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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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  • Home
  • Docs
  • Field Managment
  • Form Screen
  • Assigning Units to Users

Assigning Units to Users

Assign specific units to users, enabling them to follow up on the survey. #

Through “Assign Tasks“ you can define the user responsible for monitoring each survey using the map by assigning the areas that each researcher is accountable for. This helps facilitate and organize the data collection process.
To select specific units and assign a user to them using the “Search Unit” feature, follow these steps:

  • Select “Task Assignment” from the side control menu.
  • Click “Search” to open aside panel.
  • From the panel, select the “Search by Unit” tab.
  • Choose the layer from the following options:
    • City or village.
    • District.
    • Compound.
    • Landmark.
    • Building.
    • Road.
  • You can select the option to search only for unassigned areas.
  • To search for a specific unit within a layer, type its name in the search box , then click the “Search” icon .
  • Select the checkbox next to the unit’s name.
  • Once you finish setting the search options, click “Show on Map” . A map will appear with the unit highlighted in red, indicating that it has not yet been assigned to any user, as shown in the adjacent image:
  • Click on the areas you want to assign; their color will change to blue.
  • Click “Assign” ; the assigned areas will turn green, and a notification will appear confirming that the assignment was successful, as shown in the adjacent image:

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Viewing the Data Transfer LogAssigning Tasks Using the List
Table of Contents
  • Assign specific units to users, enabling them to follow up on the survey.

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  • Al Khwarizmi Designer

Al Khwarizmi User Guide by Realsoft. All Rights Reserved.