System Overview

The Benchmark Application System is a comprehensive data collection and analysis platform designed for water and sanitation utilities. It enables systematic collection of operational, financial, and service delivery data for performance benchmarking and reporting.

Data Collection

Structured data entry across 6 major sections with real-time validation

Auto-Calculations

Automatic KPI computations and trend analysis

Role-Based Access

Granular permissions for data security and accountability

Key Features

  • Session-Based Data Entry: Organize data by company and financial year
  • 6 Major Data Sections: Water Balance, Service Level, Energy, Finance (O&M, FTE), and Pro-Poor
  • Historical Tracking: View trends and year-over-year performance changes
  • Real-Time Validation: Immediate feedback on data quality issues
  • Progress Tracking: Visual indicators of completion status
  • Export Capabilities: Download data in Excel, PDF, and JSON formats

Getting Started

1

Login to the System

Navigate to the login page and enter your credentials. Contact your utility administrator if you don't have an account.

2

Access the Benchmark Dashboard

After login, navigate to Benchmark → Benchmark Dashboard from the sidebar menu.

The dashboard shows your current sessions, completion statistics, and quick actions.

3

Utility admin/Cordinator to Update the Company Profile

Click "Introduction" on the sidebar Menu and fill in:

  • Utility Information
  • Choose the financial year
  • Enter author information (your name, phone, email)
4

Create Benchmark Data Entry Users for the 4 Thematics Areas(NRW, Service Level, Cost Recovery & Pro-poor

After login, navigate to Administration → User Management → Create New User from the sidebar menu.

Fill In the User Information

Assign Role: Benchmark Data Entry User

5

As a BenchMark Data Entry User Create a New Session

Click "Create New Session" and fill in:

  • Select your company/utility
6

Begin Data Entry

Start with the Introduction section, then proceed through each data section. The system tracks your progress automatically.

Session Management

Sessions organize your benchmark data by company and financial year. Each session tracks completion progress and stores all data sections.

Creating a New Session

  1. 1. Navigate to Benchmark → Benchmark Dashboard
  2. 2. Click the "Create New Session" button
  3. 3. Fill in the required information:
    • Company: Select your utility
    • Financial Year: Choose the reporting period
    • Author Name: Your full name
    • Phone Number: Contact number (optional)
    • Email: Your email address (optional)
  4. 4. Click "Create Session"

Viewing Your Sessions

  • All Sessions: Navigate to Benchmark → All Sessions to view all your benchmark sessions
  • Current Session: The latest session appears in the sidebar for quick access
  • Filter Options: Filter by status (Completed, In Progress, Draft) or search by company/year

Session Status Indicators

Draft

Session created but no data entered yet

In Progress

Data entry ongoing, shows % completion

Completed

All sections filled and submitted

Troubleshooting

Common Issues & Solutions

Cannot see certain menu items

Cause: Insufficient permissions for your user role

Solution: Contact your Utility Administrator to request appropriate permissions

Data not saving

Causes: Validation errors, session timeout, network issues

Solutions:

  • • Check for red error messages below form fields
  • • Refresh your login if timeout occurred
  • • Verify internet connection
  • • Try clearing browser cache

Calculations seem incorrect

Cause: Missing or incorrect input data

Solution: Review all input fields for accuracy. Calculations are automatic based on your entries.

Session not appearing

Cause: Session belongs to different year or company

Solution: Use filters in "All Sessions" to find your session by company/year

Export/Download not working

Causes: Browser popup blocker, incomplete data

Solutions:

  • • Allow popups for this site
  • • Ensure section is completed before export
  • • Try a different browser

Getting Help

Technical Support: Contact your Utility administrator

Permissions Issues: Contact your Utility Administrator

System Bugs: Report to Super Admin with error details : +254 723 378 171

Frequently Asked Questions

Q: Can I edit a session after it's completed?

A: Completed sessions are locked to preserve data integrity. Contact your administrator if corrections are needed.

Q: What happens if I close the browser while entering data?

A: Data is saved when you click "Save" or "Update" buttons. Unsaved data will be lost. Save frequently to avoid data loss.

Q: Can multiple users work on the same session?

A: Yes, but not simultaneously. Only one user should edit a section at a time to prevent conflicts. The last save will overwrite previous changes.

Q: How do I know if a section is complete?

A: Look for green checkmarks (✓) next to section names in the sidebar. The Status & Summary page shows completion status for all sections.

Q: What's the difference between Total and Active connections?

A: Total connections include all installed meters. Active connections are those that have consumed water during the reporting period. Active should never exceed Total.

Q: Where do I find KPI definitions and formulas?

A: Hover over info icons () next to fields for tooltips. This guide provides formulas for all auto-calculated KPIs.

Q: Can I delete a session?

A: Only administrators can delete sessions. Contact your Utility Administrator if a session needs to be removed.

Q: What should I do if I notice an error in submitted data?

A: Contact your Utility Administrator immediately. They can unlock the session for corrections if needed.