Navigating Bemba
This tutorial describes the Bemba interface so you can get started quickly.
Interface overview
After signing in, the interface has three areas:
┌──────────────┬──────────────────────────────────────────────┐
│ │ Top bar [Language] [🔔] [Profile] │
│ Side ├──────────────────────────────────────────────┤
│ menu │ │
│ │ Content area │
│ │ [Bemba]│
└──────────────┴──────────────────────────────────────────────┘
Step 1: The side menu
Collapsing or opening the menu
- Computer: a menu button collapses the menu to a column of icons, or restores it. The choice is remembered.
- Phone and tablet: the ☰ button opens the menu over the screen.
Menu groups
The menu is organised in groups. Click a group to open it:
| Group | Screens |
|---|---|
| Data Collection | Data Collection, Data Quality |
| Social Registry | Households, Duplicate Management, Documents & Accounts, Eligibility |
| Cash Transfers | Programs, Beneficiaries, Transfers, Payments, Recurrence, Reconciliation, Operator Accounts, SMS Campaigns |
| Social Services | GBV Services, Code of conduct |
| M&E | M&E PTBA, Support, Coverage, Climate |
| Caregivers | CC Dashboard, CC Registry, Training, CC Payments, Payment cycles |
| Complaints (GRM) | Complaints, My Assignments, Kobo - Complaints, Survey Solutions - Complaints, Knowledge Base |
| Reports | Reports, Analytics, Government Reports, GIS Map |
| Geography | Regions, Sectors, Localities, Schools, Health Centers, Water Points, Police Stations |
| Meetings & Attendance | Meetings, Contacts |
| Communication | News |
| Administration | Settings, Projects, Institutions, Public Website, Donors, CMS Management, KB Management, Audits |
The Dashboard and the Main menu sit at the top of the menu. You only see the groups and screens your role allows.
Step 2: The top bar
| Element | Function |
|---|---|
| Refresh the application | Appears when a new version is available |
| Server status | Shows that the server is unreachable when the connection is lost |
| Language | FR, PT and EN buttons; drop-down list on phones |
| Region | Your assigned region, if your account has one |
| Notifications | Bell with the number of unread notifications |
| Profile | My Profile, About, Public Website, Logout |
Changing the language
Click FR, PT or EN. The interface switches language immediately.
Reading notifications
- Click the bell.
- Click a notification to open the related item.
Step 3: The content area
Layout of a list screen
┌─────────────────────────────────────────┐
│ Screen title [Actions] │
├─────────────────────────────────────────┤
│ [Search] [Filters] [Export] │
├─────────────────────────────────────────┤
│ Data table │
├─────────────────────────────────────────┤
│ [Pagination] │
└─────────────────────────────────────────┘
Searching
Type in the search field. The list filters as you type.
Filtering
- Click Filters.
- Choose your criteria. The list updates as soon as a criterion changes.
- To clear everything, click Reset filters or Clear filters.
Paging
The Previous and Next buttons under the table move between pages.
Selecting several rows
On some screens, such as pre-collection, a checkbox on each row allows bulk actions: validate or integrate a selection.
Step 4: Actions
On a row
| Icon | Action |
|---|---|
| Eye | View details |
| Pencil | Edit |
| Bin | Delete, after confirmation |
At the top of the screen
- New: create an item.
- Export: download the filtered list.
- Import: load data, on screens that allow it.
Step 5: Forms
- Mandatory fields are marked with an asterisk (*).
- Errors appear under the field concerned.
- Save confirms the entry; a message confirms the save.
- Cancel goes back without saving.
Step 6: The Bemba assistant
The round button at the bottom right opens the Bemba assistant. Ask it a question in plain language, for example "How many households in Oio?" or "How do I import households?". See Bemba AI.