restricting the overwrite of data entered by reporters

Restricting the Overwrite of Data entered by Reporters

You now have the power to prevent the overwrite of data entered by reporters on their profiles. This is especially useful if you would like to prevent reporters from changing originally entered data or uploaded documents (an important compliance feature for users managing state or federal awards).

To allow reporters to enter data on their profiles and then prevent them from editing or overwriting the originally entered data, follow these steps.

To update already created fields:

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, in the More menu, select Manage Fields and Profile Layout.
   
   
4. Find and click the field you’d like to update.
   
   Scroll to the section near the bottom called Reporter Profile Page Access and select the level access you’d like to give reporters.
   
   TO RESTRICT OVERWRITE: Give reporters the ability to edit fields on their profile page, then check the box next to “Once this field is populated for a given reporter, do not allow edits by that reporter.”
   
   
   
5. Click Update to save your changes.
   
   Remember you can move newly created fields to any custom panel (or to the Name & Contact Details panel just by clicking and dragging.
   
    

To use this feature for a new field:

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, in the More menu, select Manage Fields and Profile Layout.
   
   
4. On the top-right, click Create a Field.
   
   
5. A window will open.
   
   
6. Type your new Field Name. Optionally, you can create a Field Description which is help-text that colleagues can see when viewing the field.
   
   
7. Next, choose the Field Type.
   
   
8. Next, let the system know if the field should be required.
   
   
9. Choose the Column Width. Fields can take up one column or both.
   
   
10. Choose the panel to which you would like to add the field. (Only custom panels and the Name & Contact Details panel will be available.)
    
    (Optional) Choose the sub-panel to which you would like to add the field.
    
    
11. Next, give reporters the ability to see that field’s content and/or to add and edit content in that field.
    
    TO RESTRICT OVERWRITE: Give reporters the ability to edit fields on their profile page, then check the box next to “Once this field is populated for a given reporter, do not allow edits by that reporter.” 
12. Click Create.