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YWHO Data Collection Platform Training / Formation à l’usage de la Plateforme de Collecte des Données CBEJO

page 11/17


Instructions:

To edit a validated form for a client:

  • Find the client’s profile using the Search page. 
  • Under “Visit Lists” – click on the form that needs to be edited.


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Make sure that you are selecting the appropriate visit date for the form that will be edited. 


  • Once on the desired form, find the data that needs to be edited and click on the button beside it.
  • On the Locked Data Update pop-up:
    • Make the desired change under the “New Value” section.
    • Add the reason for your edit on the Locked Data Update pop-up under the “Reason for Modification” section.
  • When you have made the desired change, click on the UPDATED button.
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  • The timer icon  indicates that there has been a change in that particular data field.
  • Information collected in the “Reason for Modification” section are recorded automatically in the History and Audit reports.
  • SuperUsers are able to update data using the EDIT button on the bottom-right side of the screen.



Video Instructions:

Widget Connector
urlhttps://www.youtube.com/watch?v=uLW19Zvg89I&list=PLfvY-3dY8UwmFDNiqf_zw97tb14YSG1xG&index=14&t=0s


Instructions :

Pour modifier, pour un.e client.e, un formulaire qui a été validé :

  • Localiser le profil du/de la client.e à l’aide de la page de Recherche
  • Dans le champ « Liste de rencontres », cliquez sur le formulaire à modifier.
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Assurez-vous de sélectionner la bonne date de visite pour le formulaire à modifier.