The "Responder Categories" sub-tab under the REPORTS tab allows you to set the way the Categories are displayed in Subjects' Reports and Group Reports.
Order
The "Move Up" and "Move Down" arrow buttons allow you to shift the display of Categories in Reports higher or lower on the list. (Or you can drag them.)
For the sake of visual clarity, "Combined Responders" generally appear first and "Self" last.
Name
Change or correct the name you originally assigned to the Category.
Color
Select the display color for the Category. Be careful not to duplicate.
Gray is good for the Self because it differentiates results from other Responders.
Allow Comment Display
By default, 'Allow Comment Display' is selected for each category except Combined Responders. This means that comments in reports will be shown separately for each category.
To display all comments in one group, rather than divided by category, select 'Allow Comment Display' for Combined Responders and deselect it for all other categories.
Allow Merging
If fewer than three people in a given category reply, their anonymity may be compromised as it becomes easier to guess who provided each response. By default, the system has 'Allow Merging' enabled for all categories, except "Self" and "Supervisor," where preserving anonymity is not a concern.
What happens in a merge?
First, the system checks if any category is "at-risk," meaning it has fewer than three responses and 'Allow Merging' is enabled.
If a category is at-risk, the system searches for another category where 'Allow Merging' is enabled and merges the two categories. If multiple categories are available, it chooses the one with the fewest responses.
If the merged category is still at-risk (i.e., has fewer than three responses), the system will attempt to merge it with additional available categories, if any, until a satisfactory number of responses is achieved.
If no suitable categories are available for merging, the at-risk category will be omitted from the Subject's report.
Categories with no responses will also be excluded from the report.
