A Demographic Set is a collection of demographic fields. This structure lets you create Sets for different purposes, for example:
- A Set for Students
- A Set for visiting Students
- A Set for Clinical Faculty
- A Set for Basic Science Faculty
Path: Admin Toolbar > Advanced > Demographics > Sets > Add Demographic Data Set
Add Demographic Data Set
- Name (*): This is the name of this Demographic Set
- Once you have filled out the required field, click Select Data Fields (circled above).
- You can then click Assign Groups on the previous screen to assign groups to your new demographic Set.
- When you are done, click Save Record to save and exit
- Description: (Optional)
- Deleted: Set to Yes to remove this record from active use.
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(2) Select Data Fields
- Use the Available Fields column to choose the fields you would like to include in Selected Demographics
- You can choose as many as you like, allowing you to create multiple demographic data Sets for different Groups, Programs, etc.
- When you are done, click the small square icon in the top-right corner of the screen to save and exit this screen.
(3) Assign Groups
This build list is used to link your Demographic Set to a Group so that you can collect demographic data on the Users in the Group using the Demographic Set.
- Use the Available Groups column to choose the fields you would like to include in Selected Groups
- When you are done, click the small square icon in the top-right corner of the screen to save and exit this screen.
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(4) Save Record
Now that you have selected your data fields and assigned groups to your demographic you need to Save Record.
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