Part 1: System Setup & Participant Management (~10 min)¶

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Audience: Admin

Objective: Understand the admin interface and how to add and enroll participants.

1.1 Logging In & Dashboard Overview¶

Navigate to the admin login page
Log in with PT Administrator / PT Manager credentials
Quick tour of the dashboard and left-side menu:
Configure — system settings, participants, enrollments
Manage — PT Surveys
Analyze — evaluation, reports, finalization
Reports — shipment and performance reports

1.2 Adding Participants¶

Single participant: - Go to Configure → PT Participants → Add New Participant - Fill in required fields (name, unique identifier, contact details) - Save

Bulk import (recommended for large groups): - Go to Configure → PT Participants → Bulk Import Participants - Download the Excel template (link on the right side of the page) - Fill in participant details — fields with red headings are required - Password can be left blank (system will auto-generate) or set manually - Upload the completed file

1.3 Scheme Enrollment¶

A participant is enrolled in a scheme when it is on at least one of that scheme's enrollment lists. Each scheme has a Default list. You can keep other lists for a round or a region.

Go to Configure → Scheme Enrollments
Find the scheme's group on the Lists tab
Click Edit on the Default list
Click participants in Not on this list (left) to move them to On this list (right)
Click Save changes

To start a new list, click New list. To start one from an existing list, open More on that list and click Clone list. The clone can go to the same scheme or another scheme.

For many participants, use Bulk Import Enrollment. You upload an Excel file, review what will change, then import.

Key concept: Participants must be enrolled in a scheme before they can be enrolled in individual shipments under that scheme.

Trainer Notes¶

Have participant data ready in the Excel template before the session
Emphasize the difference between scheme enrollment (one-time setup) and shipment enrollment (per-survey)
If the deployment uses Data Managers, briefly explain that each participant needs at least one Data Manager assigned (Configure → Participant Login Map)
Show that Download on a list's More menu gives a file that Bulk Import Enrollment accepts back

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