Versions Compared

Old Version 4

changes.mady.by.user Mengji Chen

Saved on

compared with

New Version 5

changes.mady.by.user Mengji Chen

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

In a lot of use cases CommTrack mobile worker needs to be associated with potentially multiple locations (i.e. 50-100 facilities per mobile worker). This page would walk you through the bulk upload tool to create multiple locations, and the tool to associate each CommTrack mobile worker with multiple locations.

Bulk upload location using excel 

Assuming in your project there are 3 mobile workers and each of them manages the inventory of 2 facilities. The first thing to do is to bulk upload 6 clinics. To do this, you first go to Setup and select 'Upload Locations from Excel'

...

The concept for uploading clinic information is the same: fill in 'name' column with name of facilities. Two more manual steps: 1) fill in 'parent_id' column with district id. Let's say clinic 5 and clinic 6 are located in district a (a.k.a. district a is the parent of the two clinics). Then the parent id for these two clinics should be the system-generated id for district a in sheet district. 2) fill in 'site_code' column with unique codes for each clinic. 

You need to manually fill in all parent id for all clinics even when there are more than hundreds of them. 

Save the excel file and upload it again on the same screen. Once it is successfully uploaded, select 'Manage Locations' and you should be able to see the three districts and clinics within each district. You need to manually fill in all parent id for all clinics even when there are more than hundreds of them. 

 

Image Modified

 

How to change a facility once it is uploaded?
Site_code is the unique identifier for each facility. Say you created a facility 'Starbuck' in district a with the site_code sb and you want to rename the facility 'Starbucks'. All you need to do is to update the facility name and re-upload it. 
Can multiple facilities have the same name?
Yes you can have multiple Starbucks as long as each of the Starbucks has a unique site_code.
Is site_code case sensitive?
No. You won't be able to upload two Starbucks with site_code 'sb' for one and 'SB' for the other.
Can i delete the facility?
For now there is no way to delete a facility once it gets created. 

Associate mobile worker with multiple locations using Excel upload

This tool would allow you to create mobile workers and associate them with different locations all in one go.

...

Once you are done with these two sheets, upload it and click 'Create Mobile Workers'. After you see the line "Your bulk user upload is completed!",  go back to Mobile Worker page and check if they are associated with facilities you assigned them.

Displaying all the facilities that that person is linked to is a future feature, but is not currently implemented. Right now we just show 1 facility that the mobile worker is associated with. In matt's case, Go to CommTrack and you would see the Supply Point he is associated with clinic 6.