site fields in groups

Site Fields in Groups

Site fields are a powerful way to connect your Group Identifiers to the official list of sites already enrolled in your Impact Suite. Instead of rebuilding your site list each year or manually updating it when changes occur, this field type lets you pull directly from your active sites—saving time and reducing the chance of error.

When you add a Site field to a Group, you can choose whether to make all active sites available or select a custom list. You’ll also decide whether the field should indicate the currently active site for identifiers. Only one Site field can hold this designation at a time.

It's important to note: adding a Site field does not impact staff visibility of Group Identifiers. Staff will still see all unassigned identifiers, as well as identifiers for all sites to which their reporters are assigned—even if the staff themselves are not assigned to those sites. If your identifier profiles include personally identifiable information (PII) that should only be visible to staff assigned to specific sites, this feature will not restrict that visibility. Please keep this in mind when deciding what information to include in identifier profiles. 

Let’s walk through the configuration options available when using a Site field. 

1. On the left, in your Mission Control, select Groups.
   
   

2. Find the section called Manage Groups and use the drop-down to choose the Group you’d like to work on.
   
   

3. On the top-right, use the More menu to click Manage Profile Layouts and Fields.
   
   

4. On the next page, use the More drop-down menu and select Create a New Field.
   
   

5. The Create a New Field window will open. Select Site. 
   
   Complete the field options here: 
   
   You can create as many Site fields as you need in a Group, but only one can be marked as the currently active site. The setting labeled “Will this field hold Identifiers' currently-assigned site?” lets you designate which Site field holds that role. If you try to mark more than one field as currently active, the system will prompt you to choose just one. 
   
   
6. Collect Data for this Field in Reports?
   
   
7. Enrollment Options for Staff:
   
   
8. Enrollment Form Options for Reporters:
   
9. Identifier Profile Options:
   
10. Admin Member Access to Data in this Field:
    
11. Click Create.
    
    Remember you can move newly created Attributes to any custom panel (or to the Name & Contact Details panel just by clicking and dragging.