making fields mandatory when archiving and exiting reporters

Modified on Wed, 16 Aug 2023 at 04:24 PM



TABLE OF CONTENTS


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Making fields mandatory upon archival is a great way to ensure compliance! Here's a quick overview of how to do it:




Making Fields Mandatory Upon Archival and Exit of your Reporters (Individual Fields)

There may be fields that you would like to make mandatory upon archival and exit of your Reporters.
 
Examples: Maybe you need to capture exit type (reasons for early exit, etc.) to track retention, or you want to ensure everyone has a fully completed the End of Service Evaluation before exiting. Now you can!


  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. Under Reporter Enrollment, Editing, & Archiving Options, check the box labeled Require this field to be completed when archiving an account.
  7. Click Update

Making Fields Mandatory When Archiving and Exiting Reporters (Quick Changes)

To quickly scan all fields and decide which need to be mandatory upon exit, please do the following:

  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 the table, use the checkboxes under the column Require when Archiving an Account to make fields required or optional when creating and/or editing reporter accounts. Your changes will be saved automatically.



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