Project Staff

The Team section lists the people doing the monitoring on a project, with how much each of them has recorded.

The two team tables

The page holds two tables, one per kind of monitor: Region Officials, the district-level officials, and Project Staff, the project’s own team. Both share these columns:

Column	What it shows
Name	The person, a link to their profile
Role	Their job title as your programme names it, for example SSO or Project Coordinator
School visits	Visits they recorded in the period
Teacher vis.	Teacher observations they made
Pupil assess.	Assessments they took
Absent forms	Visits where the teacher was recorded as absent

The Project Staff table adds a Type column: Central Official, Coordinator, Academic or Other.

The activity columns count the whole history: this page has no period selector, so it always shows who has been active ever. For recent activity, read the leaderboards on Monitoring Activity, which do follow the period.

Absent forms is worth watching

A high absent count is not necessarily a monitor doing badly. It can mean visits are being scheduled when teachers are not there, which is a planning problem rather than a monitoring one. Read it next to the visit count: many visits and many absences is a timing issue; few visits and many absences may be a school that has stopped functioning.

Adding people

• New staff member (administrators only; others do not see the button) adds one person, with their name, role and details.
• Import staff brings in a list at once, which is the sensible route at the start of a year.
• Download contacts exports the team’s contact details.
• View usage shows how the project’s staff are being used.

The buttons are for managers, except New staff member, which only administrators see; project staff see the tables without them.

Setting a new monitor up

Creating the record is the first of four steps. For the person to actually start monitoring:

1. Create them here (New staff member needs an administrator; Import staff any manager). New people always come in as project staff; if they are really a region official, open their profile and Swap them.
2. Open their profile and note their pin, and get them the app from the public Install App page. See Pins and rollout.
3. Assign their districts on the profile (region officials only; project staff reach the whole project), which is what puts their schools into the app.
4. Assign their forms, which is what they open at the school.

A monitor who can sign in but sees no schools is missing step 3; one who sees schools but no form is missing step 4. See A staff member’s profile.

Two kinds of monitor

The team holds two roles, and the difference matters:

• Region officials work at the district level: they carry district assignments, which decide the schools in their app.
• Project staff belong to the project itself and reach all of it.

A person’s role can be changed later from their profile, for when somebody moves between the two.

Importing staff

Import staff takes a spreadsheet of people rather than adding them one at a time. You map your columns onto: Name, Phone Numbers, Email (optional), Gender (optional) and Job Title. Everyone in the file comes in as project staff of this project; there is no district column, because staff belong to the project rather than to one district.

A changed name creates a duplicate

The import matches rows against the existing team by name or phone number. A returning person whose name is written differently, with no phone number in the row to save the match, comes in as a second record, splitting their visit history in half.

So fill in the phone numbers, and spell names the way they are already recorded. If duplicates do slip in, the deduplication tools can merge them back together, but avoiding it is far easier than repairing it.

Checking usage

View usage shows how the project’s staff are being used across the whole history: who is active, who has stopped, and how the work is distributed. It is the quickest way to spot a project where three people are doing everything and the rest have gone quiet.

Next: Region Officials