Project Admin Guide

Project admins use the management portal to oversee operations and manage users. This guide covers all the workflows and features available to project administrators.

Getting Started

Accessing the Management Portal

1. Navigate to the web dashboard: https://in.dharini.artpark.ai/
2. Login with your registered email ID
3. You will be directed to the Overview Dashboard

Overview Dashboard

The Overview Dashboard provides a comprehensive view of all ongoing operations.

Dashboard Components

Live Monitoring

• Sampling locations on an interactive map
• Key performance indicators (KPIs)
• Collection and testing progress metrics
• Real-time field activity

Quick Actions

• Create new projects
• Assign teams and sites
• View sample status
• Manage users

Creating and Managing Projects

Step 1: Create a New Project

1. Navigate to the Projects section
2. Click Create New Project
3. Select the disease for which you are planning to do sampling
4. Fill in the project details:
   • Project name
   • Description
   • Start and end dates
   • Disease type
5. Save the project

Step 2: Assign Team Leads

When creating a project, you can assign team leads:

• Single Team: Assign one team lead
• Multiple Teams: Assign multiple team leads, one for each team

Team leads will have oversight of their respective teams and can monitor team member activities.

Step 3: Add Team Members

For each team, add team members and assign their roles:

Available Roles:

• Collector – Field data collection personnel
• Lab Member – Laboratory technicians
• Project Admin – Project administrators with full access

To Add Team Members:

1. Select the team
2. Click Add Member
3. Enter member details (name, email, phone)
4. Assign the appropriate role
5. Save the member

Site Management

Creating Sites

Sites are specific locations where sampling will occur.

To Create a Site:

1. Navigate to the Sites section within your project
2. Click Create New Site
3. Enter site details:
   • Site name
   • Location (coordinates or map selection)
   • Site type
   • Additional metadata
4. Save the site

Assigning Sites to Collectors

Once sites are created, assign them to individual collectors:

1. Select a site
2. Click Assign Collector
3. Choose the collector from your team
4. Set the sampling parameters:
   • Frequency of Visit – How often the site should be visited (daily, weekly, monthly)
   • Duration – Total duration of sampling in number of months
5. Save the assignment

Collectors will see these assigned sites in their mobile app under “Upcoming Visits.”

Monitoring & Tracking

Sample Status Tracking

Track the progress of samples across all stages:

Sample Stages:

1. Collected – Sample collected in the field
2. Received in Lab – Sample has arrived at the laboratory
3. Tested – Sample testing is complete
4. Report Generated – Final report is available

Viewing Sample Status:

1. Navigate to the Samples section
2. Use filters to view samples by:
   • Status
   • Date range
   • Collector
   • Site
   • Project
3. Click on any sample to view detailed information

Real-Time Monitoring

The dashboard provides real-time visibility into:

• Active field collectors
• Pending visits
• Samples in transit
• Lab processing queue
• Exceptions and alerts

User Management

Adding Users

1. Navigate to User Management
2. Click Add User
3. Enter user details:
   • Name
   • Email address
   • Phone number
   • Designation
4. Assign role(s)
5. Save the user

The user will receive credentials via email or SMS.

Assigning Roles

Users can have one or more of the following roles:

• Super Admin – System-level administrator
• Project Admin – Project-level administrator (can manage projects)
• Team Admin – Team-level administrator
• Team Member – General team member
• Lab Admin – Laboratory administrator
• Lab Member – Laboratory technician
• Collector Admin – Lead field collector
• Collector – Field collector

Removing Users

1. Navigate to User Management
2. Find the user to remove
3. Click Remove or Deactivate
4. Confirm the action

Caution

Deactivating a user will prevent them from logging in but will preserve their historical data. Removing a user completely will delete their account.

Allocating Sites

Sites can be allocated to collectors in bulk or individually:

Individual Allocation

1. Select a site
2. Choose a collector
3. Set visit frequency and duration
4. Save

Bulk Allocation

1. Navigate to Site Allocation
2. Select multiple sites
3. Choose one or more collectors
4. Set default frequency and duration
5. Apply to all selected sites

Reports and Analytics

Generating Reports

1. Navigate to Reports
2. Select report type:
   • Sample collection summary
   • Lab testing summary
   • User activity report
   • Site visit compliance
3. Set date range and filters
4. Generate and download the report

Viewing Analytics

The analytics dashboard provides insights into:

• Collection efficiency by team/collector
• Sample processing times
• Site coverage and compliance
• Quality metrics (acceptance/rejection rates)

Best Practices

Project Setup

• Clearly define project scope and timelines
• Assign adequate team members for the workload
• Set realistic visit frequencies based on resources

Team Management

• Regularly review team assignments
• Monitor collector performance and site coverage
• Provide feedback and support as needed

Data Quality

• Monitor sample rejection rates
• Review exceptions and anomalies
• Ensure collectors have proper training

Communication

• Keep team members informed of project updates
• Address issues promptly
• Use the platform’s notification features

Troubleshooting

For common issues and their solutions, see the Troubleshooting Guide.

Next Steps

• Learn about Field Collector workflows
• Learn about Lab Technician workflows
• View Troubleshooting Guide
• Return to User Guide Overview