Real-Time Profile Completion Rates


Context

The virtual mentoring platform offers a function on the administrator dashboard that recalculates in real time the profile completion rate of mentors and mentees. This can be especially useful when an administrator deletes or creates profile fields, as profile fields are directly tied to profile completion rates. When adding a field, this feature will help program administrators track the completion of the new field by updating the profile completion rate. The feature is also convenient when a program is onboarding new members and wants to follow up on their profile completion %.

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Example 

To learn how to use the function, we will take the example of creating a new custom field after our current mentors and mentees have already completed their profile at 100%.  For instructions on how to create and update profile fields, please refer to the Customize Mentors/Mentees Profile Fields & Drop-down Menus article.

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I created and saved a brand new profile field called "Preferred Pronouns" for mentors and mentees.

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When introducing a new custom field to user profiles, it's natural for the Profile Completion % to temporarily decrease until mentors and mentees provide the necessary information. However, you might notice that the Members Section on the administrator dashboard doesn't immediately reflect this change. Even refreshing the browser may not update the Profile Completion %, leaving it still displaying 100%.

This is when the function to recalculate profile completion is beneficial.

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Steps

1.0 Click the "Admin" tab on the left-hand side of the page to access the administrator dashboard.

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2.0 From the administrator dashboard, navigate to the "Profiles & Feedback" tile located on the third row, and click on "Manage Content" to access the corresponding section. 

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2.1. A new dialog box will appear. Expand the selections by clicking on "Profiles" and subsequently choose "Profile Fields"

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2.2 Click the "Recalculate Profile Completion" tab.

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2.3 A message appears letting you know the profile completeness values are being recalculated. Give it a couple of minutes. 

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3.0 After a couple of minutes, click the "Members" tile on the second row of the administrator dashboard. 

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 3.1 The Profile Completion % should now be reflecting the most recent and accurate information. 

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Repeat steps 1.0 to 3.0 at any time to view the most accurate and recent profile completion %. 

If you have questions or need further support, please contact our Support Team: support@mentoringcanada.ca