A staff member's profile

Clicking a name on the Project Staff list opens that person’s profile. The page is titled with their name, and their job title appears as the subtitle.

What the profile shows

The profile is laid out as cards:

• Phone Numbers: the person’s phone numbers, each with a WhatsApp link, and a way to remove a number.
• Forms: the monitoring forms assigned to this staff member, each removable.
• Details: a table with Name, Gender, Pin, Job Title, Last Sync Date, Current App Version, Active and Email.
• Monitoring: a chart of this person’s visits over the Last 12 months.
• Visits: a table of this person’s visits, with an Active tab and a Deleted tab so you can see both their current visits and any that have been removed.

Actions

These actions are available to junior managers and above.

Add Phone Number

Adds another phone number to the Phone Numbers card.

New Monitoring Form

Assigns a monitoring form to this person. You choose from the project forms that are not already assigned to them.

Edit

Opens an edit form with the staff member’s name, gender, job title, staff type, pin and active setting.

Delete

Removes the staff member. You are asked to confirm with “Delete this Project Staff? You’ll lose this information.”

Swap to Region Official

Converts this account from project staff into a region official. The dashboard asks you to confirm before it makes the change.

Swapping changes the account type

Swap to Region Official does not create a second account. It changes this same person’s account type from project staff to region official, so they appear on the Officials list afterwards rather than on the Project Staff list. (The reverse, Swap to Project Staff, is available from a region official’s profile.)

Next: Region Officials