the profile layout manager

Modified on Fri, 7 Mar at 12:32 PM

TABLE OF CONTENTS

Find the Profile Layout Manager
Understanding the Profile Layout Manager
Understanding Standard Panels
Understanding Custom Panels

Find the Profile Layout Manager

The reporter management system can capture all of the reporter profile information you need. From documents to addresses, photos to all of your important dates, you’ll be able to quickly and easily add any field you need at any time.

To access your reporter management system:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage reporter accounts.
On the right, in the More menu, select Manage Fields and Profile Layout.

VIDEO RESOURCE:

Understanding the Profile Layout Manager

The Page Layout Manager is the space where you will manage the look and feel of your reporter profile pages. You’ll have your of standard panels (see: understanding standard panels below) and be able to create any number of custom panels and sub-panels which will hold all the information you need to collect for each reporter.

To access your reporter management system:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage reporter accounts.
On the right, in the More menu, select Manage Fields and Profile Layout.

The Page Layout Manager four main components:

View Panels toggle
Create a Panel
Create a Sub-panel
Create Context Block
Create a Field
Manage Fields

Panel
Sub-panel
Field

IMPORTANT: The first time you open the Page Layout Manager, only the standard panels will appear.

Understanding Standard Panels

There are two different types of Panels in your Impact Suite:

Standard Panels, and
Custom Panels.

Standard Panels hold information needed to run your Impact Suite smoothly and are already created by the America Learns Team. These panels have some limitations and perform important tasks. This table describes your Standard Panels.

These Terms might be different in your Impact Suite. (See this article for more information.)

Standard Panel Name	Limitations	Customization Capabilities
Name & Contact Details	This panel cannot be moved. It stays at the top of the page to help keep this important info top-of-mind.	This is the ONLY Standard Panel to which you can add sub-panels, context blocks, and fields.
Site Assignment	You cannot add sub-panels, context blocks, or fields to this panel.	This panel can be moved, and you can make Site Assignment a **requirement when enrolling new reporters.
Timesheet Settings (Only visible to organizations invested in Timesheets.)	You cannot add sub-panels, context blocks, or fields to this panel.	This panel can be moved, and you can make the Timesheet Association a **requirement when enrolling new reporters.
Associations & Your Groups (Only visible to organizations invested in Data+ using Type 1 Associations and Groups.)	You cannot add sub-panels, context blocks, or fields to this panel.	This panel can be moved, and you can make the Type 1 Association assignments a ^^requirement when enrolling new reporters.
Report Completion (Only visible to organizations invested in Data+ using Reporting & Forms.)	You cannot add sub-panels, context blocks, or fields to this panel.	There are no customizations beyond creating Current and Historical Completion Rates.

**Check out this article on making fields required for new reporters.

^^Check out this article on making Type 1 Associations required.

Understanding Custom Panels

You have the freedom to create an unlimited number of Custom Panels to house context blocks, sub-panels, and fields. The only place you aren't able to move a Custom Panel is to the top of the profile, as the Name & Contact details panel lives in that space.

Learn how to create Custom Panels here.

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