making fields required for the reporter enrollment process

Making Fields Required for the Reporter Enrollment Process

The Impact Suite default settings are to have the reporter's first name, last name, and email address in order to enroll them into the system. However, you can make any number of fields from the reporter's profile required (or visible but not required) upon enrollment in order to ensure that reporters get connected to essential settings and information when their account is created.

TABLE OF CONTENTS

• Understanding Field Types in Reporter's Profile
• Making Standard Fields Mandatory When Enrolling Reporters
• Making Custom Fields Mandatory When Enrolling Reporters (Individual Fields)
• Making Custom Fields Mandatory When Enrolling Reporters (Quick Changes 1+ Fields)
• Making Type 1 Associations Mandatory When Enrolling Reporters

Understanding Field Types in Reporter's Profile

There are three types of fields in a reporter's profile that all can be required (or visible but not required) upon enrollment:

1. Standard Fields - these fields are defaults and connect to essential system settings, so they have very few options for customization.
   For example: Site Assignment, Timesheet Association, Timesheet Template, Personal Start and End Dates
   
   
2. Custom Fields - these fields are created by you to collect any information on your reporters you wish, they are entirely customizable (see this article for more information on creating custom fields: creating panels, sub-panels, context blocks, and fields).
   For example: Contact Info, Demographic Info, Enrollment/Onboarding Documents, etc.
   
   
3. Type 1 Associations - these are fields that create custom "tags" for reporters that can be used to categorize and target reporters in different ways throughout the system (see this article for more information on creating Type 1 Assocations: type 1 associations)
   For example: You might use a "Program Year" Type 1 Association to ensure that reporters see profile panels only relevant to the program year they are serving in. You might use a "Focus Area" Type 1 Association to target survey questions or survey launches to a particular subset of your reporters.

This sample reporter profile shows you where each type of field is located:

Making Standard Fields Mandatory When Enrolling Reporters

Requiring certain standard fields upon enrollment can ensure that you're connecting reporters to essential settings such as their site assignment and timesheets right away.

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. Click on the name of the field you'd like to update
   
   These are the three standard fields that you can require upon enrollment:
   
   
   
5. A window will open:
   
   
   
   
6. Decide on whether to make the field required or visible (but not required) upon enrollment.
   
   
7. Click the Update button to save your changes.

Making Custom Fields Mandatory When Enrolling Reporters (Individual Fields)

There may be custom fields that you would like to make required upon enrollment of your Reporters.

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. Click on the name of the field you'd like to update.
   
   
5. A window will open:
   
   
   
6. Decide on whether to make the field required or visible (but not required) upon enrollment.
   
   
7. Click the Update button to save your changes.

Making Custom Fields Mandatory When Enrolling Reporters (Quick Changes 1+ Fields)

To manage and edit custom field enrollment settings in bulk, follow these steps:

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 Manage Fields.
   
   
5. In this table, use these checkboxes to make fields required or optional when creating new reporter accounts:
   
   
   

Making Type 1 Associations Mandatory When Enrolling Reporters

To make Type 1 Associations required upon enrollment, follow these steps:

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Create and manage associations.
   
   
3. In the drop-down menu under Manage Type 1 and Type 2 Associations, select the Association you want to update.
   
   
4. In right top corner select Reporter Enrollment Settings:
   
   

   
   

5. A window will open:
   
   
   
6. Decide on whether to make the field required or visible (but not required) upon enrollment.
   
   
7. Click Update to save your changes.