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“Using the Case management database template in ActivityInfo”

Sources
BeDataDriven
Training date

This is a one-hour session part of the 2021 ActivityInfo Training Webinar Series.

During this session, we work with the Case management database template. We explore how you can document every stage in the case management process and create customizable databases accessible by selected users. We go through the various capabilities of the template and show how you can adapt it to your requirements. We also discuss the ActivityInfo Self-managed Server which allows you to get ActivityInfo's capabilities on your own server or cloud account.

In summary, we discuss:

  • Customizing forms to match the case lifecycle
  • Working with subforms that correspond to various steps of the case management process
  • Advanced permissions and audit log
  • Working with personally-identifying Information
  • The ActivityInfo Self-managed Server

Feel free to share the session with your colleagues: https://www.activityinfo.org/support/webinars/2022-03-24-case-management-database-template.html

The ActivityInfo Training Series is ideal for anyone interested in learning more about ActivityInfo and who wish to master various features and aspects of the platform for their daily work in Monitoring and Evaluation data collection activities or information management tasks.

About ActivityInfo

ActivityInfo is an information management software that can be used for monitoring and evaluation, case management, inter-agency coordination, in multiple settings. It is ideal for collaboration on data collection and reporting and works online and offline. Since 2009, ActivityInfo facilitates team and partners coordination for hundreds of organizations worldwide. ActivityInfo is optimized for reporting on activities which are geographically dispersed and implemented by multiple partner organizations. Originally developed for UNICEF’s emergency program in eastern DRC, ActivityInfo is a service provided by BeDataDriven, a company based in The Hague, Netherlands. Learn more at ActivityInfo.org.

How to Register

Registration is not needed. Access to the recording of the session is free at: https://www.activityinfo.org/support/webinars/2022-03-24-case-management-database-template.html.