managing fields for groups

Group Profiles: Managing Fields

There may be times when you need to edit and manage your Fields. Use the guidance in this section to do this.

Here are the steps to follow:

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 menu to click Manage Fields.
5. A new page will open with a table designed to make it easy for you to edit the major components of your Fields.
   
   
6. Whenever you make a change to an Field you’ll be given the option to make this update to other Fields as well.
   
   For example, when working on the Field called Branch we’ve just told the Impact Suite that would now like Reporters to be able to update Identifiers with this Attribute.
   
   When you make the change, two things will happen:
   
   
   • If you would like to apply this change to other Fields, click the button Apply this change to other Fields.
     
     A window will open and you can choose the other Fields you’d like to change.
     
     If you only wish to make this change to the Fields you are working on proceed to the next step.
     
     
7. To confirm your changes, click to I Confirm My Updates, then the Update link.
   
   

From here, you can edit the following:

• Associations Connected To:
  

Use the Edit link in this column to connect or disconnect the association to your various Groups and Identifiers.

Click the Association name to access the Association Management page in a new tab.

• Field Type:
  

• Collect Report Data:
  "Yes" means you’ve asked that data be compiled under this field when people submit reports for relevant Identifiers.
  
  

"No" means this is a static field and you have not requested data compilation.

• Enrollment Options for Staff:
  “Mandatory” means staff must always complete this field when enrolling new Identifiers.
  
  

“Optional” means staff have the option to leave this field incomplete when enrolling new Identifiers. 

• Enrollment Options for Reporters:
  “Mandatory” means reporters must always complete this field when enrolling new Identifiers through the enrollment form. Optional” means reporters have the option to leave this field incomplete when enrolling new Identifiers through the enrollment form. “Hidden” means reporters will not see this field on the enrollment form.
  
  
• Allow Reporters to Update Identifiers with this Field:
  “No” means this field is not editable by reporters from the Identifier profile page.
  
  “Yes” means this field is editable by reporters from the Identifier profile page.
  
  
• Status:
  “Active” means the field is live and available for data to be collected under it. 
  
  “Archived” means the field is no longer active and is no longer available for data to be collected under it.
  
  
• Update Report Data with Current Attribute Settings:
  If this column has a “Customize” link this means you have report data that can be added, updated or replaced by using this feature.

To do this:

• Click on the Customize link.
  
  
• Step 1: Choose which reports you want to updated.
  
  
• Step 2: Choose which Identifiers should be updated.
  
  
• Step 3: Confirm your selection.