making group identifier questions available to reporters on reports

Modified on Fri, 28 Jun at 10:01 AM

TABLE OF CONTENTS

Walkthrough
Making Group Identifier Questions Available to Reporters on Reports

Walkthrough

Making Group Identifier Questions Available to Reporters on Reports

Once Reporters have Identifiers associated with their accounts, you can create questions on their reports that will duplicate for each Identifier they are associated with.

Follow the instructions below to create a Group question.

On the left, in your Mission Control, select Report Management.
On the right, Create and manage questions.
A page will open, Create & Edit Report Questions.
Here you will either create a new question or update a previously created question.
To start from scratch, click the Create a New Question. To update a question, on the left open the category, find the question, and then click the edit button.
In STEP 1: Main question, find the section that reads, "Would like your Reporters to respond to this question separately Identifiers belonging to one or more Groups?" and select the correct Group(s).

Note: If you activate this option, the entire question and any sub-questions you create below it will appear for each Identifier.

Don't see your Group listed? Make sure you have added at least one identifier in the Group and then come back. (This can be a test identifier.)
If you would like the data collected in each question or subject question, find the dotted box. This box allows you to choose which type of data should be displayed on the Group profile for Staff and reporters.
Next, tell the Impact Suite if the question should be required or not.
Update or give a new Data Viewing Title.

Remember: This is the text that will be displayed above the responses to this question on the data viewing pages. This text should be specific and unique to this question.
Continue through the process to complete the creation or edit as required.