Region Officials

Region officials are the field monitors who submit reports from schools in a region. The Officials page lists everyone who monitors a region, and each official has their own profile.

You reach the list from the Region Officials link in the sidebar, or from the project’s Configuration menu under Team.

The Officials list

The page is titled Officials and shows the region name and a count of officials. The main table has these columns:

Column	What it shows
Monitor	The official’s name, which links to their profile
Job Title	Their job title
School Visits	How many school visits they have made
View Visits	A per-row button that opens their visits in a pop-up

Actions

These buttons are shown to junior managers and above.

• New Region Official: opens a dialog titled “New Region Official”. The fields are Name (at least three characters), gender, Email, Job Title, Phone Numbers (Separated by commas) and Active.
• Import Officials: a spreadsheet import for adding many officials at once.
• Download Contacts: downloads the officials’ contact details as a file.
• View Pins: opens the project’s pins page. See Pins and rollout.
• View Usage: opens a pop-up listing each official with their Last Sync, School Visits and Last 3 Visits.

A region official’s profile

Clicking an official’s name opens their profile, laid out as cards:

• Operating districts: the districts this official may submit reports from. The card explains that the monitor may submit reports from any school in the listed districts.
• Details: the official’s Name, Gender, Email, Active, Pin, Current App Version and Creation Instant date.
• Phone Numbers: their phone numbers.
• Monitoring Forms: the forms assigned to this official.

The profile also shows a table of the official’s monitoring visits and a map of where those visits took place.

Profile actions

Available to junior managers and above:

• New Operating District: adds a district this official may report from. You choose a district within the region.
• Swap to Project Staff: converts this account into a project staff member. You are asked to confirm before the change is made.
• Edit: changes the official’s details.
• Add phone number: adds another phone number.
• New monitoring form: assigns a form that is not already assigned to this official.

Swapping changes the account type

Swap to Project Staff changes this same person’s account type from region official to project staff, and clears their operating districts. Afterwards they appear on the Project Staff list rather than on the Officials list.

Next: Pins and rollout