Collections are saved groupings of Participants or Entities that can be used to track data about the group. You can record data for all the members of the Collection at one time via TouchPoints.
 
An Administrator must first create a Collection Type before a Collection roster. 

Once the Collection has been created, Users can edit, disable, or delete the Collection and manage the Subjects within the Collection.

Collections are best used for reoccurring events with the same roster of Participants. Groups that meet less frequently or change often should be recorded with Multiple Participant TouchPoints

For more information…

On technical issues with Collections: support@socialsolutions.com
On available Collections training labs: training@socialsolutions.com


Setting Up Collection Types:

The Collection Type distinguishes an overall classification for Collection Rosters that will be apart of the same Collection Type. TouchPoint Securities and Collection Roster Securities are controlled at the Collection Type level. In the above image, the Collection Type examples are Child Care Cohorts, Educational Classes, and Recreation Groups. Within each of these types the Collection Rosters establish the reoccurring members under one Collection name.

  1. Manage and Set Up Security for Collection Types

  2. Creating a Collection Type

  3. Disabling a Collection

Setting Up Collection Rosters

Collection rosters, as shown in the darker blue in the above image, are the actual lists and groupings of Participants.

  1. Creating a Collection Roster

  2. Disabling and Removing Collection Members

  3. Collection Dashboard

Record Collection TouchPoints

Once the Collection is in place, the group may begin taking TouchPoints. The Collection Rosters above, English and Spanish, will take similar TouchPoints throughout the year.

  1. Recording a Collection TouchPoint

  2. Viewing Collection TouchPoints

Videos on Collections:

  1. Video | Create New Collection Type

  2. Video | Setting up Security for Collection Types

  3. Video | Add Questions to Collection Type

  4. Video | Edit Existing Collection Types

ETO Check-In with Collections

ETO Check-In is a feature that allows attendance TouchPoints to be taken for multiple Participants or Collections with QR codes or Barcodes with phones or appropriate scanners.

Reporting on Collections

  1. Check-In Reports for Collections

  2. Reporting on Collection Response

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