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Registering a caregiver

A caregiver is registered by hand in the SIG, or arrives through synchronisation from KoboToolbox or Survey Solutions (see Bulk actions and exports).

Access​

  1. Side menu: Caregivers → CC Registry.
  2. Click New Caregiver.

The module is reserved to administrators (see Overview).

Form​

The form follows the order of the field interview. Fields marked * are required.

  • Interview start date and time.
  • Informed consent checkbox.

Geolocation​

The get-position button fills latitude, longitude, altitude and accuracy from the device GPS.

Location​

  • Region *, Sector *, Locality *.
  • Project * and Programme *.

Personal information​

  • Photo, 5 MB maximum.
  • First name, Last name *, Sex *, Date of birth.
  • Languages spoken: Crioulo, Portuguese, Fula, Mandinga, Balanta and others. "Other" opens a free field.

Identity document​

  • Document type *: national identity card (BI), voter card, passport, birth certificate, other, or no identity document.
  • Unless "no document": document number *, expiry date * later than today, front photo * and back photo *.

Phone numbers​

  • Orange number: 9 digits starting with 95.
  • MTN number: 9 digits starting with 96.

Telecel / Mobile Money​

  • Registered Telecel SIM: to check, dial *124# then OK.
  • Telecel number: required if the SIM is registered, 9 digits starting with 96.
  • Mobile Money account.

Payments go to the mobile money number, or failing that to the Telecel number.

Contract​

  • Contract type: Volunteer or Contractual.
  • Status: Active, Suspended or Inactive.
  • Recruitment date and supervisor.

End of interview​

  • Interview language, end date and time, observations.

Click create.

Duplicate detection​

While you type, the SIG looks for caregivers already registered with:

  • the same document number;
  • the same first and last name;
  • the same phone or Telecel number;
  • the same date of birth;
  • a GPS position within about 100 m.

A "potential duplicates" banner lists them. Check before saving.

Code​

The code is assigned on save as CW-{region code}-{5-digit number}.

Caregiver record​

In the registry, View opens the record. It has four tabs:

  • Information: every section of the form, Kobo metadata and system dates (creation, activation, suspension, reactivation);
  • Assignments: assignment history;
  • Activities: recent reports and statistics;
  • Payments: payment history.

Edit reopens the form.