PFS Setup Guide.
So you'd like to use the new online Protective Factors Survey tool! That's exciting; it's a great way to give out the PFS and get reports on results.
Own your data
A special feature of the PFS for you - an group that administers the tool - is that YOU can host your own data. As a part of the signup process, you can create a new group and configure a database that you own and control. If you're part of a larger group that already has a database set up with the PFS, then you can sign up with no hassle. If you're setting up a group for the first time, then you need to get that database configured.
You've got two options:
1. BNB White Glove Service
If you don't want to deal with setting up your database account, Brand New Box can manage this for you. If you're interested in this 'white-glove' option, just email Brand New Box and we'll get you sorted out.
2. Self-Service
If you're not afraid of following instructions, you can configure your database account yourself. Step-by-step instructions are below.
Self-Service Instructions
You can jump straight to the PFS Online! You'll need to sign up for two independent services - the PFS Online, and the database service Pachydata. The system will nudge you at each step! But if it's helpful to see it step-by-step, here's what you'll do:
Step 1.
Go to https://pfsonline.friendsnrc.org/users/sign_up and fill in your name, email, and select a password. Click 'Sign Up' when you're ready.
Step 2.
That will take you to your Dashboard, where you'll see that you've successfully signed in. You don't have any Agencies or Groups yet. Your first step is to create a new Group! Look for the 'Create a Group' button.
Step 3.
To create your Group, give it a name and password. THIS password is one you'll share with your agencies. They'll need it to join your Group. When you're done, click 'Save.'
Step 4.
Success! Now you're ready to go set up your database hosting account.
Step 5.
Your next step is to choose how to pay for that plan. The cost is the same, but you can either pay monthly via a credit card, or get an annual invoice via email.
Step 6.
Once you choose a plan, the system will prompt you to create an account here as well. This is a separate service, so you can own your data. Fill in the details and click 'Sign Up'.
Step 7.
If you're paying by credit card, you get a normal payment form. Fill it in as usual.
Step 8.
If you're paying via invoice, you'll skip the credit card form and get a prompt to confirm. Click 'Begin Subscription'.
Step 9.
Great! Wait just a minute while the system sets up your database. You don't need to do anything here.
Step 10.
When your database is ready, it will show you a Thank You message. Hold on tight and we'll redirect you back to the PFS.
Step 11.
You're back at the PFS! Hold on tight while we configure your new Group to use your new Database.
You're done!
That's it! Now you've successfully configured a new Group and Database, and you're ready to use the PFS. You can add staff, create agencies, or configure your options. Happy surveying!
This gives me a great idea...
Does your organization need a sharp software tool to gather data from different people and put it all in one place where it's actually useful? That's what we do at Brand New Box. You can drop us a line here to get started.
