When creating new custom demographics, the Site Administrator will need to set the scope of the demographic. This will determine what sites/programs will see the demographic on the Add New Participant page.
The options for setting scope are as follows:
Enterprise-Level: Demographic will be available within all sites and programs in the enterprise, pending no program groups. Administrators must be an Enterprise Manager in order to choose this option.
Site-Level: Demographic will be available in all programs within the current site that the administrator is working in, pending no program groups.
Program-Level: Demographic will be available in the current program that the administrator is working in.
Program Groups: When using Enterprise-Level or Site-Level scope for demographics, program groups can be used jointly to choose which programs within the enterprise or site you would like to display the demographic.
A scope not only determines where a Demographic will appear for a Participant, but in what places the options for it are set. For example, a Demographic scoped to Enterprise and set to Return with Quick Search will have the Return with Quick Search option check in all Sites.
Notes:
The scope of a custom demographic can only be scoped up, it cannot be scoped down. For example, a Site-Level demographic can be changed to an Enterprise-Level, but can never be changed to Program-Level.
If a demographic has been accidentally scoped up, it will have to be disabled and re-created to the prior access level. Furthermore, if there is a report with data corresponding to that demographic, the new demographic will have to be inserted in the query.
Scoping a demographic up to Enterprise-level will merge it with any other demographic of the same name, even across sites. After doing this, flatten all reporting universes that use the demographic so reports reference the demographic's updated ID.