creating panels, sub-panels, context blocks, and fields

TABLE OF CONTENTS

• Walkthrough
• Video Resource
• Permissions for Reporter Profile Management
• Find the Reporter Profile Management System
• Understanding the Reporter Profile Layout Manager
• Creating a Custom Panel
• Editing Panel Visibility Settings
• Creating a Sub-Panel
• Cloning a Panel or Sub-panel
• Creating a Context Block
• Creating and Managing Fields
• Adjusting your Panel View
• Video Guidance for Adjusting your Panel View

Walkthrough

Video Resource

Permissions for Reporter Profile Management

Please take a few minutes to review the permissions available for Reporter Management here. 

Find the Reporter Profile Management System

The reporter profile management system can capture all of the reporter information you need. From documents to addresses to 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 profile management space:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.
   
   
2. On the right, click Manage Reporter Accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   

Understanding the Reporter Profile Layout Manager

The Reporter Profile Layout Manager is the space where you will manage the look and feel of your reporter profile pages. You’ll be able to create an unlimited number of custom panels and sub-panels that will hold all of the information you need to collect for each reporter.

The Reporter Profile Layout Manager has six main components:

1. The Panel Canvas
   (A) Standard Panels - These cannot be removed, and the Name & Contact Details panel always stays at the top of the profile. Other Standard panels can be drag-and-dropped wherever you like. 
   (B) Custom Panels - These panels can be fully customized by you!
   
   

2. Create a Panel - Use these to organize the profile page. Each panel has a green arrow next to it that can hide and expand information within it.
   
   

3. Create a Sub-panel - Use these to organize within your panels.
   
   

4. Create a Context Block - Use these to create blocks of formatted text at the top of any panel / sub-panel to provide users with more information or directions.
   
   

5. Create a Field - Use these to collect all types of information to be stored in the profile page (including, but not limited to: text, numbers, dates, file attachments, document signatures, etc.)
   
   

6. Manage Fields - This space gives you a birds-eye-view of certain field settings and the ability to make quick updates.
   

The Standard panels on a reporter profile are: 

Creating a Custom Panel

To create a new custom panel:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. On the top-right, click Create a Panel.
   
5. A window will open.
   
6. Type your unique Panel Name.
   
   
7. Reporter Visibility Settings. Your options are:
   • Temporarily hide this panel from reporters. (Use this option if you do not want any reporter to see this panel.)
     
     
   • Grant access to all reporters. (This option will show this panel to all enrolled reporters.)
     
     
   • Limit access to reporters by Type 1 Association. (This option will limit which reporters can see the panel.)
     
     Need to create or update a Type 1 Association to use for Reporter Panel Visibility? Check out this article.
     
     Need some help with scenario planning? Check out this article or reach out to the Client Success Team at support@americalearns.net
     
     
8. Show on Import Page? (Only select 'No' when you do not want any of the fields to appear when enrolling new reporters.)
   
   
9. Open Panel on Page Load? (Choose 'Yes' when you want this panel to remain open by default when viewing reporter profiles.)
   
   
10. Click the Create button.
    
    

Newly created panels will appear below your standard panels (but can be moved by simply dragging and dropping).

Custom panels will have the following action options:

Icon	Name	Function
	Edit a Panel or Sub-panel	This button takes you to the panel / sub-panel editing window.
	Create a Sub-panel	This button allows you to create a sub-panel (or subsection of the panel)
	Clone a Panel or Sub-panel	This button allows you to clone the panel or sub-panel. Cloning a panel will clone all sub-panels and fields.
	Delete this Panel or Sub-panel	If there are no fields with data in the panel / sub-panel, this button will allow you to delete it.

Editing Panel Visibility Settings

After a custom panel is created, you can edit the Panel Visibility Settings. This will be an important step to follow if you have panels designed to only be visible to certain reporters (for example: reporters will only see a  program years). 

To Edit a panel:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. Open the panel using the green arrow.
   
   
5. Click on the Edit button.
   
   
6. A window will open.
   
7. Here, change the setting from Grant access to all reporters to Limit access to reporters by Type 1 Association.
   
   
8. Find the Type 1 Association you would like to use and select the association items for reporters who should be able to see the panel.
   
   Need to create or update a Type 1 Association to use for Reporter Panel Visibility? Check out this article.
   
   
9. If you are looking for a way to simply hide irrelevant panels for both reporters and admin, you can create a Hide option in your Type 1 Association. When selected, this option will hide the panel for any reporter who does not have data within it.
   
   
10. Optionally, for Show on Import Page?, you can remove the panel from the space where you import reporters by selecting 'No'.
    
    
11. Click Update to save your changes.

Creating a Sub-Panel

To create a sub-panel:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. On the right, click the Create a Sub-panel link.
   
5. A window will open:
   
   
   
6. Give your sub-panel a name.
   
   
7. Decide which panel you’d like to add it to.
   
   
8. Click Create.

Cloning a Panel or Sub-panel

Cloning a panel or sub-panel is a quick way to duplicate fields. Here are the steps.

To clone a panel:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. Find the panel you would like to clone and click this icon: 
5. A pop-window will appear.
   1. Give your cloned panel a new, unique name.
      
      
   2. Choose whether to temporarily hide this panel from reporters. 
      
      
   3. Choose whether you'd like to add this panel to all reporter profiles, or just those with specific Type 1 Associations.
      
      NOTE: Check out this article on how to create Type 1 Associations.
      
      
   4. Make the selection of which reporter Type 1 Associations will have this panel added to their profile.
      
      IMPORTANT: Be aware when selecting multiple items in this list that visibility settings will be based on an OR rule, not an AND rule.
      
      
   5. Choose whether this panel should appear on the Import Page.
      
      
   6. Choose whether this panel should appear open or closed when the reporter profile loads.
      
      
   7. If there are any sub-panels within the panel, you'll have the option to clone those as well.
      
      
   8. Rename any sub-panels as needed.
      
      
6. Click Update.
   
   
7. Newly cloned panels will appear at the bottom of your profile management page. You can drag and drop these as you like.

To clone a sub-panel:

1. On the left, in your Mission Control, select Groups.
   
   

2. Find the section called Manage Groups and use the drop-down to choose the group you’d like to work on.
   
   

3. Find the sub-panel you would like to clone and click this icon: 
4. A pop-window will appear.
   
   a) First, use the drop-down menu to add cloned sub-panel to the panel of your choice.
   
   b) Then, give your cloned sub-panel a name.
   
   
5. Click Update.

Creating a Context Block

Context Blocks are text-based sections where you can add context (just as the name suggests) and where you upload documents that can be accessed by your reporters and/or admin viewing the profile. 

To create a context block:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. On the right, click the Create a Context Block link.
   
5. A window will open:
   1. Use the text field and formatting options to create context for your reporters.
      
      
   2. Use this checkbox to attach up to 10 documents.
      
      
   3. Use the drop-down to decide in which Panel (and, if relevant, which Subpanel) you'd like to place your Context Block.
      
      
   4. Show the context blocks to reporters by checking this box.
      
      
6. Click Create.

Creating and Managing Fields

Check out this article on creating and managing your custom fields. 

This article covers the following:

• Creating new fields
• Managing fields
• Quick Access To Dos
• Reminders for Reporters
• Review for Reporters and Admin
• Mandatory To Dos, and
• Field privacy

Adjusting your Panel View

Check out this article on how to target panels to specific reporters.

Now that you can target panels, you're able to adjust how you view your reporter profile to ensure your reporters are seeing the panels you'd like them to see. 

To adjust your panel view:

1. On the left, in your Mission Control, click Reporters, Admins, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. At the top, under View Panels click View Panels Targeting to Type 1 Associations. 
   
   
    
5. Select the Association items you'd like to see. 
   
   
6. Click Update View. 

Video Guidance for Adjusting your Panel View