How do I create a new profile in AccuCampus?
This article will explain how to set up User Profiles within AccuCampus. This is one of the first steps in setting up your AccuCampus account. User Profiles can have unlimited profile keys so any and all information can be imported for student users. You are also able to create more than one User Profile if you want to restrict profile information to specific roles or locations. The individual institution decides which information is stored within AccuCampus and who has access to that information. Once you have created a User Profile or Profiles, you can then import the information. (See How do I set up an import to AccuCampus?). You can use profile items to add tags to students in order to create Attendance Restrictions (see How do I create an attendance restriction in AccuCampus?) or to trigger Action Items (see How do I set up automatic assignment of Action Items in AccuCampus?)
1. From the Main Sidebar, click on the Advanced Options category.
2. Click on Settings.
3. Select User Profiles.
4. At the top of the page, click on Create New.
5. At the top of the screen, fill in information about the User Profile.
5a. Enter a Name for the User Profile. Remember to make the name specific and descriptive so that it can be easily identified by others.
5b. Choose which role this User Profile will apply to. User Profiles can apply to more than one role.
5c. Select whether users can view or edit their own profile.
5d. Choose which roles can view the profile answers. Remember to include "Administrator" as one of these roles so that the User Profile can be viewed later.
5e. Choose which roles can edit the profile answers. Remember to include "Administrator" as one of these roles so that the User Profile can be edited later.
5g. If desired, add a location scope to further restrict the access to the profile.
6. Below the General Information, you will begin to add fields to the profile in the Form Designer.
7. If there will be more than one section for the User Profile, we recommend adding a Section Header. To do so, click on Section Header on the right.
7b. A new line will appear with links to Edit or Remove. Click on Edit.
7c. A dialog box will appear. Enter a Unique Key (this will be used for the data import) and a Caption (this will be the section header.) Remember to make the Unique Key and the Caption specific and descriptive so that others will understand them. The Explanation Text is not required, but can be helpful to further explain the header.
NOTE: The Unique Key will be used for importing/exporting data and for the Risk Score Model (if used) so make it understandable and memorable. If changes are made to the Unique Key after information has been imported, data will be lost.
8. To add an item that will be completed by filling in alphanumeric answers, click on Text on the right.
8a. A new line will appear with links to Edit or Remove. Click on Edit.
8b. A dialog box will appear. Enter a Unique Key (this will be used for the data import) and a Caption (this will be the the name of the profile item.) Remember to make the Unique Key and the Caption specific and descriptive so that others will understand them. The Explanation Text is not required, but can be helpful to further explain the caption. Choose whether this item will be required. We recommend that profile items not be required as many import files pulled from SIS or LMS systems will not include any text if an answer is not given, or if it's a yes or no question and the answer is no.
NOTE: The Unique Key will be used for importing/exporting data and for the Risk Score Model (if used) so make it understandable and memorable. If changes are made to the Unique Key after information has been imported, data will be lost.
9. To add an item that will be completed by selecting from a drop down menu, click on Multiple Choice on the right.
9a. A dialog box will appear. Enter a Unique Key (this will be used for the data import) and a Caption (this will be the the name of the profile item.) Remember to make the Unique Key and the Caption specific and descriptive so that others will understand them.
9b. The Explanation Text is not required, but can be helpful to further explain the caption.
9c. Choose whether this item will be required. We recommend that profile items not be required as many import files pulled from SIS or LMS systems will not include any text if an answer is not given, or if it's a yes or no question and the answer is no.
9d. Enter the options to choose from. Each option will need a unique Safe Key and a text-based answer. An example would be: nondeg l Non degree-seeking where the safe key is nondeg and the text-based answer that is shown to users is non degree-seeking. The unique key is used within reports and the risk score model (if used) so we recommend that it be specific and descriptive so that any user can easily understand what the code means.
NOTE: The Unique Key will be used for importing/exporting data and for the Risk Score Model (if used) so make it understandable and memorable. If changes are made to the Unique Key after information has been imported, data will be lost.
10. To add an item that will be completed by checking a check box, click on Check Box on the right.
10a. A dialog box will appear. Enter a Unique Key (this will be used for the data import) and a Caption (this will be the the name of the profile item.) Remember to make the Unique Key and the Caption specific and descriptive so that others will understand them. The Explanation Text is not required, but can be helpful to further explain the caption. Choose whether this item will be required. We recommend that profile items not be required as many import files pulled from SIS or LMS systems will not include any text if an answer is not given, or if it's a yes or no question and the answer is no.
NOTE: The Unique Key will be used for importing/exporting data and for the Risk Score Model (if used) so make it understandable and memorable. If changes are made to the Unique Key after information has been imported, data will be lost.
11. It is possible to preview the form while it is still in progress. To do so, click on Preview at the bottom of the page.
11a. A pop-up box will appear showing the form as it will appear on the user's profile page.
12. Once the form is complete, click on one of the options at the bottom of the screen.
12a. The profile can be edited or deleted at any time from the main User Profiles screen.
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