From 50d7ad3a3f6817a2df643c0be5f29408b5ae3e29 Mon Sep 17 00:00:00 2001 From: Suseela S Date: Mon, 29 Jul 2024 09:34:12 +0000 Subject: [PATCH] GITBOOK-903: Bulk export to Bulk import --- utilities-and-tools/odk-collection-app.md | 2 +- utilities-and-tools/registration-tool-kit.md | 36 ++++++++++++-------- 2 files changed, 23 insertions(+), 15 deletions(-) diff --git a/utilities-and-tools/odk-collection-app.md b/utilities-and-tools/odk-collection-app.md index 4f6e2386..931927ba 100644 --- a/utilities-and-tools/odk-collection-app.md +++ b/utilities-and-tools/odk-collection-app.md @@ -14,7 +14,7 @@ layout: # ODK -ODK (Open Data Kit) is an open-source toolkit that helps organizations collect, manage, and use data, particularly in areas with limited internet connectivity. It enables users to create custom data collection forms on mobile devices and collect data offline. ODK Collect is the client-side app, and ODK Central is the server-side app. +ODK (Open Data Kit) is an open-source toolkit that helps organisations collect, manage, and use data, particularly in areas with limited internet connectivity. It enables users to create custom data collection forms on mobile devices and collect data offline. ODK Collect is the client-side app, and ODK Central is the server-side app. To learn more about ODK, click [here](https://docs.getodk.org/). diff --git a/utilities-and-tools/registration-tool-kit.md b/utilities-and-tools/registration-tool-kit.md index ff876321..c1c62a69 100644 --- a/utilities-and-tools/registration-tool-kit.md +++ b/utilities-and-tools/registration-tool-kit.md @@ -1,34 +1,42 @@ -# Registration Tool Kit +--- +layout: + title: + visible: true + description: + visible: false + tableOfContents: + visible: true + outline: + visible: true + pagination: + visible: true +--- -## Introduction +# Registration Tool Kit -According to the World Bank, registration is a series of three processes - intake, recording, and verification. Intake is the process of gathering information from registrants while recording is adding this information to the [Registry](broken-reference). Verification is the process of authenticating those registrants whose information has been recorded. +According to the World Bank, registration is a series of three processes - intake, recording, and verification. Intake is the process of gathering information from registrants while recording is adding this information to the [Registry](../pbms/functionality/beneficiary-management/beneficiary-registry/). Verification is the process of authenticating those registrants whose information has been recorded. In the OpenG2P platform, intake is carried out via offline/online forms, and recording via form submission. Verification (authentication) of registrants can be done prior to intake or after recording depending on the mode of registration (online/offline). -### Mode of Registration Interfaces +## Mode of Registration Interfaces OpenG2P platform offers registration of persons into programs via the following interfaces: -1. Agent-assisted registration using ODK Collect app +1. Agent-assisted registration using [ODK Collect app](odk-collection-app.md) 2. Self-registration by a potential beneficiary 3. API-based registration by other systems 4. Manual entry -5. Bulk export from CSV +5. Bulk import from CSV, XLSX -ODK Collect App also supports [offline registration](broken-reference) in remote areas without internet connectivity. +ODK Collect App also supports [offline registration](odk-collection-app/user-guides/register-offline.md) in remote areas without internet connectivity. Registration can be done for individuals or groups like families, households, schools, etc. ### Registration Process -Registration aims to collect detailed records from the [Registry](broken-reference) for [Eligibility Assessment](broken-reference). It must be noted that at this stage, the people are referred to as applicants or registrants. Once the applicants/registrants pass the eligibility criterion, they become eligible to enroll in the program and are referred to as beneficiaries. - -A high-level view of the administrator-driven registration in offline mode is given below: - -\ +Registration aims to collect detailed records from the Registry for [Eligibility Assessment](../pbms/features/eligibility/). It must be noted that at this stage, the people are referred to as applicants or registrants. Once the applicants/registrants pass the eligibility criterion, they become eligible to enroll in the program and are referred to as beneficiaries. -While on-demand and administrative-driven approaches are distinct models described by the World Bank, the registration process operates in a spectrum between these two models. For example, a program may allow the applicants to register individually (on-demand) but only in a specific time window (administrative-driven). OpenG2P platform has a flexible implementation and caters to varied approaches across different registration modalities and programs through its various [Registration Interfaces](broken-reference). +While on-demand and administrative-driven approaches are distinct models described by the World Bank, the registration process operates in a spectrum between these two models. For example, a program may allow the applicants to register individually (on-demand) but only in a specific time window (administrative-driven). OpenG2P platform has a flexible implementation and caters to varied approaches across different registration modalities and programs through its various Registration Interfaces. ## Registration features @@ -40,7 +48,7 @@ During online registrations, the registrants log into the system using their MOS #### **Offline mode** -OpenG2P's [ODK Collect App](broken-reference) allows social workers and field registration officers to record the applicant's information without internet connectivity. +OpenG2P's ODK Collect App allows social workers and field registration officers to record the applicant's information without internet connectivity. #### **Secure**