To create a Collection, click "New Collection" in the top-right corner. Choose a specialized template that matches your goal.
Note: Please contact your ThoughtExchange representative if you require assistance determining the correct template.
After giving the Collection a name, add data sources:
- Select Engagements: Choose any relevant engagements from the current room. We recommend selecting only those that align with your chosen Collection template.
- Add Context Files: Select uploaded context files (Strategic Plans, Priorities, etc.). We recommend a maximum of 3 relevant files. (Note: File upload permissions are required for this step.)
You can choose to filter your data based on available demographic groups. If you want to apply filters, click "Generate filters" and make your selections.
Filters apply to selected engagements by identifying and displaying demographic groups within them.
Note: Currently, the only supported filters are based on "school site" demographics gathered from the questions in the selected engagements within a collection.
Finally, click "Confirm and create a collection."
Note: Once the Collection is made, the data and any filters are permanent (i.e. cannot be edited).