Group & Identifier Management
Learn how to organize data using groups and identifiers for reporting, filtering, and program management.
Group Identifier Enrollment and Management
- Archiving Identifiers
- Hiding Panels (visibility Settings)
- Editing Identifiers (names)
- Updating Identifiers Using Excel
- Archiving Group Fields
- Reviewing Enrollment, Connection, And Disconnection Requests
- Using The Identifier Manager
- Creating A Custom Template For Enrolling Identifiers
- Editing Identifier Assignment And Disconnection Dates
- Deleting Group Fields
- E-mailing And Texting Group Identifiers
- Mass Identifier Enrollment Using Excel
- Enrolling Identifiers From The Reporter's Profile
- One-at-a-time Identifier Enrollment
- Reviewing Reporter Assignment History
Group Planning
Group Profile Data
- Making Group Identifier Questions Available To Reporters On Surveys
- Reviewing And Exporting Group Profile Data To Excel
- Updating Submitted Survey Data With Current Field Settings From The Manage Fields Page
- The Longitudinal Goal Tracking Panel
- Tracking Age For Group Identifiers In Your Impact Suite
- Making Survey Data Available Through The Group Identifier Profiles (retroactively)
- The Quantitative Comparative Filter For Groups
- Exporting Identifier Assignment History To Excel
- Updating Submitted Survey Data With Added Or Edited Field Settings From Individual Identifier Profiles
- Including Group Field Data And Listing The Name Of Reporter(s) When Exporting Your Survey Data
Group Profiles Setup and Management
- Group Identifier Enrollment, Settings & Instructions
- Creating Your Groups
- Creating Context Blocks For Groups
- Creating New Fields In A Group Profile
- Using The Communications Portal To Blast Out Text And Email Communications To Our Group Identifiers
- Converting An Existing Text Field To An Encrypted Text Field
- Site Fields In Groups
- Creating Panels, Sub-panels, And Context Blocks For Groups
- Managing Fields For Groups
- Turning On The Ability For Reporters To Connect/disconnect To/from Identifiers
- Cloning Panels And Sub-panels
- File Upload Fields For Group Identifiers
- Opening And Closing Panels (by Default)
- How To Copy A Group Profile Layout To Another Group