Overview

The Panelist card provides a central place to view a panelist's activity history and update their information. Panelist cards can be accessed through the Panelists library, as well as from the Panelists tab within tests and Schedules. This article outlines how to access a Panelist card and describes the details found within it.

Access a Panelist Card Through the Panelists Library

1. In the Panelists library , locate the panelist whose card you want to open.
   

   If necessary, use the search functionality to find your panelist.
   

   
   
2. Click on the Username of the panelist you found. This will open the Panelist card .
   
   
   Your subscription might be using the Panelist code column name instead of Username.

Access a Panelist Card from a Test

1. Open a test and go to the Panelists tab.
   
   
   
2. If panelists have been added to the test, click on the Username of the panelist whose card you want to open. This will open the Panelist card .
   Your subscription might be using the Panelist code column name instead of Username.
   
   If panelists have not been added to the test yet, add them and then click on their Username to open the card.

Access a Panelist Card from a Schedule

1. Open a Schedule and go to the Panelists tab.
   
   
   
2. If panelists have been added to the schedule, click on the Username of the panelist whose card you want to open. This will open the Panelist card .
   Your subscription might be using the Panelist code column name instead of Username.
   
   If panelists have not yet been added to the schedule, follow the appropriate workflow for your schedule type to ensure a smooth scheduling experience for both you and your panelists (do not just add panelists because your schedule type may require different steps).
   
   

Profile Tab

The Profile tab is the default view when opening a Panelist card. It gives you a complete overview of a panelist's details and account settings, and lets you manage their login credentials and account status from one place.

Panelist Information Fields

The left side of the Profile tab contains the panelist's core contact and identification details. What you see depends on two things:

1. The fields available in your Panelists library. Every subscription comes with a set of default fields built into the software, with the option to add custom panelist fields tailored to your specific subscription.
   
   
2. The fields you included in the view. To help you display only the fields you are interested in, you can use the Column picker in the Panelists library and include desired fields. If your Panelist card does not show a field or fields you expected, close the card and in the Panelists library, go to a panel of your choice and use the Column picker to select the desired fields. Selections made there will reflect in your Panelist card's Profile tab

Account Management Options

The top of the right side of the Profile tab shows a quick-reference summary, including the panelist's name and email. 

Below the summary panel, you'll find several tools for managing the panelist's account access and security:

1. Password. Click Reset password to open a password reset tool. Enter the new password for your panelist, save the change and tell the panelist what the new password is. This tool should be used only if you have not enabled the feature on your website to allow panelists to reset their own passwords.
   
   It is recommended to first Reset login count (please see below) before resetting the password to ensure that any potential locks are cleared before they try to log in again.

1. Status. Use the Status dropdown to set the panelist's account state. Options include:
   
1. Active. With this status the panelist can log in and participate in tests and Schedules.
   
   
2. Paused. The panelist's access is suspended, but their record is not deleted.
   
   
3. Delete. Panelist record gets deleted when this status is selected. If you require panelists records to be permanently scrubbed, please contact Compusense Support for assistance.
   

1. Secret Question. Click Reset question to clear the panelist's saved security question, prompting them to set a new one on their next login.
   

1. Too Many Login Attempts. If a panelist has been locked out due to excessive failed login attempts (8 or more attempts), click Reset login count to unlock their account. It is recommended to perform this step in conjunction with resetting their password.

1. Reset Password on Next Login. Click Reset on next login to force the panelist to create a new password the next time they log in. 
   

Schedule History Tab

1. Upcoming Schedules. This section displays any schedules the panelist is currently registered for or has been invited to that have not yet taken place. If there are no pending schedules, the table will display "No data available in table."
   
   
2. Past Schedules. This section lists all previously completed or expired schedules associated with the panelist, regardless whether they booked themselves or not. 

1. Filter. Use the filter field above each table to quickly search for specific schedules by keyword.
   
   
2. Column picker. Customize which columns are displayed in each table using the Column picker dropdown.
   
   
3. Show # entries. Control how many records are displayed at once using the "Show # entries" selector.
   
   
4. Pagination. Navigate through multiple pages of records using the Previous and Next buttons.
   

Test History Tab

1. Test ID. A unique identifier for the test.
   
   
2. Test name. The name of the test visible to analysts. Clicking the test name will open the associated test for more details.
   
   
3. Panelist status. Indicates the panelist's progress with the test:
   
1. Not started
   
2. In progress
   
3. Complete
   
   
4. Test status. The current status of the test:
   
1. In design
   
2. Running
   
3. Paused
   
4. Expired
   
5. Complete
   
   
5. Samples. Click View samples to see the Sample name, Sample number, and Sample type of each sample that the panelist evaluated for selected test. 

Additional Features

1. Filter. Use the filter field above the table to quickly search for specific tests by keyword.
   
   
2. Column picker. Customize which columns are displayed in the table using the Column picker dropdown.
   
   
3. Show # entries. Control how many records are displayed at once using the "Show # entries" selector. The default is 250 rows.
   
   
4. Pagination. Navigate through multiple pages of records using the Previous and Next buttons.
   

Email History Tab

The Email history tab provides a complete log of all emails that have been sent to the panelist from the Analyst group you are currently in. This allows to track email communications from tests, Schedules, and Panelists library, and review details of individual messages.

It is not possible to see email history that comes from Analyst groups that you do not have access to.

Each entry in the table includes the following details:

1. Subject. The subject line of the email sent to the panelist.
   
   
2. Last updated. The date and time the email was last updated. For all emails that were sent immediately rather than sending them in the future, this date and time also reflect when the email was sent. If there is information in the Scheduled date column, then that's when the email was or will be sent.
   
   
3. Test associated. The test from which the email was sent, if applicable.
   
   
4. Scheduled date. The date the email was scheduled to be sent, if applicable. This does not refer to the Schedules module, but instead the feature for sending emails in the future.
   
   
5. Recipients. The number of recipients the email was sent to.
   

1. View. Select an email record and click View to open the Email history in a new browser tab where you can review the contents of the email.
   
   
2. Delete. Select an email that has not been sent yet (that is scheduled to be sent in the future) and click Delete to cancel it. Emails that have already been sent cannot be deleted.
   
   
3. Filter. Use the filter field above the table to quickly search for a specific email by keyword.
   
   
4. Show # entries. Control how many records are displayed at once using the "Show # entries" selector. The default is 250 rows.
   
   
5. Pagination. Navigate through multiple pages of records using the Previous and Next buttons.
   

Transaction History Tab

1. Transaction date. The date and time the transaction took place.
   
   
2. Type. The type of transaction (e.g., Remove points, Automatically assign points, etc.).
   
   
3. Reason. The reason for the transaction (e.g., Reward redemption, Panelist completed test, etc.).
   
   
4. Stars. The number of stars added or removed as part of the transaction. Negative values indicate a deduction.
   
   
5. Strikes. The number of strikes added or removed as part of the transaction. Negative values indicate a deduction.
   
   
6. Points. The number of points added or removed. Negative values indicate a deduction.
   
   
7. Test name. The test associated with the transaction, if applicable.
   
   
8. Analyst name. The analyst who performed the transaction, if applicable.
   
   
9. Notes. Any additional notes or details related to the transaction. Notes related to panelist points redemption are visible only to analysts who have access to the Rewards library.
   

Additional Features

1. Search. Use the search field above the table to look up specific transactions, then click Apply to filter the results. Delete your keywords and click Apply to clear the search.
   
   
2. Column picker. Customize which columns are displayed in the table using the Column picker dropdown.
   
   
3. Show # entries. Control how many records are displayed at once using the "Show # entries" selector. The default is 250 rows.
   
   
4. Pagination. Navigate through multiple pages of records using the Previous and Next buttons.
   

Panel Membership Tab

The Panel membership tab provides an overview of all panels and subpanels that the panelist is currently a member of. Only panels from the Analyst groups that you have access to will be visible to you. A panelist can belong to panels in Analyst groups that you do not have permissions to see - these panels will not be displayed to you in this tab.