Creating and Customising Profile Types
Video Guide
Please Note: If you are part of a Trust or Group, this will need to be done in the Federation Template. Head to Settings > Federation > Templates > Edit.
Customising the Default Profile Types
In the Template Editor, select the Profile Types Tab. You will see all the available types including any from your parent Templates:
If you double-click a Profile Type, it will show you the available options to Edit:
Here you change the following Properties:
Name. This is what is shown on the app including reports.
Description. This will sometimes appear with the Profile Type to assist the user in selecting.
Avatar. Change your Avatar.
Colour. This Colour is used in some Reports, such as the Tabs on Excel.
Enabled. Turn this off if you do not want to include this Profile Type for your Template.
Once you have made the changes, press Publish for them to take effect.
Creating a New Custom Profile Type
You can create your own Profile Type from within your Template Editor.
A custom Profile Type must still belong to one of the 6 provided types, so when adding one, it will ask you to choose which to base it on.
On the Profile Type tab, press the Plus button. The following drawer will appear:
Select the Parent Profile Type - this is what the Profile Type will be based on in terms of the checks that appear.
Enter a Name and description, then select the Avatar and Colour.
Press Save when done.
Choosing a Parent Profile Type
If you are unsure which Parent Profile Type to select for your new Profile Type, the following help article contains a useful flow chart to assist with this:
If you Publish the Template, you will now be able to select your new profile type when adding/editing a Profile or in filters and on the dashboard.
The Dashboard may take up to a minute to update after a publish or just press Refresh on your browser.
Customising the Rating System
Please Note: If you are part of a Trust or Group, this will need to be done in the Federation Template. Head to Settings > Federation > Templates > Edit.
In the Template Editor, select the Rating Systems Tab. Double-click on the rating system you wish to edit, to open the editor:
Here you change the following properties:
Name. This is what is shown on the app including reports.
Ready Colour. When a Profile passes all the checks for this system, it will turn this colour.
Not Ready Colour. If a Profile is failing a check in this system, it will show this colour.
Enabled. This determines if a rating system is currently enabled and active on your template.
Mandatory. This determines if a rating system is currently a mandatory requirement, for example, statutory information.
Once you have made the required changes, press Publish Changes for them to take effect.