From 3b683bb17d59f626b568d1edd08674bb0255448c Mon Sep 17 00:00:00 2001 From: Suseela S Date: Mon, 29 Jul 2024 12:12:31 +0000 Subject: [PATCH] GITBOOK-899: Registration portal --- SUMMARY.md | 18 +++---- social-registry/README.md | 4 +- .../features/registry-update-mechanisms.md | 4 +- .../functionality/deduplication/README.md | 8 +-- .../individuals-and-groups/README.md | 4 +- .../README.md | 24 ++++----- .../user-guides/README.md | 0 ...ortal-user-to-limit-accessing-location.md} | 32 +++++------ .../user-guides/create-a-new-household.md} | 10 ++-- ...-new-individual-in-registration-portal.md} | 14 +++-- .../user-guides/create-a-new-registrant.md} | 54 +++++++++---------- 11 files changed, 88 insertions(+), 84 deletions(-) rename social-registry/functionality/{service-provider-portal => registration-portal}/README.md (70%) rename social-registry/functionality/{service-provider-portal => registration-portal}/user-guides/README.md (100%) rename social-registry/functionality/{service-provider-portal/user-guides/configure-service-provider-portal-user-to-limit-accessing-location.md => registration-portal/user-guides/configure-registration-portal-user-to-limit-accessing-location.md} (72%) rename social-registry/functionality/{service-provider-portal/user-guides/create-new-household.md => registration-portal/user-guides/create-a-new-household.md} (94%) rename social-registry/functionality/{service-provider-portal/user-guides/create-a-new-individual-in-service-provider-portal.md => registration-portal/user-guides/create-a-new-individual-in-registration-portal.md} (96%) rename social-registry/functionality/{service-provider-portal/user-guides/create-a-new-service-provider.md => registration-portal/user-guides/create-a-new-registrant.md} (77%) diff --git a/SUMMARY.md b/SUMMARY.md index 24e7441a..9e85c368 100644 --- a/SUMMARY.md +++ b/SUMMARY.md @@ -199,13 +199,13 @@ * [Releases](pbms/releases.md) * [Social Registry](social-registry/README.md) * [Features](social-registry/functionality/README.md) - * [Deduplication](social-registry/functionality/deduplication/README.md) - * [📔 User Guides](social-registry/functionality/deduplication/user-guides/README.md) - * [📔 Configure ID Deduplication](social-registry/functionality/deduplication/user-guides/configure-id-deduplication.md) * [Individuals and Groups](social-registry/functionality/individuals-and-groups/README.md) * [📔 User Guides]() * [📔 Create an Individual Registrant]() * [📔 Create a Group and Add Individual Registrants to the Group](social-registry/functionality/individuals-and-groups/user-guides/create-a-group-and-add-individual-registrants-to-the-group.md) + * [Deduplication](social-registry/functionality/deduplication/README.md) + * [📔 User Guides](social-registry/functionality/deduplication/user-guides/README.md) + * [📔 Configure ID Deduplication](social-registry/functionality/deduplication/user-guides/configure-id-deduplication.md) * [Lock and Unlock](social-registry/functionality/lock-and-unlock.md) * [Enumerator](social-registry/functionality/enumerator.md) * [Dynamic Updates](social-registry/features/registry-update-mechanisms.md) @@ -220,12 +220,12 @@ * [📔 Configure Group Types](social-registry/functionality/configurations/user-guide/configure-group-types.md) * [📔 Configure Group Membership Kind](social-registry/functionality/configurations/user-guide/configure-group-membership-kind.md) * [Self Service Portal](social-registry/functionality/self-service-portal.md) - * [Service Provider Portal](social-registry/functionality/service-provider-portal/README.md) - * [📔 User Guides](social-registry/functionality/service-provider-portal/user-guides/README.md) - * [📔 Create a New Household](social-registry/functionality/service-provider-portal/user-guides/create-new-household.md) - * [📔 Create a New Individual in Service Provider Portal](social-registry/functionality/service-provider-portal/user-guides/create-a-new-individual-in-service-provider-portal.md) - * [📔 Create a New Service Provider](social-registry/functionality/service-provider-portal/user-guides/create-a-new-service-provider.md) - * [📔 Configure Service Provider Portal User to Limit Accessing Location](social-registry/functionality/service-provider-portal/user-guides/configure-service-provider-portal-user-to-limit-accessing-location.md) + * [Registration Portal](social-registry/functionality/registration-portal/README.md) + * [📔 User Guides](social-registry/functionality/registration-portal/user-guides/README.md) + * [📔 Create a New Household](social-registry/functionality/registration-portal/user-guides/create-a-new-household.md) + * [📔 Create a New Individual in Registration Portal](social-registry/functionality/registration-portal/user-guides/create-a-new-individual-in-registration-portal.md) + * [📔 Create a New Registrant](social-registry/functionality/registration-portal/user-guides/create-a-new-registrant.md) + * [📔 Configure Registration Portal User to Limit Accessing Location](social-registry/functionality/registration-portal/user-guides/configure-registration-portal-user-to-limit-accessing-location.md) * [Notifications](social-registry/features/notifications.md) * [Administration / User Management](social-registry/functionality/administration/README.md) * [User Roles](social-registry/functionality/administration/user-roles.md) diff --git a/social-registry/README.md b/social-registry/README.md index b4ce18d3..d95e139d 100644 --- a/social-registry/README.md +++ b/social-registry/README.md @@ -24,6 +24,6 @@ The registry can host demographic data of both individuals and groups (family/ho Social Registry Functional Architecture {% endembed %} -## Features +## Feature and functionality -
FeatureDescription
Dynamic updates
  • CSV
  • APIs
  • Login based direct data entry
  • Operators uploading data
  • ODK (Android, agent, offline)
Data share
  • CSV
  • APIs (G2P Connect, GraphQL, REST)
Individuals and Groups
  • Registry of individuals
  • Registry of household and families
  • Entities with group of people, like school, community
ID Verification
Privacy and security
  • Encryption of PII
Search
  • Fast data search based on parameters of registrants.
Languages support
Notifications
  • SMS
  • Email
Geographic
Administration
  • RBAC
  • Roles
  • Users
Reporting
  • Dashboards
  • Real-time data monitoring
Logging
  • Change logs
  • Audit logs
  • System logs
Verifiable Credentials Issuance
  • Mobile wallet
  • Paper (QR code)
Domain specific registries
Lock and Unlock records
  • Lock record for edit
  • Suggest for edit/update
  • Request for edit/update
  • Unlock for edit/update
Social registry ID
+
FeatureDescription
Dynamic Updates
  • CSV
  • APIs
  • Login-based direct data entry
  • Operators uploading data
  • ODK (Android, agent, offline)
Data Share
  • CSV
  • APIs (G2P Connect, GraphQL, REST)
Individuals and Groups
  • Registry of individuals
  • Registry of household and families
  • Entities with group of people, like school, community
ID Verification
Privacy and Security
  • Encryption of PII
Search
  • Fast data search based on parameters of registrants
Languages Support
Notifications
  • SMS
  • Email
Geographic
Administration
  • RBAC
  • Roles
  • Users
Reporting
  • Dashboards
  • Real-time data monitoring
Logging
  • Change logs
  • Audit logs
  • System logs
Verifiable Credentials Issuance
  • Mobile wallet
  • Paper (QR code)
Domain Specific Registries
Lock and Unlock Records
  • Lock record for edit
  • Suggest for edit/update
  • Request for edit/update
  • Unlock for edit/update
Social Registry ID
diff --git a/social-registry/features/registry-update-mechanisms.md b/social-registry/features/registry-update-mechanisms.md index 1b2c8433..84e34bd9 100644 --- a/social-registry/features/registry-update-mechanisms.md +++ b/social-registry/features/registry-update-mechanisms.md @@ -17,7 +17,7 @@ layout: Social Registry (SR) may be updated in several ways: * [**APIs**](api/)**:** SR can be updated using APIs. This allows for automated updates and real-time syncing of data between systems. -* **Login-based direct data entry**: Authorized users can log in to the Social Registry system and manually enter or update information. This method provides direct control over the data and allows for immediate updates. -* [**Service provider portal**](../../pbms/functionality/service-provider-portal/)**:** Where service providers like institutions or entity that provides services to registrant beneficiary can login to the portal. They can manually add and update the registrant details on the portal. +* [**Login-based direct data entry**](<../functionality/individuals-and-groups/user-guides/README (1).md>): Authorized users can log in to the Social Registry system and manually enter or update information. This method provides direct control over the data and allows for immediate updates. +* [**Registration portal**](../../pbms/functionality/service-provider-portal/)**:** Where service providers like institutions or entity that provides services to registrant beneficiary can login to the portal. They can manually add and update the registrant details on the portal. * [ODK ](../../utilities-and-tools/odk-collection-app.md)(Android, agent, offline): ODK is a set of tools that allows for data collection using mobile devices. Enumerator or field agents can collect data offline using ODK Collect and then upload it to the Social Registry system when a network connection is available. * **CSV**: Users can update the Social Registry by uploading a CSV (Comma-Separated Values) file containing the updated information. This method is useful for bulk updates or when users have the data in a spreadsheet format. _(Currently supporting using scripts that call APIs)_ diff --git a/social-registry/functionality/deduplication/README.md b/social-registry/functionality/deduplication/README.md index 1bc27010..e252f62a 100644 --- a/social-registry/functionality/deduplication/README.md +++ b/social-registry/functionality/deduplication/README.md @@ -24,10 +24,10 @@ ID-based deduplication is a method that detects duplicates based on unique ident ## Feature and functionality -| Deduplication method | Deduplication process | -| ---------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -| ID-based deduplication - Individual registrant | It detects and removes the duplicate individual registrants. | -| In-kind-based deduplication - Group registrant |
  • It detects the groups that have the same In-kind and removes the duplicate groups based on ID.
  • It detects the group member has the same In-kind and removes the duplicate group member based on ID.
| +| Deduplication method | Deduplication process | +| ------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | +| ID-based deduplication for Individual registrant | It detects and removes the duplicate individual registrants. | +| In-kind-based deduplication for Group registrant |
  • It detects the groups that have the same In-kind and removes the duplicate groups based on ID.
  • It detects the group member with the same In-kind and removes the duplicate group member based on ID.
| ## Related user guides diff --git a/social-registry/functionality/individuals-and-groups/README.md b/social-registry/functionality/individuals-and-groups/README.md index 0986ec9d..9593603d 100644 --- a/social-registry/functionality/individuals-and-groups/README.md +++ b/social-registry/functionality/individuals-and-groups/README.md @@ -16,7 +16,7 @@ layout: ## Individual -"Individuals" refer to single persons, each with their own set of demographic data, such as name, date of birth, gender, and other relevant information. The SR can maintain a registry of these individual records, allowing for the management and retrieval of information about each person. +_**Individuals**_ refer to single persons, each with their own set of demographic data, such as name, date of birth, gender, and other relevant information. The SR can maintain a registry of these individual records, allowing for the management and retrieval of information about each person. The figure below displays the individual creation page, allowing users to input personal information. @@ -24,7 +24,7 @@ The figure below displays the individual creation page, allowing users to input ## Group -"Groups" in the Social Registry context typically refer to collections of individuals who are related or connected in some way. This could include households, families, communities, or other entities that consist of multiple people. +_**Groups**_ in the Social Registry (SR) context typically refer to collections of individuals who are related or connected in some way. This could include households, families, communities, or other entities that consist of multiple people. The figure below displays the household creation page, allowing users to input details about the members and their relationship with the household head. diff --git a/social-registry/functionality/service-provider-portal/README.md b/social-registry/functionality/registration-portal/README.md similarity index 70% rename from social-registry/functionality/service-provider-portal/README.md rename to social-registry/functionality/registration-portal/README.md index 47b715a6..5b7ee072 100644 --- a/social-registry/functionality/service-provider-portal/README.md +++ b/social-registry/functionality/registration-portal/README.md @@ -2,23 +2,23 @@ description: Work In Progress --- -# Service Provider Portal +# Registration Portal -Service provider portal is an external application portal where service provider can add or update the registrant demographic information of the individual and registrants. +Registration portal is an external application portal where registrant can add or update the registrant demographic information of the individual and registrants. -| Features | Functionality | -| -------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -| Dashboard(WIP) | Info graphic representation of the registrant details. The dashboard will give records based on location | -|

List view
- Individual
- Group

|

On Individual list view, it shows the brief information of all the individual.
Fields on list view are Individual name, region, kebele, last updated, enumerator, status, and action button

On group list view, it shows the brief information of all groups.
Fields on list view are group name, region, kebele, members, last updated, status, enumerator and action button

| -| Create | Create button on portal, will open new page to add new registrant details. | -| Update | Update action on list view, will allow the service provider to edit the record | -| Form | The survey question on ODK form as per the program are present on portal as well in neatly distributed section like Group details, group member details, Location details, enumerator details and specific data for the program | -| Status | Records on the portal will be locked or unlocked | -| Access Limit | It allow to view and mange the records only to the region and woreda where service provider is assigned and responsible. Once he/she login to the portal, this shows only the records which belong to his/her limits | +| Features | Functionality | +| -------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | +| Dashboard(WIP) | Info graphic representation of the registrant details. The dashboard will give records based on location. | +|

List view
- Individual
- Group

|

On Individual list view, it shows the brief information of all the individual.
Fields on list view are Individual name, region, kebele, last updated, enumerator, status, and action button.

On group list view, it shows the brief information of all groups.
Fields on list view are group name, region, kebele, members, last updated, status, enumerator and action button.

| +| Create | Create button on portal, will open new page to add new registrant details. | +| Update | Update action on list view, will allow the registrant to edit the record. | +| Form | The survey question on ODK form as per the program are present on portal as well in neatly distributed section like group details, group member details, location details, enumerator details and specific data for the program. | +| Status | Records on the portal will be locked or unlocked. | +| Access Limit | It allows to view and mange the records only to the region and woreda where registrant is assigned and responsible. Once he/she login to the portal, this shows only the records which belong to his/her limits. | ## Related user guides -:notebook\_with\_decorative\_cover:[Create New Household](user-guides/create-new-household.md) +:notebook\_with\_decorative\_cover:[Create New Household](user-guides/create-a-new-household.md) diff --git a/social-registry/functionality/service-provider-portal/user-guides/README.md b/social-registry/functionality/registration-portal/user-guides/README.md similarity index 100% rename from social-registry/functionality/service-provider-portal/user-guides/README.md rename to social-registry/functionality/registration-portal/user-guides/README.md diff --git a/social-registry/functionality/service-provider-portal/user-guides/configure-service-provider-portal-user-to-limit-accessing-location.md b/social-registry/functionality/registration-portal/user-guides/configure-registration-portal-user-to-limit-accessing-location.md similarity index 72% rename from social-registry/functionality/service-provider-portal/user-guides/configure-service-provider-portal-user-to-limit-accessing-location.md rename to social-registry/functionality/registration-portal/user-guides/configure-registration-portal-user-to-limit-accessing-location.md index 41999940..9c69a54a 100644 --- a/social-registry/functionality/service-provider-portal/user-guides/configure-service-provider-portal-user-to-limit-accessing-location.md +++ b/social-registry/functionality/registration-portal/user-guides/configure-registration-portal-user-to-limit-accessing-location.md @@ -12,13 +12,13 @@ layout: visible: true --- -# 📔 Configure Service Provider Portal User to Limit Accessing Location +# 📔 Configure Registration Portal User to Limit Accessing Location -This document contains step-by-step instructions to configure service provider portal user to access only the limited locations in the service provider portal where they have recorded the details from the individual/group registrants. +This document contains step-by-step instructions to configure registration portal user to access only the limited locations in the registration portal where they have recorded the details from the individual/group registrants. ## Prerequisites -* A user must have access to the Social Registry and Service Provider portal. +* A user must have access to the Social Registry and Registration Portal. ## Procedure @@ -31,21 +31,21 @@ _**Social Registry**_ screen is displayed.
-3. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select Service Provider. +3. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select Registrant. -_**Service Provider**_ screen is displayed. +_**Registrant**_ screen is displayed.
-4. Click the _**Service Provider**_ user to provide permission to access only the limited location in the Service Provider Portal. +4. Click the _**Registrant**_ user to provide permission to access only the limited location in the Registration Portal. -For example, the user Sample Service Provider is selected. +For example, the user Sample Registrant is selected. -Sample Service Provider screen is displayed. +Sample Registrant screen is displayed.
-5. Click the _**Add a line**_ in the Region column in the _**Service Provider Woreda Permissions**_ section. +5. Click the _**Add a line**_ in the Region column in the _**Registrant Woreda Permissions**_ section. 6. Select the appropriate region from the drop-down in the _**Region**_ column. For example, the region Tigray is selected. @@ -61,9 +61,9 @@ For example, the woreda Zana is selected.
9. Click the icon, and select the _**Grant portal access**_. -10. Check the grant portal access status of the Service Provider user. +10. Check the grant portal access status of the Registrant user. -For example, the user Sample Service Provider has grant portal access. +For example, the user Sample Registrant has grant portal access.
@@ -71,13 +71,13 @@ For example, the user Sample Service Provider has grant portal access. 11. Click the iconto save manually and exit from the screen. 12. Click the icon to discard and exit from the screen without saving the data. -### Service Provider Portal +### Registration Portal -13. Log in to Service Provider Portal. For example, log in as the user Sample Service Provider. +13. Log in to Registration Portal. For example, log in as the user Sample Registrant. -Sample Service Provider dashboard screen is displayed. +Sample Registrant dashboard screen is displayed. -In the respective Region, Zone, and Woreda drop-downs, only the permitted locations are listed for the user Sample Service Provider. +In the respective Region, Zone, and Woreda drop-downs, only the permitted locations are listed for the user Sample Registrant. **Region drop-down** @@ -118,4 +118,4 @@ The sequence must be followed to select the location. * Second, select the zone from the Zone drop-down. It enables the _**Woreda**_ drop-down. * Third, select the Woreda from the Woreda drop-down. -This completes the process of configuring the service provider portal user to access the limited location in the service provider portal. +This completes the process of configuring the registrant user to access the limited location in the Registration Portal. diff --git a/social-registry/functionality/service-provider-portal/user-guides/create-new-household.md b/social-registry/functionality/registration-portal/user-guides/create-a-new-household.md similarity index 94% rename from social-registry/functionality/service-provider-portal/user-guides/create-new-household.md rename to social-registry/functionality/registration-portal/user-guides/create-a-new-household.md index 8b6c63db..4bb2bcea 100644 --- a/social-registry/functionality/service-provider-portal/user-guides/create-new-household.md +++ b/social-registry/functionality/registration-portal/user-guides/create-a-new-household.md @@ -14,11 +14,11 @@ layout: # 📔 Create a New Household -This document provides instructions to create new household in Service Provider portal. +This document provides instructions to create new household in the Registration Portal. ## Prerequisites -A user must have access to the Service Provider portal. +A user must have access to the Registration Portal. ## Procedure @@ -33,7 +33,7 @@ _**Login**_ screen is displayed. 4. Click the _**Reset Password**_ to reset the password. 5. Click the _**Login**_ button. -Service Provider portal _**Household Dashboard**_ screen is displayed. +Registration portal _**Household Dashboard**_ screen is displayed.
@@ -54,7 +54,7 @@ The Household list contains the below information. It displays the number of rec | Last Updated | Displays the last updated date. | | Enumerator | Displays the name of the person who has collected the household data. | | Status |

Displays the status of the household list.

  • Green status - Active household list
  • Grey status - Inactive household list
| -| Action | Click the Update button to edit the household entry. | +| Action | Click the _**Update**_ button to edit the household entry. | ## Create new household @@ -97,7 +97,7 @@ The fields with \* mark are the mandatory fields. {% tab title="Member Details" %}
-Click the Add Member button. [Add new members](create-new-household.md#add-new-members) screen is displayed. +Click the Add Member button. [Add new members](create-a-new-household.md#add-new-members) screen is displayed. {% endtab %} {% tab title="Household Data" %} diff --git a/social-registry/functionality/service-provider-portal/user-guides/create-a-new-individual-in-service-provider-portal.md b/social-registry/functionality/registration-portal/user-guides/create-a-new-individual-in-registration-portal.md similarity index 96% rename from social-registry/functionality/service-provider-portal/user-guides/create-a-new-individual-in-service-provider-portal.md rename to social-registry/functionality/registration-portal/user-guides/create-a-new-individual-in-registration-portal.md index e4cbf11d..33da55e3 100644 --- a/social-registry/functionality/service-provider-portal/user-guides/create-a-new-individual-in-service-provider-portal.md +++ b/social-registry/functionality/registration-portal/user-guides/create-a-new-individual-in-registration-portal.md @@ -12,13 +12,13 @@ layout: visible: true --- -# 📔 Create a New Individual in Service Provider Portal +# 📔 Create a New Individual in Registration Portal -This document provides instructions to create a new individual in service provider portal. +This document provides instructions to create a new individual in Registration portal. ## Prerequisites -A user must have access to the Service Provider portal. +A user must have access to the Registration portal. ## Procedure @@ -33,7 +33,7 @@ _**Login**_ screen is displayed. 4. Click the _**Reset Password**_ to reset the password. 5. Click the _**Login**_ button. -Service Provider Portal _**Individual Dashboard**_ screen is displayed. +Registration Portal _**Individual Dashboard**_ screen is displayed.
@@ -52,7 +52,7 @@ The Individual list contains the below information. It displays the number of re | Kebele | Displays the kebele name. | | Last Updated | Displays the last updated date. | | Enumerator | Displays the name of the person who has collected the individual data. | -| Status | Click the Update button to edit the individual's data. | +| Status | Click the _**Update**_ button to edit the individual's data. | ## Create a new individual @@ -125,6 +125,8 @@ _**Birth Place Location**_
+ +
FieldDescription
Region*Select the appropriate region from the drop-down
Zone*Select the appropriate zone from the drop-down.
Woreda*Enter the appropriate woreda from the drop-down
Kebele*Enter the kebele name.
Postal CodeEnter the postal code.
Note: @@ -135,6 +137,8 @@ _**Current Location**_
+ + | Field | Description | | ----------- | --------------------------------------------------- | | Region\* | Select the appropriate region from the drop-down | diff --git a/social-registry/functionality/service-provider-portal/user-guides/create-a-new-service-provider.md b/social-registry/functionality/registration-portal/user-guides/create-a-new-registrant.md similarity index 77% rename from social-registry/functionality/service-provider-portal/user-guides/create-a-new-service-provider.md rename to social-registry/functionality/registration-portal/user-guides/create-a-new-registrant.md index 8138a761..85ef6ae7 100644 --- a/social-registry/functionality/service-provider-portal/user-guides/create-a-new-service-provider.md +++ b/social-registry/functionality/registration-portal/user-guides/create-a-new-registrant.md @@ -12,9 +12,9 @@ layout: visible: true --- -# 📔 Create a New Service Provider +# 📔 Create a New Registrant -This document provides instructions to create a new service provider and grand portal access to the service provider in the Social Registry module. +This document provides instructions to create a new registrant and grand portal access to the registrant in the Social Registry module. ## Prerequisites @@ -23,13 +23,13 @@ This document provides instructions to create a new service provider and grand p ## Table of Contents -[Create a new service provider](create-a-new-service-provider.md#create-a-new-service-provider) +[Create a new registrant](create-a-new-registrant.md#create-a-new-service-provider) -[Grand access to a service provider](create-a-new-service-provider.md#grant-portal-access-to-a-service-provider) +[Grand access to a registrant](create-a-new-registrant.md#grant-portal-access-to-a-service-provider) -[Delete a service provider user](create-a-new-service-provider.md#delete-a-service-provider-user) +[Delete a registrant user](create-a-new-registrant.md#delete-a-service-provider-user) -[Delete a service provider](create-a-new-service-provider.md#delete-a-service-provider) +[Delete a service provider](create-a-new-registrant.md#delete-a-service-provider) ## Procedure @@ -50,19 +50,19 @@ _**Social Registry**_ screen is displayed.
-6. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select Service Provider. +6. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select Registrant. -_**Service Provider**_ screen is displayed. +_**Registrant**_ screen is displayed.
7. Click the _**New**_ button. -_**Service Provider New**_ screen is displayed. +_**Registrant New**_ screen is displayed.
-8. Enter the _**Service Provider**_ name. +8. Enter the _**Registrant**_ name. 9. Enter the _**Address**_ details. 10. Enter the _**Phone**_ number. 11. Enter the _**Mobile**_ number. @@ -77,17 +77,17 @@ _**Service Provider New**_ screen is displayed.
-You can find the newly created service provider in the service provider dashboard. +You can find the newly created registrant in the registrant dashboard.
-### Grant portal access to a service provider +### Grant portal access to a registrant -14. Click the service provider that requires a grand portal access +14. Click the registrant that requires a grand portal access -For example, here, the service provider User1 is selected. +For example, here, the Registrant User1 is selected. -_**Service Provider User1**_ screen is displayed. +_**Registrant User1**_ screen is displayed.
@@ -101,13 +101,13 @@ _**Portal Access Management**_ screen is displayed. 15. Click the _**Grant Access**_ button. -The user is enabled to access the service provider portal. +The user is enabled to access the registrant portal.
17. Click the _**Close**_ button to exit from the screen. -### Delete a service provider user +### Delete a registrant user 18. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select _**Settings**_. @@ -136,21 +136,21 @@ User1 screen is displayed.
-The user is removed from the service provider user list. +The user is removed from the registrant user list. -### Delete a service provider +### Delete a Registrant -22. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select Service Provider. +22. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select Registrant. -_**Service Provider**_ screen is displayed. +Registrant screen is displayed. -23. Click the service provider that has to removed +23. Click the registrant that has to removed
-For example, here, the service provider User1 is selected. +For example, here, the registrant User1 is selected. -_**Service Provider User1**_ screen is displayed. +_**Registrant User1**_ screen is displayed.
@@ -158,11 +158,11 @@ _**Service Provider User1**_ screen is displayed.
-20. Click the _**Delete**_ button in the _**Bye-bye, record!**_ dialogue box screen to delete the service provider -21. Click the _**No, keep it**_ button to retain the service provider. +20. Click the _**Delete**_ button in the _**Bye-bye, record!**_ dialogue box screen to delete the registrant. +21. Click the _**No, keep it**_ button to retain the registrant.
-The service provider is removed from the service provider screen. +The registrant is removed from the registrant screen.