Field Monitoring
1.0.1
1.0.1
  • Field Monitoring Module Documentation
  • INTRODUCTION
    • Project Background
    • Opportunities
    • Objectives
    • Scope of the Field Monitoring Module
    • Glossary / Terminology
    • FAQ
    • Report an Issue / Contact us
  • PRODUCT / END-USER DOCUMENTATION
    • Overview
    • User Groups
    • User roles and permissions
    • Field Monitoring Module Navigation
    • Overall User Interface
    • Settings
      • Adding and Editing Questions
      • Sites Management
    • Plan
      • Building the Rationale For the Monitoring Activity
      • Logging Known Issues
      • Templating Checklists for Field Monitoring Activities
    • Collect
      • Activities Overview
      • Drafting a Monitoring Activity
      • Checklist / Questionnaire Setup
      • Checklist Review
      • Assigning / Accepting / Rejecting a Visit
      • Data Collection
      • Report Finalization
      • Submission / Completing a Monitoring Activity
    • Analyze section
      • Monitoring Activity
      • Country Overview
  • TECHNICAL DOCUMENTATION
    • Architecture
    • Development Setup
    • Deployment / DevOps
    • Data Model
    • Fixtures and Management Commands
    • Integration with permissions framework
    • API Documentation
      • Error Handling
    • Frontend
      • Module Structure
      • Build Process
    • Offline Collection module
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  • Adding New Sites
  • Sites Editing
  • Searching
  • Exporting
  1. PRODUCT / END-USER DOCUMENTATION
  2. Settings

Sites Management

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Last updated 5 years ago

Sites are maintained by the PME. See more details about user rights in the chapter of this documentation.

The Sites area of the Settings sections allows users to manage the locations defined as the place for Field Monitoring visits. These sites indicate communities otherwise not present in the location dataset available to the country office from official channels. These sites will be available on a drop-down menu in the once a specific visit is being organized.

Users can choose the number of displayed Sites per page using the drop-down field at the bottom of the list:

Adding New Sites

Users can add new sites by clicking the "+" button at the upper-right corner of the Sites Locations list:

The following window will appear on the screen:

To create a new site, the user should enter its name using the input field and set its status (Active/Not Active). Then, the user can point to a particular location on the map. A new pin on the map will appear, and the coordinates of a newly creates site will appear at the bottom of the map:

To finish adding a new site, click the Add button.

An alternative method to clicking on the map, a user can input the latitude and longitude coordinates when adding a site.

An important feature to note is the presence of all the other sites on the map in the area of interest. This feature helps the PME user ensure that no duplicates sites are added in the same area.

Sites Editing

Users can edit a particular site by clicking the Edit button:

The editing form allows changing the site's name, status, and location:

Searching

The top section of the Sites area provides searching and filtering features:

Users can perform searching by a site's name or location. A Location is defined as a geographic area delimited by a boundary at an administrative level provided by the government of the respective country. A Site name is defined with the use of the FM module. Also, users can choose whether inactive sites should be displayed:

Exporting

Users can export all available sites to a CSV file using the Export button in the upper-right corner of the Sites page:

User Roles and Permissions
Collect section
The list of available sites locations
Selecting the number of Sites per page
Add a new site
Adding site-specific info
Choosing a specific location for the new site
Sites editing
Site editing
Searching and filtering
Exporting sites