type 1 associations

Modified on Mon, 8 Jul at 12:57 PM

TABLE OF CONTENTS

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What is a Type 1 Association?
Creating Type 1 Associations
Updating Type 1 Associations
Updating Type 1 Associations To Be Mandatory When Enrolling New Reporters
Assigning Reporter Association Options
Updating and Editing Reporter Associations
Deleting Reporter Associations
Using Type 1 Associations to Manage Reporter Panel Visibility Settings

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What is a Type 1 Association?

A Type 1 Association is a way of grouping or sorting your reporters with tags.

For example, let’s imagine that your program has different types of reporters: high school students, college students, and graduate students. For various reasons (panel targeting, sending surveys or reports, and sending emails), you might want to have an easy way to separate your reporters into these distinct groups.

Type 1 Associations allow you to do this work.

Creating Type 1 Associations

Follow these steps to create Type 1 Associations:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Create and manage associations.
Under the section that reads Create New Association, enter the name of your Association. You can modify this name later.
Next, you'll be asked to choose from the following Association types:
- Type 1 (options the reporter will be associated with whenever they complete a report)
Click Create.

On the next page, you can perform these additional Association actions:

On the next page, type each Association Item name and click Add.
Optionally, you can upload your Association Items using a CSV file.
Edit Item names and assign to reporters here.
Remove Items here.
Make fields required when enrolling new reporter accounts here.
Click Update & Apply Edits to save your changes.

Updating Type 1 Associations

If you need to update a previously created Type 1 Association, follow these steps:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Create and manage associations.
Under the section called Manage Type 1 and Type Associations, use the drop-down menu to select the Association you'd like to update.
Make any desired changes.
Click Update and Apply Edits to save your work.

Updating Type 1 Associations To Be Mandatory When Enrolling New Reporters

If you would like to require that a Type 1 Association item be included upon enrollment for new reporters, follow these steps:

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Create and manage associations.
Under the section called Manage Type 1 and Type Associations, used the drop-down menu to select the Association you'd like to update.
On the right, click Reporter Enrollment Settings.
When the window opens choose the option(s) that make the most sense for your enrollment structure.

Assigning Reporter Association Options

In Type 1 Associations, you can assign each reporter to none, one, or more than one option.

There are two ways to assign reporters to options.

OPTION 1: Using a Custom Excel Import

See the article called reporter enrollment: using a custom Excel template . When enrolling reporters using an Excel upload you can include association options.

OPTION 2: Through the Manage Associations Page

On the left, in your Mission Control, click the link on the left that reads Reporters, Staff, & Sites.
On the right, click Create and manage associations.
In the Manage Type 1 Associations drop-down, select the association you would like to assign reporters to.
Click the Edit link next to the option you’re working on. A pop-up window will open with a list of all of your reporters. Click the check boxes next to the names of those reporters you wish to assign to the option. Then click Update.
To remove an option from a reporter, just open the assignment page, uncheck the reporter’s box and click Update All.
Any data stored while the reporter was assigned to this option will continue to be available. Future reports, however, will not associate the reporter with the given option

OPTION 3: Through the Reporter Profile in the Associations Panel

See the article called standard panels: associations.

Updating and Editing Reporter Associations

To edit an existing Association:

On the left, in your Mission Control, click the link on the left that reads Reporters, Staff, & Sites.
On the right, click Create and manage associations.
In Manage the Type 1 Associations drop-down, select the association you would like to edit.
On the next page, make your updates. If you are updating existing options, remember to click Update & Apply Edits at the bottom of the page.

Deleting Reporter Associations

The Impact Suite only allows you to delete an Association when report data isn’t associated with it and when reporters are not connected to any Association options.

To delete an Association:

On the left, in your Mission Control, click the link on the left that reads Reporters, Staff, & Sites.
On the right, click Create and manage associations.
In the Manage Type 1 and Associations drop-down, select the association you would like to delete.
On the next page, click the Delete Association button.

Using Type 1 Associations to Manage Reporter Panel Visibility Settings

You can use any of your Type 1 Associations to target which reporters will be able to see your custom panels. After a custom panel is created you can edit the Panel Visibility Settings. This will be an important step to follow if you have panels designed to only be visible to reporters in certain program years.

To edit a panel;

On the left, in your Mission Control, click Reporters, Staff, & Sites.
On the right, click Manage reporter accounts.
On the right, use the More drop-down menu and select Manage Fields and Profile Layout.
Open the panel using the green arrow.
Click on the Edit button.
A window will open.
Here, change the setting from Grant access to all reporters to Limit access to reporters by Type 1 Association.
Find the Type 1 Association you would like to use, and select the association items for reporters who should be able to see the panel.
If you are looking for a way to simply hide irrelevant panels for both reporters and staff, you can create a Hide option in your Type 1 Association. When selected, this option will hide the panel for any reporter who does not have data within it.
Optionally, for 'Show on Import Page?', you can remove the panel from the space where you import reporters by selecting 'No'.
Click Update to save your changes.