Adding a Block

Adding Blocks unlike States/Provinces and Districts are optional but they provide a more structured and granular view to run field operations.

Prerequisites

Only users with permissions to create Locations can add a block.

Steps to Add a New Block

Step 1: Log in to the portal.

Step 2: Navigate to the Locations module from the main navigation menu.

Step 3: Click on the Add New Block button in the top-right corner.

Step 4: Fill out the following fields in the sequence outlined below:

• State/Province: Select the user’s region from the prepopulated list of States in the organisation.

• District: Choose the district relevant to the selected State from the prepopulated list.

• Block: Enter the block name.

• Status: Check the box to activate the location across the organization.

Step 5: Review all entries for accuracy.

Step 6: Click the Translate button at the right of the form to add translations or multi-language text if necessary

Step 7: Click the Save (💾) button at the right of the form once all details are filled in.

Step 8: A success message will appear, confirming that the new location has been added successfully.

Importing Blocks

The Import Blocks feature enables administrators to bulk-upload multiple blocks at once, simplifying the block setup process. Follow the steps below to import blocks:

Steps to Import Blocks

1. Navigate to the location module from the main navigation menu.

1. Click the "Download Template" button . This will download the Block Import Template.

2. Fill in the details in the downloaded template as instructed. Refer to the screenshot below to verify the available fields in the template.

Import guide

Blocks Tab on the File

• Save the template on your local drive.

• Return to the Block section, click the Import button to select the saved template file.

• Review the import summary to ensure all blocks were successfully added. Address any errors, if necessary.

When all required blocks have been added, you may continue by adding the villages associated with them.