Demographics: Sets

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

  1. Name (*): This is the name of this Demographic Set
  2. Once you have filled out the required field, click Select Data Fields (circled above).
  3. You can then click Assign Groups on the previous screen to assign groups to your new demographic Set.
  4. When you are done, click Save Record to save and exit
  • Description: (Optional)
  • Deleted: Set to Yes to remove this record from active use.

 

(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.

(4) Save Record

Now that you have selected your data fields and assigned groups to your demographic you need to Save Record.