Assign and delete countries

In the instructional video below, you can explore the country feature, which enables users to establish, modify, and oversee countries within the system. Each country can be linked to programs, organizations, and contact individuals, facilitating categorization and organizational structuring. Users possessing the necessary permissions can generate fresh countries by inputting fundamental information like name, coordinator(s), and region. The country functionality also encompasses functions such as searching, reporting, associating countries with entities, merging duplicates, and keeping track of changes through audits, ensuring a well-organized and efficient country management system. This video will guide you through the processes of adding, editing, viewing, and deleting countries.

Assign country

To assign a Country to programs, organizations, departments, or contact persons, a user with permission to assign a country, can select a country and choose, via the bulk actions button, an action to be performed. For example, assign a Program to a country. When selecting the option a new window pops up and shows all the programs that are connected to the logged-in user but are not yet connected to the selected country. After selecting a program and pressing save, the country is added to the program. To assign a country to an organization, the user can choose the assign organization option from the bulk actions. Again a new window pops up which shows all the organizations that are connected to the same program as the logged-in user but are not yet connected to the selected country. After selecting an organization and pressing save, the country is added to the organization which is directly visible in the grid.

Delete country

To delete, for example, a program from a country, the user can choose the Delete assigned program option from the bulk actions. Again a new window pops up which shows all the assigned programs. After selecting a program and pressing save, the country is deleted from the program. If you want to delete a country from an organization, for example, the user can choose the delete assigned organization option from the bulk actions. The new window shows all the assigned organizations. After selecting an organization and pressing save, the country is deleted from the organization which is directly visible in the grid.

The process for using the 'assign' and 'delete assign' options for other categories follows the same steps as those demonstrated for 'program' and 'organization'.

See also the article about: add, view, edit and delete country