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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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  • Field Managment Dashboard
  • Overview

Overview

Introduction #

The main screen provides an integrated interface for managing accounts and data, allowing you to edit personal account information, change the password, and set the system display language. It also facilitates access to the platform’s main information and enables viewing available forms with search and filter options. In addition, it supports geographic map management by creating map update forms, previewing layers, and adding new maps or new versions of geographic layers.

Features #

The main screen includes the following specialized functions:

  • Edit Personal Account Information: Update account details such as name, email, phone number, profile picture, and change the password.
  • Change Password: Modify the account password according to the system’s security requirements.
  • Log Out: Sign out of the system to protect privacy and data security.
  • Change Language: Select the system to display language.
  • View Platform Main Information: Display information about the Al-Khwarizmi platform, such as version and copyright details, through the information window.
  • View Available Forms: Access the forms created or being worked on within the system, with options to filter by date or search for a specific form.
  • Create New Map Update Form: Allow the user to create new forms for updating geographic maps.
  • Preview Geographic Layers: Browse the maps available within the system.
  • Add New Map: Upload and add new maps to the system.
  • Add New Version of Geographic Layers: Manage geographic layers by adding new versions of maps. 

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Table of Contents
  • Introduction
  • Features

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Al Khwarizmi User Guide by Realsoft. All Rights Reserved.