managing quick access and mandatory to dos

TABLE OF CONTENTS

• Video Resource
• Quick Access and Mandatory To Dos
• Managing Fields: Quick Access and Mandatory To Dos

Check out these tools if you are looking for ways to increase reporter profile completion rates.

Video Resource

Quick Access and Mandatory To Dos

You have total control over which fields appear in your reporters' Quick Access and Mandatory To Lists at the top of their profiles. You can even target which fields appear in a Reporter's profile by Type 1 Association (see Step 5).

When creating a new field you control these settings here:

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. On the top-right, click Create a Field.
   
   
5. Choose how your Reporters will interact with the field in the Reporter Profile Page Access section.
    
   1. Allows reporters to see the field.
      
      
   2. Permits reporters to edit the field.
      
      
   3. Locks the field once data is inputted.
      
      
   4. Adds the field to your reporters' Quick Access To Do list.
      
      
   5. Allows you to assign the field to the Quick Access To Do list for all reporters or to target the Quick Access To Do list to reporters by Type 1 Association.
      
      
   6. Makes completion of the field mandatory before the reporter can perform any additional function in the Impact Suite. 
6. Next, in the Reporter Enrollment & Editing Options, decide when to require the field. 
   
   
7. Lastly, decide which staff will have access to the data in the field, either all staff (whose roles give them permission) or limit staff by role. 
   
   
8. Click Create when creating a new field or Update when changing a field.

Managing Fields: Quick Access and Mandatory To Dos

There may be fields that you would like to add to Quick Access (a list of items Reporters should complete in a timely fashion) or Mandatory To Dos (a list of fields Reporters MUST complete before doing anything else in America Learns).

1. On the left, in your Mission Control, click Reporters, Staff, & Your Account.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
   
   
4. On the top-right, click Manage a Field.
   
5. The Field Manager page will open.
   
   
6. Put any field in your reporter's Quick Access To Do list by checking the box in this column.
   
   
7. Make any field mandatory to complete by checking the box in this column.
   
   *Note: Fields must be in the Quick Access To Do list for them to be eligible for the Mandatory To Dos.
8. If a field is targeted by Type 1 Associations, you'll see a targer icon.
   
   (You can adjust who the field is targeted to by clicking on the field name. A window will open. Scroll to the Reporter Profile Page Access section; make any adjustments, and click Update.)
   
   
9. Add instructions for your Mandatory To Dos for your reporters by clicking this link.