Configuring GBVIMS+: A Comprehensive Guide
CONFIGURING GBVIMS+
GBVIMS+ is one room.
CPIMS+ is one room.
MRMIMS+ is one room.
Primero is the foundation.
CONFIGURING GBVIMS+
•
Contact Information
•
Modules
•
Program
•
User Groups
•
Roles
•
Agency
•
Users
•
Forms
CONFIGURING GBVIMS+
CONFIGURING GBVIMS+
•
The
Users
are the individuals using GBVIMS+ who each have a unique
username and password.
•
Their
Role
sets the actions they can and cannot perform - write,
export, flag, import, etc. and the data they can see - their own, their
group or all.
•
Their
User Group
creates teams of users who can share information.
However, what the users in this group can see is governed by the data
set in the role.
Each of the above elements is created or edited from the
Settings
function.
•
User Groups
are teams of users
•
Typically set by site
USER GROUPS
ROLES AND USERS
•
The
Users
are the individuals using GBVIMS+ who each have a unique
username and password.
•
Their
Role
sets the actions they can and cannot perform - write, export, flag,
import, etc. and the data they can see - their own, their group or all.
•
Roles are created to determine what actions someone with that title can
perform in the system.
•
Each user must have a role, but not all roles must be assigned to a user. Some
may sit in the system for future use.
ROLES AND USERS – EXAMPLE A
Data Collector / Service Provider
Data Entry
Oversight / Casework Supervisor
Program Coordinator
Senior Management
Focal Point
Farah
Fatima
Sara
Maya
Mohammed
Sophia
SYSTEM FUNCTIONS
•
Read (cases, incidents)
•
Write(cases, incidents)
•
Flag
•
Assign
•
Refer and Transfer
•
Import
•
Export
SNAPSHOTS OF ROLES:
DATA COLLECTOR/SERVICE PROVIDER
•
Access
: only their records (incidents and cases)
•
Permissions
:
•
Incidents and Cases: Read, Write, Flag, Import
[Refer and Transfer for cases only], override
consent
SNAPSHOTS OF ROLES:
DATA ENTRY
•
Access
: only their records (incidents and cases)
•
Permissions
:
•
Incidents and Cases: Read, Write, Flag, Assign
Cases, Import
[Refer and Transfer for cases only]
SNAPSHOT OF ROLES:
OVERSIGHT / CASEWORK SUPERVISOR
•
Access
: records of users in their group (incidents
and cases)
•
Permissions
:
•
Incidents and Cases: Read, Flag, Assign Cases,
Import, Export JSON, [Refer and Transfer for
cases only]
•
Read and Write Reports
SNAPSHOTS OF ROLES:
ORGANIZATIONAL PROGRAM
COORDINATOR
•
Access
: all records (not individual level)
•
Permissions
:
•
Incidents and Cases: Read, Flag, Import
•
Users: Read, Export, Import, Assign
•
Read and Write Reports
SNAPSHOTS OF ROLES:
ORGANIZATIONAL FOCAL POINT
•
Access
: all records*
•
Permissions
:
•
Incidents and Cases: Read, Flag, Export (xls
and JSON, IR), Import, Assign, [Refer and
Transfer for cases only]
•
Roles: Read, Export, Import, Assign
•
Users: Read, Export, Import, Assign
•
Read and Write Reports
1.
Contact Information
2.
Modules
3.
Program
4.
Agency
5.
User Groups
6.
Roles
7.
Users
ORDER OF CONFIGURATION
This is about configuring, or customizing, the GBVIMS+ to your setting.
Going back to our house metaphor from the first video in this series:
The rooms are the different modules in the system – all in the Primero house.
The configuration are the ways we make each room unique. How we design each room. This is the configuration. We need to specifically design each room according to the module and the setting. Configurations are important because it means we have a way to design the room and to save that design.
GBVIMS+ is a software solution designed for managing and tracking Gender-Based Violence data. This guide covers the setup, user groups, roles, system functions, and examples of roles and users within GBVIMS+. Learn how to configure and manage user access, permissions, and teams effectively. Understand the importance of roles and users in controlling system actions and data visibility. Explore snapshots of roles like Data Collectors/Service Providers and Data Entry users to see access levels and permissions in detail.
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Presentation Transcript
CONFIGURING GBVIMS+ GBVIMS+ is one room. CPIMS+ is one room. MRMIMS+ is one room. Primero is the foundation.
CONFIGURING GBVIMS+ Contact Information Modules Program User Groups Roles Agency Users Forms
CONFIGURING GBVIMS+ The Users are the individuals using GBVIMS+ who each have a unique username and password. Their Role sets the actions they can and cannot perform - write, export, flag, import, etc. and the data they can see - their own, their group or all. Their User Group creates teams of users who can share information. However, what the users in this group can see is governed by the data set in the role. Each of the above elements is created or edited from the Settings function.
USER GROUPS User Groups are teams of users Typically set by site
ROLES AND USERS The Users are the individuals using GBVIMS+ who each have a unique username and password. Their Role sets the actions they can and cannot perform - write, export, flag, import, etc. and the data they can see - their own, their group or all. Roles are created to determine what actions someone with that title can perform in the system. Each user must have a role, but not all roles must be assigned to a user. Some may sit in the system for future use.
ROLES AND USERS EXAMPLE A Maya Data Collector / Service Provider Sara Data Entry Fatima Oversight / Casework Supervisor Sophia Program Coordinator Farah Senior Management Focal Point Mohammed
SYSTEM FUNCTIONS Read (cases, incidents) Write(cases, incidents) Flag Assign Refer and Transfer Import Export
SNAPSHOTS OF ROLES: DATA COLLECTOR/SERVICE PROVIDER Access: only their records (incidents and cases) Permissions: Incidents and Cases: Read, Write, Flag, Import [Refer and Transfer for cases only], override consent
SNAPSHOTS OF ROLES: DATA ENTRY Access: only their records (incidents and cases) Permissions: Incidents and Cases: Read, Write, Flag, Assign Cases, Import [Refer and Transfer for cases only]
SNAPSHOT OF ROLES: OVERSIGHT / CASEWORK SUPERVISOR Access: records of users in their group (incidents and cases) Permissions: Incidents and Cases: Read, Flag, Assign Cases, Import, Export JSON, [Refer and Transfer for cases only] Read and Write Reports
SNAPSHOTS OF ROLES: ORGANIZATIONAL PROGRAM COORDINATOR Access: all records (not individual level) Permissions: Incidents and Cases: Read, Flag, Import Users: Read, Export, Import, Assign Read and Write Reports
SNAPSHOTS OF ROLES: ORGANIZATIONAL FOCAL POINT Access: all records* Permissions: Incidents and Cases: Read, Flag, Export (xls and JSON, IR), Import, Assign, [Refer and Transfer for cases only] Roles: Read, Export, Import, Assign Users: Read, Export, Import, Assign Read and Write Reports
ORDER OF CONFIGURATION 1. Contact Information 2. Modules 3. Program 4. Agency 5. User Groups 6. Roles 7. Users
