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Participants | Add Custom Demographic
Participants | Add Custom Demographic


Updated over a week ago

ETO comes with a set of standard demographics that are hard-coded and cannot be modified. Your organization will most likely use some of those fields and disable others.

Custom demographics can be created based on your organization’s needs. Demographics have a scope, meaning they can be made specific to a single program, a collection of some programs, or for all programs in a site or enterprise.

To create a custom demographic:

  1. On the navigation bar, select Site Administration.

  2. At the top of the page, click the Add Demographic button.

  3. Name your demographic.

  4. Select the demographic type.

  5. Select the scope of your demographic.

    1. Remember: you can always scope up, but you cannot scope down. To scope down a demographic, you'll need to disable the current one and create a new demographic.

  6. Add a description (similar to help text) to your demographic.

  7. Click Continue.

  8. The screen you are directed to will vary depending on the demographic type you chose.

  9. Continue through the demographic wizard to add text or values as appropriate.

  10. Click Submit when you have completed your demographic.

  11. You will receive a pop up confirmation and be returned to the start of the wizard.

  12. From here you can create another demographic, or return to steps 1 - 2 to preview your new demographic.

Best Practices:

  • Give Custom Demographics unique names, particularly to avoid Custom Demographics having the same name as a Standard Demographic.

  • Demographic names can only contain a-z, A-Z, 0-9, or the following special characters:

    • !

    • ?

    • \

    • /

    • :

    • -

  • Only 100 demographics can be displayed in the user interface of the Manage Demographics page. This means that if the combination of Site and Enterprise scoped demographics exceeds this number, some will not be displayed on this page. Though you can create more than 100 demographics, we advise against this as it prevents you from being able to manage those that are not displayed. 

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