Demographics

I want to add demographics to a member who has come into the Advice Centre?

1. Find the relevant Case within the ‘Cases’ area of the Advice Module;
2. Click 'View' and navigate to the 'Links' tab;
3. To add demographic information to a member linked to that case, you can either:
   1. 'Modify' an existing member, or;
   2. Add the information when creating a new member using the ‘+Member’ button. You can then add information regarding Gender, Ethnicity and Disability.

Once added, the information inputted regarding Gender & Disability will show alongside the member’s name on the ‘Links’ tab.

How do I add the options available to select for my demographics?

1. Under ‘Cases’, select ‘Settings’;
2. The dropdown menu will show options to ‘Modify Genders’, ‘Modify Ethnicities’, and ‘Modify Disabilities’;
3. You can then select the ‘Create…’ button to add your options;
4. These will then be shown for selection when adding Demographics to your members.

How can I view all of my members and their demographical information?

1. Within the Advice Module under ‘Statistics’, you can export all data regarding your cases within the data parameters you set;
2. Once exported, navigate to the ‘Demographics’ tab at the bottom of the excel spreadsheet to see your members’ information:
   1. Student ID;
   2. Gender;
   3. Ethnicity;
   4. Disabilities.

---

Updated on 17th February 2021