removing mandatory fields when archiving and exiting reporters

TABLE OF CONTENTS

• Making Fields Mandatory Upon Archival and Exit of your Reporters (Individual Fields)
• Making Fields Mandatory When Archiving and Exiting Reporters (Quick Changes)
  
  

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

There may be fields that you would like to remove as mandatory upon archival and exit of your Reporters.
 
Examples: The year has ended, and now you need to archive your members and targets panels.

1. On the left, in your Mission Control, click Reporters, Admins, & 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, uncheck 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, Admins, & 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 remove fields that are required or optional when creating and/or editing reporter accounts. Your changes will be saved automatically.