External Participant Referrals, Anonymous Surveys, & Responder Types release
Overview of Feature Categories
- External Participant Referrals: simplifies the process for referring participants, adds survey landing page options, referral skips the email address entry, optional setting
- Responder Types: collect survey responses from participants, organizations, anonymous, and outside providers referring participants
- Anonymous Responses: anonymous surveys, anonymous records (similar to participants), optional setting
- Group Access Management features: automatically assign new participants/organizations to groups based on the public form completed, resolved a group permissions access conflict, option to disable the "pending" status hold for new participants
- Form Design Enhancements : improvements for Entity forms, Public forms, Surveys/Data Tools
- Assorted Refinements: fixes/finesse added for Groups & User Access, Analytics, Navigation
Participant Referrals
- Referral option for external providers, family, and friends referring a new participant
- New survey/data tool setting for allow participant referrals
- New buttons on survey/data tool landing page
- Myself [Self] -> email prompt
- Someone Else [Referral] -> bypasses email entry and opens participant public registration form then survey/data tool
- Anonymous -> opens anonymous public form for new record then survey/data tool
- Organization - > opens anonymous organization form for new record then survey/data tool
- Compyle captures the source of the new record behind the scenes
Responder Type
See also Responder Type Definitions and Table
- Responder Type options are based on the Entity type settings and Anonymous Entity settings the Compyle Admin > Instance Settings details.
- A survey/data tool level setting with the option to specify the public form to use for each different responder type.
- Survey/data tool instance responses will display an icon based on the responder type
- Survey Instance list will show icons for responder types for that instance
- Data Collection list of surveys will include responder type icons based on survey settings (not responses)
- Interface updates to include new terms, icons, and options:
- Surveys/Data Tools: data collection list of surveys/data tools, survey/data tool creation wizard, survey/data tool details, survey/data tool settings, copy survey/data tool, survey access page, responder details sidebar
- Survey/Data Tool Instances: create new instance, survey instance view, survey instance settings, instance report view, add instance responders popup, add responders by group popup
Interface Updates: Clearer Language
See also Responder Type Definitions and Table
- Responders: "a person or thing that answers a survey"; participants, organizations, or anonymous entities that complete a survey/data tool.
- Participants: clients, service recipients, consumers, humans receiving service/advocacy/support/activity etc
- Organizations: agencies, departments, or programs receiving service/funding/advocacy/support/ etc
- Anonymous: entities completing a survey or other data ask who choose not to identify themselves
- Responses: survey/data tool records submitted for a particular instance
- Referrers: outside providers, family, or friends who refer a participant by submitting a survey/data tool response
- Interface updates to include new terms, icons, and options:
Anonymous Response Feature
- New Anonymous Entity (for unlimited & legacy customers)
- Each anonymous record will only have one additional survey response record under it and a record history. Anonymous records are excluded from attached documents and notes.
- Anonymous records can be searched and viewed
- Anonymous responses to surveys can be edited
- Anonymous standard and custom fields can be edited by admins
- Different Anonymous public forms can be created for different data gathering purposes
- Activation requires change to Compyle Admin > Instance Settings by Clear Impact staff
- Anonymous Responses
- Anonymous survey replies create new Anonymous records with a new anonymous record added for each survey/data tool response received.
- Anonymous responses will trigger a new survey instance if there is not one for the current period
- Anonymous records do not appear as “Pending” but are immediately active
- Allow for potential duplicate responses by the same person or group
- Requires a survey level setting once the Anonymous entity is activated in the Compyle Admin Instance Settings.
Form Design Enhancements
- Entity Forms (Participants Form, Organizations Form, Anonymous Form)
- Require fields, reorder fields, show/hide Gender standard field
- Calculation fields now available on entity forms (but not available for data update fields)
- Public Forms
- Form creation wizard added & improved list display
- Public registration forms for Organizations and Anonymous now allowed
- Public form entity type/responder type single-select setting added
- Ability to auto assign group based on public form
- Increase flexibility to hide/show/require standard and custom fields
- Surveys/Data Tools
- Data Update Fields (formerly Participant Data Fields) now include Organization fields as well as Participant fields
Group Access Management Features
- Public forms: option to automatically assign new participants/organizations to groups based on the public form completed
- Pending Status: option to deactivate “pending” status for new participants and new organizations
- Permissions: resolved a group permissions access conflict; users may access participants in their assigned groups even if those participants are also members of restricted groups
Random Refinements
- Analytics
- Scorecard Feeds - Note Type feeds appear in list
- Compylations - Filter wording & grammar
- Compylations - fixed bug with percent of total calculations & filters so that filter is applied for all option counts and total before percentages are calculated
- Navigation
- Resolved infrequent issue with blank screen during navigation.
- Improved display for folder sidebar data