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  3. Participants, Households, and Organizations

What are Participants, Households, and Organizations?

Participant, Household, and Organization Entities

Surveys / data collections in Compyle can be completed and submitted either by:

  • Participants: individuals who are part of a program, class, or group
  • Households: a linked set of participants, like a family, who share resources and may live together
  • Organizations: agencies, programs, sites, departments, teams, or community partners 

Surveys are created and sent out the same way to participants, households, and organizations. The responses data is collected and analyzed the same way.

 

The main difference among the different entities  is the type of information being collected and how many people to whom it applies:

  • a Participant record is comprised of a variety of individual personal and demographic data
  •  a Household record holds family group demographics and living situation details
  • an Organization record contains agency, partner, or program information. 

There are also some functionality differences among the entities. 

Profile Form

Participants

Organizations

Households

Anonymous

All List Search

Yes

Yes

Yes

Yes

Linking

To Orgs & To Households

1 Org to 1 Participant

1 to Many Participants

-

Folder

Yes

Yes

Yes

Limited

Groups

Yes

Yes

Yes

-

Import

Yes

Yes

*Phase 2

-

Pending

Yes

Yes

Yes

-

Public Forms

Yes

Yes

Yes

Yes

Survey Responder

Yes

Yes

Yes

Yes

Merge Duplicates

Yes

Yes

*Phase 2

-

Universal Search

Yes

Yes

*Phase 2

-

 

 

 

 

 


A Compyle admin user can determine whether your Compyle instance will include participants, organizations, households, or all three entity profile types.


An organization can be assigned one representative member, who is created in Compyle as a participant. This individual is the organization’s primary contact, but does not have to be the person completing each survey. The primary contact will receive any email notifications for the survey.


When adding participants to a survey instance, organizations appear at the top of the Participants list, followed by individual participants. 


See also Survey/Data Tool Responder Types