People Category Layouts with customizable Tabs and Sections
closed
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Iain Lober
I find that the fields in my People Categories are growing as I introduce custom fields for Clearances (Working With Children Checks etc), Camp activities etc. I'm also finding that it is very time consuming applying the People Category Access and Global Access settings as this is per field, for example to limit access to Health information. I would find it helpful if the following functionality was introduced:
People Category Sections: Specify a section that can group associated fields such as Health or Clearance. People Category Access and Global Access settings can then be applied to all fields within the section. A section can be deleted from a profile and appear under the Edit Layout so it can be dragged back in to another profile as a whole.
People Category Tabs: Allow custom tabs to be created and placed in any order with the other tabs. For example you could have the following tabs in a persons profile: "Edit", "Clearances", "Health" etc. This would allow easy access to data rather than scrolling in boredom to find the relevant custom field under the current "Edit" tab.
Sabrina Sherman
closed
Thank you for your feedback. Our team has reviewed this request and determined that it will not be on the Elvanto roadmap in the near future as it does not align with our current product goals.
T
Trudy McMaster
We would really love this feature, mainly so we can put information about peoples WWCC and seperate tab for our youth group too as we get more details from them especially if they don't attend out normal church.
S
Super Admin
Hi where are you with this new function as we could really use this function for our programmes. janice Beban
Ben Sinclair
open
S
Stephen Philps
Ben Sinclair: Still hoping this is on the roadmap -- it would add a huge amount of flexibility to Tithe.ly. The immediate usage case for us would be implementing a form of Awana into the children's profile.
Benjamin West
Ben Sinclair: Please make this AND this (https://tithely.canny.io/chms-feature-requests/p/add-files-that-are-attached-to-specific-people) a reality ASAP in one swoop. These kinds of things are desperately needed.
Things to make information management much easier, viewing, securing sections better, permissions.
S
Super Admin
Benjamin West: Hi Ben
It would be great if we had another Tab called "Sacraments". We minister Baptism, First Holy Communion, Confirmation. I have put this information on the persons profile but it is making the profile so large to scroll through that it is becoming very cumbersome. I would also like a tab for formation training as not everyone volunteers for a ministry. Would you be able to let me know if there is any movement on this and if so expected launch date. Thank you Janice
Stewart Polley
planned
I'll mark this as "Planned" for now. We're working on a new way of handling this sort of stuff and hoping to make this all a lot easier to do.
L
Leah Ramjewan
It would be great if each heading we add to the Category can be like a section and you can expand or minimize based on what area you are working on. Similar to how the Volunteer Tab in Services work, where each department is a drop down and can be accessed based on Permission level. It would be helpful to have something resembling that.
Benjamin West
Leah Ramjewan: I would rather a tabbed layout than accordion style, because accordion can become difficult to work with. However accordion can be expanded to a print view. Elvanto would need to consider both, or of tabbed view is chosen, being able to produce a profile export/PDF.
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Sandra
Do you mean: for instance, We have a large section for children with allergies and school etc. that doesn't need to be displayed for the adults and it's a pain scrolling down to access permissions and actual, needed information ...
I
Iain Lober
I was thinking it would be nice just to select the Tab "Health" and see health related information from a person's profile. At the moment I have to scroll down a fair way to get to this information in order to update it. Also I limit who actually sees Health information using Access permissions and it is quite tedious to do this field by field. I am talking about people profiles which are defined per category so maybe I should have added the word "Profile" in my title. Further we only allow staff at the moment to see other peoples profiles but other people can see information via Reports and Views.
Benjamin West
Yes yes yes. Only recently I adjusted the permissions on 30+ fields and that was a right pain in the backside. The mechanism is great, but for this large number of fields, not so fun. Also the person’s profile is very intensive. Tabs would be awesome.
Benjamin West
I have given this some more thought. Would it make sense if we were to have additional "Categories"/"Secondary Categories" in such a way as to still follow the Elvanto standard of a single "primary" category per person, but allow custom tabs or "data sets and fields" to be added to a person.
Echoing Iain, if permissions of some type could be applied to a tab that would be wonderful.
Some examples - based on our use of Child, Young Person, Adult as our primary Categories. We chose this structure because the fields for a Child or Young Person need to be secure, according to standards. We also have External (for contractors and businesses) and Rehab (not called rehab but this is for our associated rehab facility).
A Young Person has a different layout and fields to an Adult. A Young Person has essentially the same fields as a Child because in our State/Country anyone under the age of 18 is technically a child.
Adults and Young People may be Volunteers. They may have a Business (young entrepreneurs!). They may also be Students of our college.
If we could have Volunteer, Business, Student or any kind of custom data/field sets as tabs, this would allow us to simplify the main category layouts. Cleaner and easier to manage.
At present a Young Person has all the fields of a Child (which is many) AND also the fields for a Volunteer, which are the same as an Adult - meaning duplication of fields in layouts.
With our current structure, we would need to add Student type fields to Child and also to Young Person, which borders on unmanageable.
Some examples:
Category (Child), Secondary Categories (none)
Category (Young Person), Secondary Categories (Volunteer)
Category (Young Person), Secondary Categories (Volunteer, Student)
Category (Adult), Secondary Categories (none)
Category (Adult), Secondary Categories (Business)
Category (External), Secondary Categories (Business, Student) - if they are an external contractor who is a College student
Category (Rehab), Secondary Categories (Volunteer) - because a part of their program is to volunteer for the church
Worst case scenario an Adult whose business contracts for the church, attends church, is a volunteer and also has decided to do college, would have maybe 50-60 fields associated - which then means every single Adult has those fields, slowing down the system greatly.
When a person goes through our Volunteer Compliance Flow, at the start we simply add the "Volunteer" Secondary Category.
Just some more thoughts on the subject :)
Benjamin West
No movement?
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