adding new sites and assigning people

Modified on Wed, 16 Aug 2023 at 11:29 AM


For Clients Using the Data/Reporting Feature! If you have more than one site and use the Impact Suite to collect and display data for each site, you must:

1. Use the built-in report question asking your reporters to identify their current site (001 - Site Tracking Question)

2. Enroll your sites in the Impact Suite. If you select the site tracking question, but do not enter your site names, your reporters will run into an error message when they attempt to submit their reports.

Adding Your Sites & Assigning Reporters and Staff

  1. On the left, in your Mission Control, click Reporters, Staff, & Sites.

  2. On the right side, click Manage sites & cohort.

  3. Under Add a New Site, enter your site name and click Add.

  4. If you have already enrolled staff and reporters to your Impact Suite, you can assign them to the new site by clicking on the link at the top of the page, Assign reporters and staff to [Name of Site].

  5. Add Reporters and Staff as needed, and then click Update
    Note: All staff members assigned to all active sites for their selected cohort will automatically be assigned to newly added sites.

Updating Reporter and Staff Assignments for an Already Existing Site

You can do this on the Manage Sites page.

  1. On the left, in your Mission Control, click Reporters, Staff, & Sites.

  2. On the right side, click Manage sites & cohort.

  3. Click on the site where you want to update reporter or staff assignments.

  4. The Site Profile will open.

  5. Open the Assigned Reporters and Staff panel and click the Edit button.

  6.  Add Reporters and Staff as needed, and then click Update.

Need Cohorts? 

Are you thinking about creating a naming convention to separate your sites into formal cohorts?

For example: Your program has sites in different states (Alabama: Real Help House; Connecticut: Boys & Girls Club), or sites connected to various universities (Cal Poly: Food Bank; Cal Poly: MLK Community Center), or sites assigned to different programs (State AmeriCorps: Marshall Middle School; VISTA: Marshall Middle School).

If so, your program might be interested in turning our Site Cohort feature. To do this, please reach out to us at; we will turn it on for you and help you get it all setup.

You can also 
check out the resources found here

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