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Administrator Quickstart | Next: Allowing Students to Update their Profile Data
Setting up Student Profile Questions
Purpose: The Student Profile/Questionnaire is a tab of information that will show up when you look up the user. This information can be manually updated by staff (maybe when they meet with the students) to know information more about the student from their meeting like a survey or it can contain information that has been imported from other systems with student demographics like their “Classification”, “Graduation Year”, “GPA”, “Sports Teams”, “Nationality”, etc.
How to Acccess: Administration > Control Panel > Profile Questionnaire
In this section, we'll cover how to create the profile questionnaire to allow staff to update it or start importing to these custom fields you create.
Creating or Editing the Profile Questionnaire
Follow these steps to build this Profile Questionnaire:
- Navigate to the Administration > Control Panel > Profile Questionnaire section from the main menu.
- Next, click the Add New Page to start a new profile page or edit an existing page.
- Complete the following:
- The Page title - This simply gives this set of questions a name for this section of the profile questionnaire.
- The description - this helps the user completing this section understand what to do when completing it, or provides details on where this data came from if imported.
- Now, it's time to enter a Question by clicking the Add Question button.
- You can change the appearance of the question with the WYSIWYG editor toolbar.
- Optionally, check the “Required” checkbox if the question is mandatory for completing this questionnaire (when updated manually).
- Next, choose the answer type. Select either “multiple-choice” or “open-text” answer types.
- If you selected “multiple-choice”, then enter the answer options and choose whether they can select one or more options. Optionally give them weights for scaled responses (which can help with reports later). If you chose “open-text”, then you are good to move on since they will be entering a response in the open text field.
- Now, enter the next question, or add a new page in the questionnaire, as needed, following steps 2-8 again.
- Finally, when all questions and pages have been added, click the Save Changes button at the top of the page.