Introduction to Panels
Panels in Baseline are essentially lists, whether you manually enter the names or pull the names from Engage (you need specific permission to pull Panels from Engage. Contact your Baseline Site Administrator on campus if you need this permission).
Panels can be used in the following ways:
If you create a panel manually, your first step will be to submit a file via sFTP, or as part of a project request to Support with the identifiers you intend to match to the survey. Once Support has emailed to confirm that your file has been processed, you will be able to create a panel.
If you have access to Engage, you will be able to pull a panel based on Interests selected, Event attendance, Positions held, or Outcomes assigned.
Filtering Existing Survey Data
You can use a panel to filter results in a survey where you have collected identifiers (either student email address or ID).
After assigning a panel to a survey, you can filter the results by the panel you created under the “Filters” tool on the results page, as shown in the screenshot below.
Once a panel has been applied, results can then be filtered by that panel. You may want to do this, for example, if you have a sample of students whose responses you would like to compare and contrast to that of the larger population.
Survey Mass Mailing
Panels can also be used to develop a mass mailing for a survey. This can be helpful when you want to send a follow-up survey to an event tracked through Engage, or students that hold a specific position.
Once your survey is ready to administer, create your mass mailing. When adding recipients to the mailing, you will notice a tab called “From Panel” that will allow you to assign a panel to this mailing (screenshot below).
Creating a Panel (Video overview)
Panels allow you to organize and filter your assessments by creating lists of respondents. This webinar will briefly review why you would want to use a panel, how you can create panels within Baseline, and how you can use those panels to manipulate your data.