Skip to main content

Navigate in PCH-SIG

This tutorial guides you through the PCH-SIG interface for quick familiarization.

Interface overview​

After login, the interface consists of several areas:

+-------------------------------------------------------------+
|  [Logo]    Top bar                  [Notifications] [Profile] |
+--------------+----------------------------------------------+
|              |                                              |
|   Side       |              Content area                    |
|   menu       |                                              |
|              |                                              |
|              |                                              |
+--------------+----------------------------------------------+

Step 1: The side menu​

Open/close the menu​

  • Desktop: Click the hamburger icon to collapse/expand
  • Mobile: Click the icon to open the menu as overlay

The menu is organized into thematic groups. Click on a group to expand it:

GroupContent
Social RegistryHouseholds, Duplicates, Identity documents
ProgramsFunders, Programs
Cash TransfersCycles, Beneficiaries, Payments
DataKoBoToolbox, Map
ReportsDashboards, Exports
AdministrationAudits, Settings
  1. Click on the desired group
  2. The group expands and displays submenus
  3. Click on the desired submenu

Step 2: The top bar​

Bar elements​

ElementPositionFunction
Hamburger menuLeftOpens/closes side menu
LanguageCenter-rightChange language (FR/EN)
NotificationsRightView notifications
ProfileRightAccess profile and logout

Change language​

  1. Click the language selector
  2. Choose French or English
  3. The interface updates immediately

View notifications​

  1. Click the bell icon
  2. The notification list is displayed
  3. Click on a notification to access it
  4. Unread notifications are marked in bold

Step 3: The content area​

Typical page structure​

Each page follows a similar structure:

+-----------------------------------------+
|  Page title                  [Actions]   |
+-----------------------------------------+
|  [Search]  [Filters]    [Export]        |
+-----------------------------------------+
|                                         |
|           Data table                    |
|                                         |
+-----------------------------------------+
|  [Pagination]                           |
+-----------------------------------------+
  1. Click in the search field
  2. Type your search term
  3. Results are filtered automatically

Using filters​

  1. Click the Filters button
  2. Select your criteria
  3. Click Apply
  4. To clear: Reset

Step 4: Data tables​

Reading a table​

  • Each row = one record
  • Each column = one attribute
  • Click on the header to sort

Sorting data​

  1. Click on a column header
  2. First click: ascending sort (A-Z, 0-9)
  3. Second click: descending sort (Z-A, 9-0)

Pagination​

At the bottom of the table:

  • Choose the number of items per page (10, 20, 50, 100)
  • Navigate with arrows < >

Selecting elements​

  1. Check the box to the left of a row
  2. Or check the header box to select all
  3. Group actions appear

Step 5: Actions​

Individual actions​

On each row, icons allow:

IconAction
EyeView details
PencilEdit
TrashDelete

Group actions​

With selected elements:

  • Action bar at top of table
  • Available actions depending on context

Main action buttons​

At the top right of each page:

  • New: Create an element
  • Export: Download data
  • Import: Load data

Step 6: Forms​

Filling out a form​

  • Required fields are marked with an asterisk (*)
  • Errors are displayed in red under the field
  • Dropdown lists load dynamically

Save​

  1. Verify information
  2. Click Save
  3. A confirmation message is displayed

Cancel​

Click Cancel to return without saving.

Keyboard shortcuts​

ShortcutAction
Ctrl + KGlobal search
EscapeClose a modal

At the top of some pages, the breadcrumb indicates your position:

Home > Households > Detail > MEN-2024-001

Click on an element to go back up in the hierarchy.

Next steps​

You now know how to navigate in PCH-SIG. Continue with: