CREATE A PROGRAMME

  1. Navigate to the Set Up tab
  2. Open the Programmes sub-menu
  3. Click on the Programme tab
  4. Click on the Add button
  5. Fill in the applicable fields
  6. Click on the Save Programme button found at the bottom-right of the screen
  7. You will now see a notification indicating that the Programme has been saved

EDIT A PROGRAMME

  1. Navigate to the Set Up tab
  2. Open the Management sub-menu
  3. Click on the Programme tab
  4. Click on the Edit Programme button
  5. A form will now be displayed where you can edit the Programme’s details.
  6. Click on the Save Programmes button
  7. You will now see a notification indicating that the Programme has been saved

ASSIGN A FIELD AGENT TO A PROGRAMME

  1. Navigate to the Set Up tab
  2. Open the Programmes sub-menu
  3. Click on the Field Agents tab
  4. Search for a Field Agent by using the search box
  5. Click on the Edit button
  6. Click on the Programmes tab
  7. Add Notes if applicable
  8. Click on the Save Field Agent button located at the bottom right of the page
  9. You will now see a notification indicating that the Field Agent has been saved

CREATE A REPORTING FIELD

  1. Navigate to the Setup tab
  2. Open the Settings sub-menu
  3. Click on the Reporting Fields tab
  4. Click on the Add Add button
  5. The Name field is for the question.
    Select a data type from the dropdown list: String is for text answers
    Boolean is used if the answer must be true or false.
  6. Once the form has been filled in, click on the Add Field button

CREATE A FORM

To create a form, you must first have created a Reporting Field and a Programme. The Form sub-menu is found on each of the Programme tabs.
  1. Click on the Add button
  2. Enter a Form Name.
  3. Select the Programme you would like the form to be assigned to
  4. Enter a Description for the form.
  5. Select a Form Type.
  6. Tick whether the form should be active or not. If a form is not active then it won't be available on the app.
  7. Add Notes if applicable
  8. Click on the Save Field Agent button located at the bottom right of the page
  9. You will now see a notification indicating that the Field Agent has been saved