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Designer

34
  • Introduction to the Survey Designer
  • Start As Survey Designer
  • Frequently Asked Questions (FAQ)
  • Error Messages and Their Solutions
  • Designer Dashboard
    • Overview
    • Edit Profile Information
    • Log Out
    • Change Language
    • View Key Information of Al-Khwarizmi Platform
    • View Survey Summary
  • My Surveys Screen
    • Overview
    • Viewing Surveys
    • Creating a New Survey
    • Copy a Survey from Templates
    • Duplicate an Existing Survey
    • Edit an Existing Survey
    • Delete a Survey
    • Add a Survey to Templates
    • View Survey Versions
    • Survey Reports
    • Sort the Surveys Table
    • Search the Table Data
  • Control Panel
    • Overview
    • Add organization
    • Search for a User Role
    • Creating New Groups
    • Add Users to Groups
    • Search for Users
    • Add Users
    • Assign Surveys
    • Survey Timeline View
    • Enrich the Question Bank
    • Upload a Survey Sample
    • Enrich the Coding List

Call Center

27
  • About the Call Center
  • Getting Started with the Call Center
  • Frequently Asked Questions (FAQs)
  • Error Messages and Solutions
  • Call Center Dashboard
    • Overview
    • Edit Profile Information
    • Log Out
    • Change Language
    • Sending Notifications
    • View Key Information of Al-Khwarizmi Platform
    • Viewing Available Surveys
  • Form Screen
    • Overview
    • Displaying the Survey Main Screen
    • Adding a New Job Group
    • Add Users to Survey Roles
    • Preview Users and Their Job Group
    • Add a New Queue
    • Add a New Queue
    • Assign Queues
    • Distribute Workload in Queues
    • Pull a survey Unit
    • View Task Log
    • Filter the Task Table
    • Task Table Column Settings
    • Assign Units from Queue
    • Search for a Unit
    • Add a Call

Field Managment

29
  • Introduction to Field Management
  • Getting Started as a Field Management
  • Frequently Asked Questions (FAQ)
  • Error Messages and Solutions
  • Field Managment Dashboard
    • Overview
    • Edit Personal Account Information
    • Change Password
    • Logout
    • View Al-Khwarizmi Platform Information
    • Change Language
    • View Available Surveys
    • Create New Map Update Survey
    • Preview of Geographic Maps
    • Add a New Map
  • Form Screen
    • Overview
    • Display the survey Main Screen
    • Create a New Workgroup
    • Add Users to the Survey Job Group
    • Assign Tasks Using Maps
    • Assigning Tasks Using the List
    • Assigning Units to Users
    • Viewing the Data Transfer Log
    • Configuring Data Sync Log Table Columns
    • Tracking
    • Field Researchers’ Progress
    • Table Column Settings for the Progress Report
    • Configure Survey Settings
    • Configure Survey Settings
    • Add a New Version of Geographic Layers
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  • Control Panel
  • Overview

Overview

Introduction #

The Control Panel is a set of management options that allow you to administer the survey system, organize entities and roles, and manage user groups assigned to oversee surveys. It includes capabilities such as assigning tasks, displaying the survey timeline, and enriching the question bank. The panel also provides easy-to-use tools to perform various operations, such as adding, editing, or deleting data, along with options for quick search and organizing survey samples.

Features #

The functions available in the Control Panel provide flexibility and ease in managing surveys. Below is an overview of these functions:

  • Manage entities (add, edit, delete).
  • Manage roles and permissions.
  • Create and manage groups and users.
  • Assign tasks and surveys to the team.
  • Display a survey timeline with advanced filtering options.
  • Enrich and manage the question bank.
  • Upload and manage samples.
  • Quickly search for specific data.

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Table of Contents
  • Introduction
  • Features

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  • Abbreviations
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  • Al Khwarizmi Designer

Al Khwarizmi User Guide by Realsoft. All Rights Reserved.