Purpose: Adding, Editing and Filtering Sites
Who: PME Users
When: The Sites area of the Settings sections allows PME users to manage the locations defined as the place for Field Monitoring visits. These sites indicate communities otherwise not present in the location dataset available to the country office from official channels.
These sites will be available on a drop-down menu in the Collect section once a specific visit is being organized.
Access the Field Monitoring module in eTools and go to the Setting section.
- The Settings section allows users to configure the country office workspace in regards to Field Monitoring. This section consists of two main parts:
- The Questions area provides access to the repository of all permissible monitoring questions;
- The Sites area allows defining locations as the place for Field Monitoring visits.
Make sure you are on the Sites Tab
- To add a new site, users can click the "+" button at the top right corner of the sites list:
- The Add Site window will appear on the screen. The window contains the following characteristics to be completed by the user:
- To create a new site, the user should enter its name using the input field and set its status (Active/Not Active). Then, the user can point to a particular location on the map. A new pin on the map will appear, and the coordinates of a newly creates site will appear at the bottom of the map. To finish adding a new site, click the Add button.
Note: An alternative method to clicking on the map, a user can input the latitude and longitude coordinates when adding a site. An important feature to note is the presence of all the other sites on the map in the area of interest. This feature helps the PME user ensure that no duplicates sites are added in the same area.
- To edit a site that has been added, click on the pencil icon next to the site
This will open the Site window (as seen in previous step to edit site information) click on the Save icon when you have completed editing the question.
- To search and export site lists, users can navigate to the top section of the Sites area provides searching and exporting features.
Users can perform searching by a site's name or location. A Location is defined as a geographic area delimited by a boundary at an administrative level provided by the government of the respective country. A Site name is defined with the use of the FM module. Also, users can choose whether inactive sites should be displayed:
Users can export all available sites to a CSV file using the Export button in the upper- right corner of the Sites page: