• Module … When an instance is created, this is the profile visualization that will be imported.
• Instance … Can add items that are specific to that instance that may not be needed for future instances.

Either will only apply to the display of a person’s profile in a specific Instance.

Profile Visualization Settings

There are four options to display on the person’s profile page.

• Observations
• Descriptive
• Score
• Rank

Simply drag descriptive, score, or rank into the work area and configure the settings.  Observations item is already located at the top of the work area.  Click on the three-dot ellipsis to edit all four items.

• Show the observations chart … Toggle on to show the graph on the person’s profile page.
• Choose the report to launch (Optional) … The graph can also be set to launch a report when clicked. The desired report is chosen from a drop-down list.

Descriptive

The Descriptive item allows you to select a single descriptive variable to display on the profile page. You can control under which roles the variable will be displayed.

• Variable … Choose the descriptive variable you wish to display.
• Label … Can change the display of the variable name, such as the descriptive variable “Data of Birth” to label of “Birthday”.  (by default, the variable name & label will be displayed).
• Viewable for Roles … Choose the roles from a drop-down list the can view the data.
• Allow people to view their own descriptive … Toggle on or off.

Allow people to edit their own descriptive … Toggle on or off.

The score item allows you to select a single variable to display on the profile page. Use the options below to format how the value should be displayed. You can also control under which roles the variable will be displayed. If no value exists, the widget will not appear. (Note: Be mindful of who can/should see what data; not every bit of information should be seen by everyone).

• Variable … select a variable from the drop down list. If you don’t find the one you need, and would like to create a new variable, click the ‘Create New Variable’ button. See Data – Quick Variable Creator
• Label … enter a label to be displayed (by default, the variable name & label will be displayed)
• Viewable for Roles …  select one or more items, and only the profile of people assigned to the selected roles will display this widget. Otherwise, all people (with score data) will display this widget.
• Allow people to view their own score … enables someone to see their own data.
• Display Option
  • Display text instead of number
  • Display icon instead of number [see font-awesome]
• Number Format … This drop-down specifies the number of decimal places to display (default setting is 0.0000)

Formatting Rules

You can set up additional rules for formatting displayed score values using color or custom text. A couple examples of rules you can set:

• If a score is greater than or equal to 80, you can display it in green text that says “Pass”.
• If the score value is less than 80, display a red thumbs down icon, using the font-awesome reference “fa-thumbs-down”.