Profile Task

The Profile Task can be used to collect professional details or biographical information from your Users.  This Task can collect User Data such as Credentials, Position, Organization, Membership ID, License Number, Custom user questions, and fields that integrate with the PARS database.  For clients utilizing the PARS integration feature, some of these fields may be required for a successful integration.  Please contact your Project Manager via Boomerang if you have questions about utilizing this feature and these fields.

The below instructions will walk you through how to add, edit, and activate a Profile Task.

To add a Profile Task, first locate the Tasks page from the Survey Magnet administrative dashboard.

Select the ADD NEW TASK button toward the upper right hand corner of the page.

Fig. 1 - Tasks Page Add New Task Button.

On the pop-up window, select Profile from the drop down menu.

Then select the ADD TASK button.

Within the Task editor, start by entering a Title for the Task.  This will be the name of the Task the end user will see on their Task List.  Then, adjust the Status from Inactive to Active.  Any Task marked as Inactive will NOT show on the end user’s Task List.

Enter the Due Date for the Task.  The Due Date is strictly a visual reference that will show at the end of a Task on the user's Task List, and is NOT enforced.  The text color will change to red after the Due Date has passed.

If you do NOT want Due Dates to show, simply toggle the Hide Due Dates drop down to Yes.

Enter a number for the Task Order.  Profile Tasks are typically set-up to be completed before any other Task on the Task List, so using ‘1’ would suffice.

Enter the Main Instructions that the user will see when they enter the Task (Fig. 3).

Fig. 3 - Profile Task Editor.

If desired, update the Submit Button Label.  To have users confirm their profile details before completing the Profile task, toggle Enable Confirmation Before Submission? to “Yes.”  If desired, update the Custom Confirmation Text, Confirmation Approve Text, and Confirmation Reject Text (Fig. 4).

Fig. 4 - Text Options Section.

If desired, update the Professional Details Heading Label (Fig. 5).  This label will show above the column collecting Credentials, Position, Organization and Certificate Type.

To collect Credentials, Position, and Organization from your users, toggle the first drop down to “Yes.”  If not, toggle the drop down to “No.”  For the second drop down, choose whether or not this information is required or optional.  Adjust the Label for Credentials, Position, and Organization, if desired.  Finally, add additional instructions for the users to see within the Task, if desired.

To allow users to select the User Groups they can access, toggle the first drop down to “Yes”.  This feature is often used for selection of certificate types. In the second dropdown, choose whether this information is required or optional. Optionally include additional instructions for your users.  If your users can select more than one user group, toggle Allow Users to Select Multiple User Groups? to “Yes.”

Fig. 5 - Professional Details Section.

If desired, update Extra Details Heading Label (Fig. 6).  This label will show above the column collecting License Number and State of Licensure.  The second screenshot shows how this will appear to the end user.

To collect License Number, and State of Licensure from your users, toggle the first drop down to “Yes.”  If not, toggle the drop down to “No.” For the second drop down, choose whether or not this information is required or optional.  Adjust the Label for License Number and State of Licensure, if desired.  Finally, add additional instructions for the users to see within the Task, if desired.

If you need to ask your Users one or two custom questions, you will need to set-up Picklist style questions.  For example, if you need to ask the User their Profession and/or Specialty, turn on Picklist #1 or Picklist #2 by toggling the first drop down to “Yes.”

The second drop down, Target Field, is the database column which collect the answers to the questions, and will allow you to pull the data into worksheets.  Enter the label (question), the values (answers) separated by @@@, and instructions for the question, if needed.

Fig. 6 - Extra Details Section.

If desired, update the Membership Details Heading Label (Fig. 7).  This label will show above the column collecting Membership ID, CPE Number, ABIM MOC Number, ABP MOC Number, and Date of Birth.

To collect Membership ID, CPE Number, ABIM MOC Number, ABP MOC Number, and Date of Birth from your users, toggle the first drop down to “Yes.”  For the second drop down, choose whether this information is required or optional.  Required information will display to the user with a red asterisk beside the field.  Adjust the labels for Membership ID, CPE Number, ABIM MOC Number, ABP MOC Number, and Date of Birth, if desired.  Optionally include additional instructions for your users.

Fig. 7 - Membership Information.

To Filter the Task to specific Users, User Types must first be assigned to your attendees within the Users module after adding them in the Settings page.  User Types can also be added via a Users type worksheet.  The list of User Types shown in the screenshot below are the default User Types for all Survey Magnets.  Once User Types are added in the Settings page, your new list will override this default list.  For clarification, please reach out to your Project Manager via Boomerang.

To Filter the Task to one or more User Type, select the check box before the User Type Label (Fig. 8).

Fig. 8 - Task Filters.

To use the Task Token or Registration Code Filters, please reach out to your Project Manager via Boomerang for assistance.

After all edits have been made to the Task, select the "Update Task" button to save all changes.  You should see a temporary confirmation banner (Fig. 9).  Then, log in as a User to test the Task.

Fig. 9 - Update Task Button and Confirmation Banner.

For all other questions regarding the Profile Task, please reach out to your Project Manager via Boomerang for assistance.