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العربية

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
View Categories
  • Home
  • Docs
  • Designer
  • Control Panel
  • Add organization

Add organization

Add a new organization to manage surveys. #

You can add a new contact to the Survey Designer system by following these steps:

  • From the side Control Panel, select “Organizations”.
  • Click “New Organization” to display a window that includes:
    • Organization name in English
    • Organization name in Arabic
    • Organization type
    • Organization Industry
    • Country
    • Primary contact person
    • Contact phone number
    • Contact Person’s Email
    • Once all data has been entered, click “Save”.
  • Click “Cancel” if you want to cancel the addition process.
INFO
  • To delete a contact, click “Delete” next to the contact’s name.
  • To view and edit contact details, click “Details” next to the contact’s name.
  • To search for an organization, use the search box; the results will appear on the table below the search box.
  • To view the individuals associated with a specific organization, click “No. Users”. A table will pop up displaying the following data:

– Username
– User status
– User Type

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Search for a User RoleOverview
Table of Contents
  • Add a new organization to manage surveys.

More Links

  • Abbreviations
  • Dictionary
  • Conventions
  • Al Khwarizmi Products
  • Al Khwarizmi Designer

Al Khwarizmi User Guide by Realsoft. All Rights Reserved.