Updating the Performance Management metrics best practices?

[Joshua-Young]

I recently published the Performance Management solution for my organization on ArcGIS Enterprise 11.4 and 200+ metrics later (sigh...) management is happy with the solution. The problem that I am running into now is I originally pulled metrics into the Excel template provided by the solution which was great for the first data load. However, I would like to hand off to our various departments the responsibility of updating their metrics in the solution.

Ideally, I would like to move away from Excel and use a web-based solution to allow the departments to add new metrics, but I have not yet found an Esri web-based product that does this well. I thought the Manager instant app would be a good fit, but it does not allow editing or adding related records. Survey123 hangs trying to load all the metrics in one survey. I am going to try Experience Builder next.

[ChrisFox]

@Joshua-Young, I have demonstrated this scenario using Survey123 in the past. Essentially I was using Survey123 to just add new data points to the metrics layer. I was not using a repeats question to add related data, so I did not need to load any previous data. I just defined a dropdown to select the appropriate boundary, outcome and metric and then entered the values.

I think Manager could also work for this, you can add related records if you add the related records element to the form for the boundaries layer in the web map. I think it would be easier though to just add a new record to the table, but unfortunately at 11.4 the ability to create new features or records in a table was not yet in Manager. This is available in the current AGOL release and will be in Enterprise 11.5.