To add new household: After login, go to Household section On the right top menu, click on New Household Fill all required fields Save After Save, 2 sections will be added: – Add New Beneficiary Member To Family – Add Existing Beneficiary Member To Family To edit an existing household: After login, go to Household section Choose a household …
To see all provided services by beneficiary , by date, by service name: After login, go to Services section On the right top menu, click on provided services Flip among the pagination to see all of the list Filter by service name, Beneficiary, or date
To a record a beneficiary to a service: After login, go to services section Choose the service to record a beneficiary in, and click on the ‘+’ icon on the right side Fill all the fields along with the beneficiary name and save See the number of submission increased
How to manage service: add, delete, edit A user has the ability to see a list of all services, to add new services and to edit or delete current service. To add a new service: After login, go to the Services section From the right menu above the list, click on New Service Fill all info in …
To record a survey: After login, go to surveys section Choose the survey to record, and click on the ‘+’ icon on the right side Fill all the fields and save See the number of submission increased
How to manage surveys : add, delete edit A user has the ability to see a list of all surveys, to add new survey and to edit or delete current survey. To add a new survey: After login, go to the surveys section From the right menu above the list, click on New Survey Structure survey by …
To edit an existing beneficiaries profile: After login, go to Beneficiaries section On top right , click Settings Choose the file from the list Now edit any field Save
To remove a field from an existing beneficiary profile: After login, go to Beneficiaries section On top right , click Settings Choose the file from the list Now choose the field to delete and click on the bin icon Confirm deletion by clicking ok or cancel to cancel Note that if there is no bin …
To add a field to an existing beneficiary profile: After login, go to Beneficiaries section On top right , click Settings Choose the file from the list Now from the right side, drag and drop any field to add it to the file Save
To add additional profile for the beneficiaries: After login, go to Beneficiaries section On top right menu, click on settings On top right menu, click on Add File Now fill all needed fields and use any of the provided fields on the right side Save and see the newly created file in the list
