How-to Guides

Administration

  • How to manage users and roles — create users, assign roles (admin, registrar, viewer), permissions model

  • How to configure programme/project settings — programme hierarchy, geographic scope, active periods

Setup

  • How to provision devices

  • How to add enumerators

  • How to configure administrative areas

  • How to add lookups and data fields

  • How to create Surveys

  • How to create distribution items, kits and distribution types

  • How to configure preferences

  • How to configure activities

Registration and data management

  • How to create a custom registration form — field types, validation rules, conditional logic, multi-language support

  • How to edit a beneficiary record — update biographical data, re-enrol biometrics, audit trail

  • How to merge duplicate records — manual merge workflow, conflict resolution, which fields take precedence

  • How to bulk import beneficiary data — CSV/Excel import, field mapping, validation errors, dry-run mode

Deduplication

  • How do do biometric deduplication and adjudication

  • How to do field-based deduplication and adjudication

Biometrc Record Checking

  • How to do a biometric record check

Device Management

  • How to install BRaVe