Glossary of Terms

A

Active (Person Status) - Active people can be added to teams and will appear when searching for Active People. Most people are going to be active. 

Archived (Person Status) - Archive someone when you do not want them to appear in active searches or add them to teams in the future. Archived people will still appear on teams that you have already created. Archived profiles cannot be edited by you.

D

Display Logic - Display Logic allows you to show only relevant questions to your end-users on your forms and surveys. Use this to tailor the form (and survey) experience. Learn more.

F

Forms (formerly "Applications") - Lineup Forms provide a way of collecting information from your talent pool. When they complete these forms, their data is automatically updated in their profile. Learn more.

H

Historical Teams - Add a historical team to a person's Team History when you don't want to create a Lineup Team to capture that person's past. A historical team only consists of a team name, start date, end date, and position. Historical teams do not have rosters.

M

Message Center - The Message Center houses all outgoing communication from your Lineup account. Please note, while the Message Center can collect opens and clicks, it doesn't store responses to those emails.

P

People (or End-Users)- The individuals that you manage within Lineup. They can be volunteers for your committees, subject matter experts and item writers for your workshops, or employees for your work groups. This group of people, or end-user, will only access Lineup via a team, evaluation, or application invitation.

Person Fields - Custom fields on an individual's profile. Also known as custom demographics, metadata, or custom attributes.

Potential (Person Status) - Assign the status of potential to people who you are still evaluating or vetting, but not yet ready to begin adding to teams. This status is designed to expand your talent pool without overwhelming your currently active, vetted volunteers and subject matter experts.

Profile Card - A profile card is a snapshot of a person's profile, at a glance. You'll see these on your team rosters, as well as the People Search page. They display the person's avatar (if there is one), name, overall evaluation rating, and the number of active teams that they currently are on. Additionally, they'll show applicable tags. Teal tags relate to custom fields that you've setup to show on the cards (check out this article for more info). Gray tags are the free-form tags on that profile.

Example of a profile card:

T

Teams - Any group of people. Use teams to form workshops, panels, committees, work groups, etc. Typically, they have a start and end date, as well as a purpose, but this is optional.

Teams, Active - Teams that are either currently in progress, that you're planning for, or that have recently concluded. The number of active teams that a person is on is displayed next to their name.

Teams, Archived - Teams that are inactive. Their details are locked and you cannot add or remove people from them anymore.

Team Fields - Custom data points that relate to a team that's been created in Lineup. For example, you could use Team Fields to track a committee's fiscal year, the type of panel, or whether a workshop was in-person or virtual.

Team Surveys - Team Surveys allow you to collect feedback from the people on a given team about how well you did. Team Surveys are all anonymous.

Tracked Fields - A custom tracked field is a custom field that is attached to a person that is accepted on a team. A great example of a tracked field is tracking the attendance of a person on a team. Read more.