reporter associations (types 1 and 2)

TABLE OF CONTENTS

• Video Support
• Creating Type 1 and Type 2 Associations
• Updating Type 1 Associations To Be Mandatory When Enrolling New Reporters
• Assigning Reporter Association Options
• Updating and Editing Reporter Associations
• Deleting Reporter Associations

If you use the Data+ module in your Impact Suite (tracking reporter data), you should create and use Type 1 and Type 2 associations. This article will help you understand what they are and how to use them.

Video Support

Here are the two terms you’ll need to understand when considering Type 1 and Type 2 Associations.

Type 1 (The “Permanent” Association)

A Type 1 Association is one in which reporters always fall under a certain classification.

For example, let’s imagine that your program has different types of reporters: high school students, college students, and graduate students.  In this case, reporters’ Associations are relatively permanent, meaning that each reporter is always either a high school student, a college student, or a graduate student (or possibly a combination of those options).

Given this relative permanency, every time a reporter completes a report, the type of reporter they is will be recorded with their data.  You can then pull up data for all high school students, all college students, all graduate students, or for a combination of those subsets.

Type 2 (The “Impermanent” Association)

A Type 2 Association is one in which reporters will sometimes record data under only one option per report.

For example, let’s say that each reporter in your program serves only one day a week (Monday, Tuesday or Wednesday), and you need to compile separate monthly reports about outcomes from Monday’s programming, Tuesday’s programming and Wednesday’s programming.  Your challenge, though, is that you don’t know which day each reporter will show up each week.

In this scenario, each reporter will see a drop-down menu at the top of his report that lists the possible days they worked.  They’ll indicate the specific day, and all of his data will be stored under that day for reporting purposes.

Creating Type 1 and Type 2 Associations

Follow these steps to create Type 1 and Type 2 Associations:

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

2. On the right, click Create and manage associations.
   
   
   

3. Under the section that reads Create New Association, enter the name of your Association. You can modify this name later.
     

4. Next, you'll be asked to choose from the following Association types:

   • Type 1 (options the reporter will be associated with whenever they complete a report)
     
     

   • Type 2 (options the reporter will sometimes be associated with)
     
     

5. Click Create.

 
On the next page, you can perform these additional Association actions on this page as well: 

1. On the next page, type each Association Item name and click Add.
   
   

2. Optionally, you can upload your Association Items using a CSV file. 
   
   

3. Edit Item names and assign to reporters here.
   
   

4. Remove Items here. 
   
   

5. Make fields required when enrolling new reporter accounts here.
   
   

6. Click Update & Apply Edits to save your changes. 
   

Updating Type 1 Associations To Be Mandatory When Enrolling New Reporters

If you would like to require that a Type 1 Association item be included upon enrollment for new reporters, follow these steps: 

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

2. On the right, click Create and manage associations.
   
   

3. Under the section called Manage Type 1 and Type Associations, used the drop-down menu to select the Association you'd like to update.
   
   

4.  On the right, click Reporter Enrollment Settings. 
   
   

5. When the window opens choose the option(s) that make the most sense for your enrollment structure. 

Assigning Reporter Association Options

In Type 1 and Type 2 Associations, you can assign each reporter to none, one, or more than one option.

There are two ways to assign reporters to options.

OPTION 1: Using a Custom Excel Import

See the article called reporter enrollment: using a custom Excel template. When enrolling reporters using an Excel upload you can include association options.

OPTION 2: Through the Manage Associations Page

1. On the left, in your Mission Control, click the link on the left that reads Reporters, Staff, & Sites.
   
   
2. On the right, click Create and manage associations.
   
   
3. In the Manage Type 1 and Type 2 Associations drop-down, select the association you would like to assign reporters to.
   
   
4. Click the Edit link next to the option you’re working on.  A pop-up window will open with a list of all of your reporters.  Click the check boxes next to the names of those reporters you wish to assign to the option.  Then click Update.
   
   

5. To remove an option from a reporter, just open the assignment page, uncheck the reporter’s box and click Update All.

    Any data stored while the reporter was assigned to this option will continue to be available.  Future reports, however, will not associate the reporter with the given option

OPTION 3: Through the Reporter Profile in the Associations Panel

See the article called standard panels: associations.

Updating and Editing Reporter Associations

To edit an existing Association:

1. On the left, in your Mission Control, click the link on the left that reads Reporters, Staff, & Sites.
   
   

2. On the right, click Create and manage associations.
   
   

3. In Manage the Type 1 and Type 2 Associations drop-down, select the association you would like to edit.
   
   

4. On the next page, make your updates.  If you are updating existing options, remember to click Update & Apply Edits at the bottom of the page.

Deleting Reporter Associations

The Impact Suite only allows you to delete an Association when report data isn’t associated with it and when reporters are not connected to any Association options.

To delete an Association:

1. On the left, in your Mission Control, click the link on the left that reads Reporters, Staff, & Sites.
   
   

2. On the right, click Create and manage associations.
   
   

3. In the Manage Type 1 and Type 2 Associations drop-down, select the association you would like to delete.
   
   

4. On the next page, click the Delete Association button.