making fields required for the reporter enrollment process

Modified on Thu, 15 Feb 2024 at 03:46 PM


TABLE OF CONTENTS


Making Fields Mandatory When Enrolling Reporters (Individual Fields)


There may be fields that you would like to make mandatory upon enrollment of your Reporters. Example: You need a reporter to fill out an intake form before they are enrolled in America Learns. 


  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. Now decide how this field should be treated upon enrollment and when revisiting individual reporter profiles: 
  7. Click Update

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

To manage and edit fields, use this link:

  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 and/or editing reporter accounts:



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