site profile creation

Modified on Wed, 16 Aug 2023 at 11:29 AM

TABLE OF CONTENTS

Permissions for Site Profile Management
Find the Site Profile Management System
Understanding the Site Profile Layout Manager
Creating a Custom Panel
Editing Panel Visibility Settings (Hiding Panels)
Creating a Sub-Panel
Cloning a Panel or Sub-panel
Creating a Context Block
Creating a Field
Managing Fields and Quick Access
Creating New Fields that Appear in the Site Quick Access Menu
Updating Fields that Appear in the Site Quick Access Menu

Permissions for Site Profile Management

Please take a few minutes to review the updates to permissions available for Site Management here.

Find the Site Profile Management System

The site profile management system can capture all the site profile information you need. From documents to addresses to photos to all of your important dates, you’ll be able to quickly and easily add any field you need at any time.

IMPORTANT: If the Cohorts feature is turned on for your Impact Suite the link to manage sites will read Manage sites and cohorts. For more information about Cohorts see this article.

To access your site profile management system:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage sites & cohort.
On the right, in the More menu, select Manage Site Profiles & Layout.

Understanding the Site Profile Layout Manager

The Site Profile Layout Manager is the space where you will manage the look and feel of your site profile pages. You’ll be able to create an unlimited number of custom panels and sub-panels that will hold all the information you need to collect for each site.

The Site Profile Layout Manager has six main components:

The Panel Canvas
Create a Panel
Create a Sub-panel
Create a Context Block
Create a Field
Manage Fields

IMPORTANT: The first time you open the Site Profile Layout Manager, only the standard panels will appear. These include: 
    a. Name & Status
    b. Assigned Reporters and Staff

Next, learn how to create an unlimited number of custom panels.

Creating a Custom Panel

To create a new custom panel:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage sites & cohort.
On the right, in the More menu, select Manage Site Profiles & Layout.
On the top-right, click Create a Panel.
A window will open.
Type your new Panel Name.
Decide if you would like this panel to be open on page load or not.
Click the Create button.

Newly created panels will appear below your standard panels (but can be moved by simply dragging and dropping).

Custom panels will have the following action options:

Editing Panel Visibility Settings (Hiding Panels)

After a custom panel is created, you can edit it by updating the Visibility Settings. This will be an important step to follow if you have panels designed only to be visible to staff in certain program years.

To Edit a panel;

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage sites & cohort.
On the right, in the More menu, select Manage Site Profiles & Layout.
Open the panel.
Click the edit button.
A window will open.
Here, change the setting from Visible for All Sites to Visible Only for Sites Who Already Have Saved Data in this Panel.

This will hide the panel if there is currently no data in any field within the panel.
Optionally, you can remove the panel from the space where you import sites by unchecking this box.
Click Update to save your changes.

Creating a Sub-Panel

To create a sub-panel:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage sites & cohort.
On the right, in the More menu, select Manage Site Profiles & Layout.
On the right, click the Create a Sub-panel link.
A window will open:
Give your sub-panel a name.
Decide which panel you’d like to add it to.
Click Create.

Cloning a Panel or Sub-panel

Cloning a panel or sub-panel is a quick way to duplicate fields. Here are the steps.

To clone a panel:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage sites & cohort.
On the right, in the More menu, select Manage Site Profiles & Layout.
Find the panel you would like to clone and click this icon:
A pop-window will appear.

a) Give your cloned panel a new, unique name.

b) If there are any sub-panels within the panel, you'll have the option to clone those as well.

Here you can rename the sub-panels as needed.
Click Update.

Newly cloned panels will appear at the bottom of your profile management page. You can drag and drop these as you like.

Creating 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 your staff with permission to access site profiles can access.

To create a context block:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage sites & cohort.
On the right, in the More menu, select Manage Site Profiles & Layout.
On the right, click the Create a Context Block link.
A window will open:
1. Use the text field and formatting options to create context for your staff.
2. Use this checkbox to attach up to 10 documents.
3. Use the drop-down to decide in which Panel (and, if relevant, which Subpanel) you'd like to place your Context Block.
4. Show the context blocks to reporters by checking this box.
Click Create.

Creating a Field

To create a field:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage sites & cohort.
On the right, in the More menu, select Manage Site Profiles & Layout.
On the top-right, click Create a Field.
A window will open:
Type your new Field Name.
Optionally, you can create a Field Description, which is help-text that colleagues can see when viewing the field.
Next, click the Assign link and choose the Field Type.

*For more information about Document Signing for sites, check out this article here.
Next, let the system know if the field should be required.
Choose the Column Width. Fields can take up one column or both.
Choose the panel you’d like to add the field to. (Only custom panels and the Name & Status panel will be available.)
(Optional) Choose the sub-panel you’d like to add the field to.
Decide which staff members should have access to the data in this field. Choose either:
- Grant access to all staff whose roles give them access to reporter profiles, or
- Limit access to staff with selected staff roles.
Click Create.

Managing Fields and Quick Access

To manage and edit fields, use this link:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage sites & cohort.
On the right, in the More menu, select Manage Site Profiles & Layout.
On the top-right, click Manage Fields.
The Field Manager page will open.
Click a field name to open the editing window.
Once the window opens, you can make any edits you see fit and click Update. In the window, you'll be able to:
- Archive the field,
- Un-archive (restore) a field, and
- Delete the field.

You have total control over which fields appear in your site profile Quick Access menu at the top of the profile.

When creating a new field, you control these settings here:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage sites & cohort.
On the right, in the More menu, select Manage Site Profiles & Layout.
On the top-right, click Create a Field.
In the section called Site Profile Page Access, choose the settings to allow your staff to see and edit the field; plus you'll want to choose the option that adds the field to the Quick Access todo list.
Click Create to finish building the field.

You can control which fields appear in the staff Quick Access menu at the top of their profile.

When updating a field to be included in the staff Quick Access menu, follow these steps:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage sites & cohort.
On the right, in the More menu, select Manage Site Profiles & Layout.
On the top-right, click Manage a Field.
The Field Manager page will open.
Use the checkboxes on the right to include or remove fields in Quick Access for staff.