Headings are listed below.
This article explains the Step Summary Analysis function in OutNav. This function in turn opens up several options for Summary Reporting.
To learn more about when and why you might use these options, please see the companion article 'Step Summary Analysis and Reporting: Possible Ways to Use These Features'.
The Summary Analysis option is only available once you have plotted a pathway. It is part of the ‘Track Progress’ phase. When you select a particular pathway to work on, you will see the option to Add Summary (or edit an existing summary) beneath each step heading:
When you click ‘Add Summary’ you will be taken to the Step Summary page.
The Step Summary page contains a free text box with the same set of formatting features as the Update Analysis text box for individual stepping stones in a pathway. The summary text box is the place where you can bring together your analysis for this step.
The number of stepping stones that have been added under this step in the pathway will be listed at the top right of the page.
The up / down arrow to the left of the step heading text allows you to either display or hide these stepping stones.
When displayed, the stepping stones are listed at the top left of the page immediately below the step heading in the vertical order that they appear in your pathway. The colour coding used to indicate progress and confidence in your evidence for each stepping stone is preserved. Read our insight post to find out more about the use of colour coding for visualising progress.
You will be prompted to select a stepping stone should you wish to see the analysis text.
When you select a stepping stone, the associated analysis text will be displayed directly above the summary text box and to the right of the list of stepping stones. (The top-right corner of the selected stepping stone changes shape and the stepping stone shifts slightly to the right to provide an instant visual reminder of the stepping stone the analysis text relates to.) You can select each stepping stone in turn, or move back and forth between them as you write your summary analysis for the step.
You can copy and paste text from the stepping stone analysis text box into the summary text box. All formatting will be preserved, with the exception of links.
Links must be recreated using the link tool in the formatting bar to preserve integrity.
Images cannot be copied across; images already added to the stepping stone analysis can however quickly be added from the image tray using the 'browse' feature associated with the image tool in the formatting bar.
Read more about adding images.
Your Summary Analysis will be saved automatically at regular intervals. When you have finished working on your summary you should save any final changes and will be returned to the pathway.
You can later amend your Summary Analysis by clicking the Edit Summary button.
Conducting all of your analysis at step level
While a pathway must have been plotted before you can use the Summary Analysis option, it is not necessary for any stepping stone analysis to have taken place.
Should you select a stepping stone where no analysis has been recorded, you will be given the opportunity to add analysis for that stepping stone. You can however choose to move directly to writing a summary analysis at step level if you prefer.
This greatly increases the flexibility of using the Summary Analysis option as described in Summary Analysis and Reporting: Possible Ways to Use These Features.
Read the next article to find out more about the options for Step Summary Reporting in OutNav.
Need some extra help?
Why not pop into one of our drop-in help sessions, running twice weekly on Tuesdays and Thursdays? A member of the Matter of Focus team will be on hand to answer questions and help with your evaluation in any way they can.
We also run regular community meetings where you can share with and learn from other members of the OutNav community.
Free access to all of these sessions is included with your OutNav subscription. More information and links can be found on your Organisational Dashboard.