Amplify allows you to create different impact templates or types while configuring your program so that when the project team members want to add impacts in their projects, they can utilise them to create different types of project impacts or benefits.
This article discusses:
- Enabling Impacts
- Creating Impact types
- Enabling External Identifiers for the Impact type
- Defining Custom fields
- Enabling attachments
- Removing Impact types
On the Impacts menu item, you have the option to enable or disable impacts in your program. Impacts are enabled by default, but you can disable it if you do not want to allow users to view or add impacts in the program or the projects within.
Once Impacts are enabled for your program, you'll be able to see the Impacts side navigation menu, clicking on which users will be able to access the benefits card, table, and ledger views.
Create Impact Types
The Impacts menu item also enables you to create multiple impact types, each with distinct settings. An impact-type is a template that can be used to create impacts having identical settings.
Amplify provides an inbuilt impact template/type with every new program. You can adjust the settings of the default type if you want the users to add impacts of that type to their projects or program.
The impact types that you create at the program level will be available for use in all projects within the program.
To create an impact type for your program:
- Access the Program.
- From the Side Nav menu, select Configuration.
- From the Program items menu open Impacts.
- Click on the New Impact Type button.
The New Impact form displays.
- Fill the required fields under the General Configuration, Properties and Advanced tabs as required. Please see the following sections more information.
- Click Save to save the impact settings.
Options on the General tab
The General tab has multiple options that will enable you to assign district properties for an impact type. To learn more about these options, see Benefit Type Classifications.
Options on the Properties tab
Enable External ID
The Properties tab has options for enabling the external identifier. Learn more about external identifiers here.
Create Custom Fields
If you want to define separate custom fields on Impact forms, you can do so using the Properties tab. Follow the steps listed in: Define Custom Fields to be Used by all Projects in the Program.
Options on the Advanced tab
The Advanced tab provides you with an option to indicate whether additional documents can be attached to the Impact record.
Delete Impact Types
The Advanced tab also allows you to remove the impact type.