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Bulk actions and exports

The CC Registry lets you search caregivers, change the status of several at once, export the list and import records from data collection.

Access​

Side menu: Caregivers → CC Registry.

Search and filter​

  • Search by name, code or phone.
  • Filters: Region, Status, Contract type, Sex.

Columns: caregiver, contact, assignment, status, contract, date added, actions (View, Edit).

Change the status of several caregivers​

  1. Tick the rows you want. The number of selected rows is shown.
  2. Choose the action:
ActionNew status
ActivateActive
SuspendSuspended
DeactivateInactive
  1. Confirm. A message gives the number of records updated.

Deselect all cancels the selection.

Effect on payments

Only active caregivers receive a payment when a cycle is generated. Update statuses before generating.

Export​

Click Export, then choose Excel (spreadsheet) or CSV (raw data). The export covers the filtered list.

Import from data collection​

KoboToolbox​

  1. Click Kobo.
  2. Choose the caregiver form, or enter its UID.
  3. Options: update existing records, ignore duplicate alerts.
  4. Click synchronise.

The result gives the records imported, updated, duplicates and errors.

Survey Solutions​

  1. Click SUSO.
  2. Test the connection to the Survey Solutions server.
  3. Choose the caregiver questionnaire, the project and the programme to link the imported records to.
  4. Synchronise. Images are then attached to the records.

The KoboToolbox and Survey Solutions connections are set in the system settings.

Other shortcuts​

The registry also has buttons to Payments and to the caregivers' payment cycles. See Payment tracking.