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Creating Panels, Sub-Panels, Context Blocks, And Fields (Rev. Jan26)

Build And Customize Reporter Profiles To Collect The Information You Need

Use the Reporter Profile Layout Manager to control how Reporter Profiles are structured and what information is collected. 

What This Article Covers

  • Accessing the Reporter Profile Layout Manager

  • Understanding standard and custom panels

  • Creating and managing custom panels

  • Creating sub-panels and context blocks

  • Editing panel visibility and targeting

  • Cloning panels and sub-panels

  • Adjusting your panel view by Association

Permissions for Reporter Profile Management

Before making changes to Reporter Profiles, confirm that your Admin role includes the required Reporter Management permissions.

For details, review the Reporter Management permissions article.

Accessing the Reporter Profile Layout Manager

  1. In Mission Control, click Reporters, Admins, & Sites.

  2. Click Manage Reporter Accounts.

  3. Open the More drop-down menu and select Manage Fields and Profile Layout.

Screenshot: The More menu showing Manage Fields and Profile Layout.

Understanding the Reporter Profile Layout Manager

The Reporter Profile Layout Manager is where you control the layout and content of Reporter Profiles. You can create an unlimited number of custom panels and sub-panels.

Panel Canvas

  • Standard Panels
    Standard Panels cannot be removed. The Name & Contact Details panel always appears at the top of the profile. Other Standard Panels can be reordered using drag-and-drop.

  • Custom Panels
    Custom Panels are fully configurable and allow you to collect additional Reporter information.

Screenshot: Reporter Profile Layout Manager canvas highlighting Standard Panels and Custom Panels.

Layout Tools

  • Create a Panel
    Adds a new panel to organize profile information.

  • Create a Sub-Panel
    Adds a subsection within a panel.

  • Create a Context Block
    Adds formatted text or documents to provide instructions or context.

  • Create a Field
    Adds a data-collection field, such as text, dates, numbers, file uploads, or signatures.

  • Manage Fields
    Provides a centralized view of field settings and quick update options.

Screenshot: Layout tool controls visible within the Layout Manager.

Standard Panels on Reporter Profiles

Reporter Profiles include the following Standard Panels:

Panel Name Description
Name & Contact Details Stores core Reporter information, including name, communication permissions, and status.
Site Assignment Assigns Reporters to one or more Sites.
Communications History (Outbound) Displays outbound messages based on your Admin permissions.
Timesheet Settings (Timesheet clients only) Assigns Timesheet settings and provides access to the Reporter’s Timesheet Dashboard.
Survey Completion Rate (Survey clients only) Displays the Reporter’s Survey completion rate.
Associations & Groups Assigns Reporters to Type 1 Associations and manages Group identifiers.

Creating a Custom Panel

  1. In Mission Control, click Reporters, Admins, & Sites.

  2. Click Manage Reporter Accounts.

  3. Open the More drop-down menu and select Manage Fields and Profile Layout.

  4. Click Create a Panel.

Screenshot: Create a Panel button location.

  1. Enter a unique Panel Name.

  2. Configure Reporter Visibility Settings:

    • Temporarily hide this panel from reporters

    • Grant access to all reporters

    • Limit access to reporters by Type 1 Association

  3. Choose whether the panel should appear on the Import Page.

  4. Choose whether the panel should be open on page load.

  5. Click Create.

Screenshot: Create Panel modal showing visibility and panel settings.

New custom panels appear below the Standard Panels and can be reordered using drag-and-drop.

Managing Custom Panel Actions

Custom panels and sub-panels include the following actions:

Action Description
Edit Opens the panel or sub-panel editing window.
Create a Sub-Panel Adds a subsection within the panel.
Clone Duplicates the panel or sub-panel, including fields.
Delete Removes the panel or sub-panel if no data exists.

Screenshot: Action icons displayed on a custom panel.

Editing Panel Visibility Settings

  1. Expand the panel using the green arrow.

  2. Click Edit.

Screenshot: Expanded panel view with Edit selected.

  1. Update the Reporter Visibility Settings.

  2. Select the appropriate Type 1 Association items.

  3. Optionally update whether the panel appears on the Import Page.

  4. Click Update.

NOTE: Visibility rules use OR logic. Reporters matching any selected Association item will see the panel.

Creating a Sub-Panel

  1. In Mission Control, click Reporters, Admins, & Sites.

  2. Click Manage Reporter Accounts.

  3. Open the More drop-down menu and select Manage Fields and Profile Layout.

  4. Click Create a Sub-Panel.

Screenshot: Create a Sub-Panel link location.

  1. Enter a Sub-Panel Name.

  2. Select the Panel where the sub-panel should appear.

  3. Click Create.

Screenshot: Create Sub-Panel modal with panel selection.

Cloning a Panel or Sub-Panel

Cloning a Panel

  1. Locate the panel you want to clone.

  2. Click the Clone icon.

Screenshot: Clone icon on a panel.

  1. Enter a new panel name.

  2. Configure Reporter visibility and Import Page settings.

  3. Choose whether to clone existing sub-panels.

  4. Click Update.

Cloning a Sub-Panel

  1. In Mission Control, click Groups.

  2. Select the Group you want to manage.

  3. Locate the sub-panel and click the Clone icon.

Screenshot: Clone icon on a sub-panel.

  1. Select the destination panel.

  2. Enter a new sub-panel name.

  3. Click Update.

Creating a Context Block

Context Blocks provide guidance or documents directly within Reporter Profiles.

  1. In Mission Control, click Reporters, Admins, & Sites.

  2. Click Manage Reporter Accounts.

  3. Open the More drop-down menu and select Manage Fields and Profile Layout.

  4. Click Create a Context Block.

Screenshot: Create a Context Block option in the Layout Manager.

  1. Enter text using the formatting tools.

  2. Optionally attach up to 10 documents.

  3. Select the target Panel or Sub-Panel.

  4. Choose whether the Context Block is visible to Reporters.

  5. Click Create.

Screenshot: Create Context Block modal with text and document options.

Creating and Managing Fields

Field creation and management are covered in a separate article, including guidance on:

  • Creating new fields

  • Managing existing fields

  • Quick Access To-Dos

  • Reporter reminders

  • Mandatory fields

  • Field privacy settings

Adjusting Your Panel View

Panel targeting allows you to preview Reporter Profiles based on Type 1 Associations.

  1. In Mission Control, click Reporters, Admins, & Sites.

  2. Click Manage Reporter Accounts.

  3. Open the More drop-down menu and select Manage Fields and Profile Layout.

  4. Under View Panels, select View Panels Targeting to Type 1 Associations.

Screenshot: View Panels Targeting to Type 1 Associations option.

  1. Select the Association items you want to preview.

  2. Click Update View.

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