Rural Information System (RIS) Page 1 8/30/2012
JP Management and Training Consultants
Rural Information System (RIS) – Sy...
Rural Information System (RIS) Page 2 8/30/2012
Table of Contents
Revision History
List of Acronyms
Introduction
Purpose
P...
Rural Information System (RIS) Page 3 8/30/2012
Revision History
Version Date Revision Description
1.0 4/01/2011 Administr...
Rural Information System (RIS) Page 4 8/30/2012
List of Acronyms
RIS – Rural Information System
SMS – Short Messaging Syst...
Rural Information System (RIS) Page 5 8/30/2012
Introduction
RIS [ xxx ]
Overview
This system is designed to be accessed b...
Rural Information System (RIS) Page 6 8/30/2012
Problem/Bug Reporting Instructions
RIS has been extensively tested during ...
Rural Information System (RIS) Page 7 8/30/2012
System Level
Once the application is launched, a guest user is redirected ...
Rural Information System (RIS) Page 8 8/30/2012
Fig. 2 – RIS Administrator dashboard
RIS Administrator Account
This user p...
Rural Information System (RIS) Page 9 8/30/2012
This section allows the administrator to manage Organization
Administrator...
Rural Information System (RIS) Page 10 8/30/2012
A view Organizations provides summary information about registered
organi...
Rural Information System (RIS) Page 11 8/30/2012
To delete an Organization Administrator, click on “Delete” on the right s...
Rural Information System (RIS) Page 12 8/30/2012
To add a Supplier, click on “Add Supplier” link. The supplier categories ...
Rural Information System (RIS) Page 13 8/30/2012
To edit a Supplier, click on “Edit” on the left hand side of the Supplier...
Rural Information System (RIS) Page 14 8/30/2012
To delete a Supplier, click on “Delete” on the right side of the Supplier...
Rural Information System (RIS) Page 15 8/30/2012
To add a Commodity, click on “Add Commodity” link. The commodity is
assoc...
Rural Information System (RIS) Page 16 8/30/2012
To delete a Commodity, click on “Delete” on the right side of the Commodi...
Rural Information System (RIS) Page 17 8/30/2012
d) System settings: here is where all initial information about the appli...
Rural Information System (RIS) Page 18 8/30/2012
Fig. xx
To add a currency, click on “Add Currency” link.
Rural Information System (RIS) Page 19 8/30/2012
To edit a currency, click on “Edit” on the left hand side of the currency...
Rural Information System (RIS) Page 20 8/30/2012
 Manage Phone Codes
This section allows the administrator to manage phon...
Rural Information System (RIS) Page 21 8/30/2012
To edit a Phone Code, click on “Edit” on the left hand side of the Phone
...
Rural Information System (RIS) Page 22 8/30/2012
 Manage Years
This section allows the administrator to manage Years used...
Rural Information System (RIS) Page 23 8/30/2012
To edit a Years, click on “Edit” on the left hand side of the Years. Clic...
Rural Information System (RIS) Page 24 8/30/2012
 Manage Seasons
This section allows the administrator to manage Seasons ...
Rural Information System (RIS) Page 25 8/30/2012
To delete a Season, click on “Delete” on the right side of the Season.
No...
Rural Information System (RIS) Page 26 8/30/2012
 Manage Regions
This section allows the administrator to manage Regions ...
Rural Information System (RIS) Page 27 8/30/2012
To delete a Region, click on “Delete” on the right side of the Region.
No...
Rural Information System (RIS) Page 28 8/30/2012
To add a District, click on “Add District” link.
To edit a District, clic...
Rural Information System (RIS) Page 29 8/30/2012
To delete a District, click on “Delete” on the right side of the District...
Rural Information System (RIS) Page 30 8/30/2012
To add a Sub County, click on “Add Sub County” link. Select “Region”
and ...
Rural Information System (RIS) Page 31 8/30/2012
To delete a Sub County, click on “Delete” on the right side of the Sub
Co...
Rural Information System (RIS) Page 32 8/30/2012
To add a Parish, click on “Add Parish” link. Select “Region”, “District”
...
Rural Information System (RIS) Page 33 8/30/2012
To delete a Parish, click on “Delete” on the right side of the Parish.
No...
Rural Information System (RIS) Page 34 8/30/2012
To edit a Value Chain Activity, click on “Edit” on the left hand side of
...
Rural Information System (RIS) Page 35 8/30/2012
 Manage Exchange Rates
This section allows the administrator to manage E...
Rural Information System (RIS) Page 36 8/30/2012
To edit an Exchange Rate, click on “Edit” on the left hand side of the
Ex...
Rural Information System (RIS) Page 37 8/30/2012
 Manage Supplier Category
This section allows the administrator to manag...
Rural Information System (RIS) Page 38 8/30/2012
To delete a Supplier Category, click on “Delete” on the right side of the...
Rural Information System (RIS) Page 39 8/30/2012
To add a Price Unit, click on “Add Price Unit” link.
To edit a Price Unit...
Rural Information System (RIS) Page 40 8/30/2012
To delete a Price Unit, click on “Delete” on the right side of the Price
...
Rural Information System (RIS) Page 41 8/30/2012
 More details accessible when a user clicks on “Get details”
f) Edit Acc...
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Ris user manual [ system level ]

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Transcript of "Ris user manual [ system level ]"

  1. 1. Rural Information System (RIS) Page 1 8/30/2012 JP Management and Training Consultants Rural Information System (RIS) – Systems User Manual Version 2.0
  2. 2. Rural Information System (RIS) Page 2 8/30/2012 Table of Contents Revision History List of Acronyms Introduction Purpose Problem/Bug Reporting Instructions System Level Organizational Level Data Access Level
  3. 3. Rural Information System (RIS) Page 3 8/30/2012 Revision History Version Date Revision Description 1.0 4/01/2011 Administrative module tests 1.1 10/10/2011 Integration of all modules and offline tests 2.0 5/22/2012 Production environment
  4. 4. Rural Information System (RIS) Page 4 8/30/2012 List of Acronyms RIS – Rural Information System SMS – Short Messaging System
  5. 5. Rural Information System (RIS) Page 5 8/30/2012 Introduction RIS [ xxx ] Overview This system is designed to be accessed both on computer (pc and laptop) and on mobile/handheld devices. RIS is a database driven system therefore the data is dynamic i.e. can be added or edited or deleted. Once a link is clicked that has a feature of add/view/edit/delete, the default “view” loaded is the view page that displays all entries for that task e.g. Manage Currencies. A user is always prompted to enter in data for mandatory fields. System Design This system is designed in a uniform way i.e. the layout is uniform all over with variations defined by user access levels. The process of adding, editing, viewing and deleting system data is uniform, differing in the task being performed. The task being performed is clearly displayed at the top of the page, see Fig. 5.
  6. 6. Rural Information System (RIS) Page 6 8/30/2012 Problem/Bug Reporting Instructions RIS has been extensively tested during development and before launching it to a production environment. However there are unhandled exceptions that may occur during the cause of the life time of this system. In such an event, please take a screenshot of the problematic page or if it is access by a mobile device take note of the task that was being undertaken. Send that information and any other details that may be helpful in solving the problem to email ris_support@jpmct.com. A system patch will be provided in the shortest time possible.
  7. 7. Rural Information System (RIS) Page 7 8/30/2012 System Level Once the application is launched, a guest user is redirected to the main log in page where user authentication is required before accessing any part of the system. Fig. 1 – main login page On keying in valid username and password combination, the authenticated user is then redirected to a section of the system that they have rights to access. System level refers to the part of this system that is used for the initial setup of RIS. Only one administrative account (RIS Administrator) is allowed to perform this function. When logged in, the RIS Administrator is directed to the Dashboard from where he/she can access the features of the System Level see Fig. 2.
  8. 8. Rural Information System (RIS) Page 8 8/30/2012 Fig. 2 – RIS Administrator dashboard RIS Administrator Account This user performs initial configurations of RIS under "System Settings" see Fig. 3 Tasks include; a) Add or edit or delete organization administrators for purposes of accessing the system.
  9. 9. Rural Information System (RIS) Page 9 8/30/2012 This section allows the administrator to manage Organization Administrators who are to use the system. To add an Organization Administrator, click on “Add Organization Administrator” link. At this stage, organizations are added too. This administrator is associated to an Organization.
  10. 10. Rural Information System (RIS) Page 10 8/30/2012 A view Organizations provides summary information about registered organizations. To edit an Organization Administrator, click on “Edit” on the left hand side of the Organization Administrator. Click "Save changes" to keep modifications made.
  11. 11. Rural Information System (RIS) Page 11 8/30/2012 To delete an Organization Administrator, click on “Delete” on the right side of the Organization Administrator. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort. b) Add or edit or delete suppliers This section allows the administrator to manage Suppliers used in the system.
  12. 12. Rural Information System (RIS) Page 12 8/30/2012 To add a Supplier, click on “Add Supplier” link. The supplier categories are categories entered under “Manage Supplier Category”
  13. 13. Rural Information System (RIS) Page 13 8/30/2012 To edit a Supplier, click on “Edit” on the left hand side of the Supplier. Click "Save changes" to keep modifications made.
  14. 14. Rural Information System (RIS) Page 14 8/30/2012 To delete a Supplier, click on “Delete” on the right side of the Supplier. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort. c) Add or edit or delete commodities (accept suggestions from organizations, set prices for commodities with reference to kampala) This section allows the administrator to manage commodities used in the system.
  15. 15. Rural Information System (RIS) Page 15 8/30/2012 To add a Commodity, click on “Add Commodity” link. The commodity is associated to a season added under “Manage Seasons” To edit a Commodity, click on “Edit” on the left hand side of the Commodity. Click "Save changes" to keep modifications made. Commodity suggestions, this section allows other users to propose commodities to the administrator through their pages. RIS Administrator can then approve or delete that commodity.
  16. 16. Rural Information System (RIS) Page 16 8/30/2012 To delete a Commodity, click on “Delete” on the right side of the Commodity. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort. RIS Administrator is also able to set the week’s commodity price RIS Administrator can view the pricing history for a commodity
  17. 17. Rural Information System (RIS) Page 17 8/30/2012 d) System settings: here is where all initial information about the application is setup i.e. Currencies, Phone Codes , Years (active year), Seasons, Regions, Districts, Sub counties, Parishes, Value Chain Activities, Exchange Rates, Supplier Category, Price Units. See Fig. x Fig. x  Manage Currency This section allows the administrator to manage currencies used in the system.
  18. 18. Rural Information System (RIS) Page 18 8/30/2012 Fig. xx To add a currency, click on “Add Currency” link.
  19. 19. Rural Information System (RIS) Page 19 8/30/2012 To edit a currency, click on “Edit” on the left hand side of the currency. Click "Save changes" to keep modifications made. To delete a currency, click on “Delete” on the right side of the currency. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.
  20. 20. Rural Information System (RIS) Page 20 8/30/2012  Manage Phone Codes This section allows the administrator to manage phone codes used in the system. To add a Phone Code, click on “Add Phone Code” link.
  21. 21. Rural Information System (RIS) Page 21 8/30/2012 To edit a Phone Code, click on “Edit” on the left hand side of the Phone Code. Click "Save changes" to keep modifications made. To delete a Phone Code, click on “Delete” on the right side of the Phone Code. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.
  22. 22. Rural Information System (RIS) Page 22 8/30/2012  Manage Years This section allows the administrator to manage Years used in the system. This user too can set a year as “Active” by clicking on the radio button next to the year. A confirmation message is displayed. To add a Years, click on “Add Years” link.
  23. 23. Rural Information System (RIS) Page 23 8/30/2012 To edit a Years, click on “Edit” on the left hand side of the Years. Click "Save changes" to keep modifications made. To delete a Years, click on “Delete” on the right side of the Years. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.
  24. 24. Rural Information System (RIS) Page 24 8/30/2012  Manage Seasons This section allows the administrator to manage Seasons used in the system. To add a Season, click on “Add Seasons” link. To edit a Season, click on “Edit” on the left hand side of the Season. Click "Save changes" to keep modifications made.
  25. 25. Rural Information System (RIS) Page 25 8/30/2012 To delete a Season, click on “Delete” on the right side of the Season. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.
  26. 26. Rural Information System (RIS) Page 26 8/30/2012  Manage Regions This section allows the administrator to manage Regions used in the system. To add a region, click on “Add Region” link. To edit a Region, click on “Edit” on the left hand side of the Region. Click "Save changes" to keep modifications made.
  27. 27. Rural Information System (RIS) Page 27 8/30/2012 To delete a Region, click on “Delete” on the right side of the Region. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.  Manage Districts This section allows the administrator to manage districts used in the system.
  28. 28. Rural Information System (RIS) Page 28 8/30/2012 To add a District, click on “Add District” link. To edit a District, click on “Edit” on the left hand side of the District. Click "Save changes" to keep modifications made.
  29. 29. Rural Information System (RIS) Page 29 8/30/2012 To delete a District, click on “Delete” on the right side of the District. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.  Manage Sub Counties This section allows the administrator to manage Sub Counties used in the system.
  30. 30. Rural Information System (RIS) Page 30 8/30/2012 To add a Sub County, click on “Add Sub County” link. Select “Region” and “District” To edit a Sub County, click on “Edit” on the left hand side of the Sub County. Click "Save changes" to keep modifications made.
  31. 31. Rural Information System (RIS) Page 31 8/30/2012 To delete a Sub County, click on “Delete” on the right side of the Sub County. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.  Manage Parishes This section allows the administrator to manage parishes used in the system.
  32. 32. Rural Information System (RIS) Page 32 8/30/2012 To add a Parish, click on “Add Parish” link. Select “Region”, “District” and “Sub County” To edit a Parish, click on “Edit” on the left hand side of the Parish. Click "Save changes" to keep modifications made.
  33. 33. Rural Information System (RIS) Page 33 8/30/2012 To delete a Parish, click on “Delete” on the right side of the Parish. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.  Manage Value Chain Activities This section allows the administrator to manage Value Chain Activities used in the system. To add a Value Chain Activity, click on “Add Value Chain Activity” link.
  34. 34. Rural Information System (RIS) Page 34 8/30/2012 To edit a Value Chain Activity, click on “Edit” on the left hand side of the Value Chain Activity. Click "Save changes" to keep modifications made. To delete a Value Chain Activity, click on “Delete” on the right side of the Value Chain Activity. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.
  35. 35. Rural Information System (RIS) Page 35 8/30/2012  Manage Exchange Rates This section allows the administrator to manage Exchange Rates used in the system. To add an Exchange Rate, click on “Add Exchange Rate” link. The currencies to be converted are got from the list added above under “Manage Currencies”
  36. 36. Rural Information System (RIS) Page 36 8/30/2012 To edit an Exchange Rate, click on “Edit” on the left hand side of the Exchange Rate. Click "Save changes" to keep modifications made. To delete an Exchange Rate, click on “Delete” on the right side of the Exchange Rate. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.
  37. 37. Rural Information System (RIS) Page 37 8/30/2012  Manage Supplier Category This section allows the administrator to manage Supplier Categories used in the system. To add a Supplier Category, click on “Add Supplier Category” link. To edit a Supplier Category, click on “Edit” on the left hand side of the Supplier Category. Click "Save changes" to keep modifications made.
  38. 38. Rural Information System (RIS) Page 38 8/30/2012 To delete a Supplier Category, click on “Delete” on the right side of the Supplier Category. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort.  Manage Price Units This section allows the administrator to manage Price Units used in the system.
  39. 39. Rural Information System (RIS) Page 39 8/30/2012 To add a Price Unit, click on “Add Price Unit” link. To edit a Price Unit, click on “Edit” on the left hand side of the Price Unit. Click "Save changes" to keep modifications made.
  40. 40. Rural Information System (RIS) Page 40 8/30/2012 To delete a Price Unit, click on “Delete” on the right side of the Price Unit. Note a prompt is presented to confirm the user really intends to delete an item. Click “Ok” to delete and “Cancel” to abort. e) Audit trail: ability to record and view all transactions taking place in the system. Fig. a  A user is required to select the year and month to view the audit trail. The tasks are grouped by day.
  41. 41. Rural Information System (RIS) Page 41 8/30/2012  More details accessible when a user clicks on “Get details” f) Edit Account This section allows the RIM Administrator to change his/her password

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