creating panels, sub-panels, and context blocks for groups

TABLE OF CONTENTS

• Group Profile Basics
• Getting to the Group Profile Management Page
• Creating a Custom Panel
• Creating A Custom Sub-panel
• Cloning a Panel or Sub-panel
• Create a Context Block
• Edit or Delete a Context Block

Group Profile Basics

Once you have created a Group (remember that you can always add more later), you may want to do a little planning and create the profile view that your reporters and staff see before beginning to create your Fields.

Here’s a sample of profile view:

• Some clients might prefer to create Fields before creating the profile layout. Great!
  
  
• See the section called Accessing and Creating New Fields from the ‘More’ menu.

There are two types of panels: Standard and Custom. Standard panels cannot be removed, and the Assignment Details panel always stays at the top of the profile. Other Standard panels can be drag-and-dropped wherever you like. 

The Standard panels on an identifier profile are: 

You can drag-and-drop the Communications History (Outbound) and Report Data panels to any position you'd like. The Assignment Details panel stays at the top of the profile. 

Getting to the Group Profile Management Page

On the Edit Profile Layouts page, you can create an unlimited number of Panels and Sub-panels to house all of the Fields fields you’ve created.

Here’s how to get there:

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

   
   

2. On the right, under the Manage Groups section, use the drop-down to choose the group you’d like to work on.

   
   

3. On the top-right, use the More menu to click Manage Profile Layouts and Fields.
   
   

Creating a Custom Panel

You can create an unlimited number of Custom Panels, Custom Sub-panels, Context Blocks, and Fields.

To create a new custom 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. On the top-right, use the More menu to click Manage Profile Layouts and Fields.
   
   
4. On the top-right, use the More drop-down menu and click Create a Panel.
   
5. A window will open.
   
6. Type your new Panel Name.
   
   
7. Decide if you would like this panel to be open on page load or not.
   
   
8. Click the Create button.
   
   Newly created panels will appear below your standard panels (but can be moved by dragging and dropping).
   
   Custom panels will have the following action options:
   
   

Creating A Custom Sub-panel

To create 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. On the top-right, use the More menu to click Manage Profile Layouts and Fields.
   
   Then, do either:
   
   
   • Use the More drop-down menu, to click the Create a Sub-panel link, or
     
     
   • Open any custom panel and click on this icon: 
4. A window will open:
5. Give your sub-panel a name.
   
   
6. Decide which panel you’d like to add it to.
   
   
7. 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, 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 panel you would like to clone and click this icon: 
4. A pop-window will appear.
   
   a) Give your cloned panel a new, unique name.
   
   b) If there are any sub-panels within the panel, you'll have the option to clone those as well.
   
   Here you can rename the sub-panels as needed.
   
   
5. Click Update.
   
   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. 

Create 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 from your Group profiles. 

To create a Context Block:

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. On the top-right, use the More menu to click Manage Profile Layouts and Fields.
   
   
4. On the top-right, use the More drop-down menu and click the Create Context Block.
   
   
   
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 Sub-panel) you'd like to place your Context Block.
   
   
4. Click Create.
   

Edit or Delete a Context Block

To edit or delete a context block:

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. On the top-right, use the More menu to click Manage Profile Layouts and Fields.
   
   
4. Open the panel that holds the Context Block you would like to edit.
   
   
5. On the right you'll see two links:
   • Edit Context Block
   • Delete Context Block