Shield Tracker documentation helps your team get the most out of the platform.
Getting Started
New to Shield Tracker? Start here to understand the core concepts and get your team onboarded quickly.
- Platform overview — How Shield Tracker maps to the USNWR survey lifecycle: survey years, service lines, sections, and questions
- User roles — Understanding the four role types and what each can access
- Your first survey year — Step-by-step guide to creating a survey year, enrolling service lines, and opening data collection
Data Entry
Shield Tracker supports 17+ question types designed to mirror the exact structure of USNWR surveys.
- Question types guide — Detailed reference for each renderer: free text, numeric, yes/no, percentage splits, contact info, complex tables, file uploads, and more
- Auto-save behavior — How automatic saving works, conflict resolution, and recovery
- Year-over-year cards — Using prior-year data as context during current-year entry
- Document uploads — Attaching supporting documentation to individual questions
Review & Approval
- Workflow phases — How submissions progress through Setup → Collection → Review → Submission
- Inline comments — Adding, viewing, and resolving reviewer notes on specific questions
- Approval chains — How multi-level approvals work and how submissions get locked
Analytics & Reporting
- Organization dashboard — Understanding the KPI cards, completion tracking, and service line overview
- Year-over-year trending — Interpreting multi-year charts and identifying patterns
- Gap analysis — Using decline detection to prioritize improvement efforts
- Exports — Generating PDF summaries, Excel data dumps, and submission-ready formats
Administration
- User management — Creating accounts, assigning roles, resetting passwords, deactivating users
- Service line configuration — Setting up service lines with section letters, USNWR identifiers, and display order
- Survey year setup — Creating new survey years, setting deadlines, enrolling service lines, managing phases