creating context blocks for beneficiary groups

TABLE OF CONTENTS

• Create a Context Block
• Edit or Delete a Context Block
• Video Resource

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 by your Reporters in the Identifier Profile.

To create a Context Block:

1. On the left, in your Mission Control, click Groups.
   
   
2. Under Manage Groups, select the group you would like to add a context block to.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. Now in the Profile Layout Manager area, on the right, click the More drop-down menu and select Create a 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. Show the Context Blocks to reporters by checking this box.
      
      
6. Click Create.

Edit or Delete a Context Block

To edit or delete a context block:

1. On the left, in your Mission Control, click Groups.
   
   
2. Under Manage Groups, select the service group.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
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
     
     
6. Make edits to or delete the context block, and confirm your selection by pressing Update or Delete after the respective action. 

Video Resource