Improve local census documentation

This commit is contained in:
taitus
2024-10-01 09:45:12 +02:00
parent 3b41a6610f
commit f5f4eefc58
8 changed files with 32 additions and 42 deletions

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* [GraphQL](graphql.md)
* [Recommendations](recommendations.md)
* [Configure Census Connection](census_configuration.md)
* [Local Census](local_census.md)
* [Local census](local_census.md)

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# Local Census
# Local census
To provide to administrator users a way to manage the local census database through the administration panel **Settings > Manage local census**. Currently the only way to manipulate this table records is through the rails console.
This feature is designed for installations with limited resources that cannot configure and customize their census connection remotely, so we offer them a solution to use a local census instead. For this purpose, administrators are provided with a way to manage the local census database through the administration panel under **Settings > Local census**.
Allow administrators users to manage this table in two different ways:
## Managing the local census
- **Manually**: one by one through a CRUD interface.
- **Automatically**: through an importation process.
Administrators can manage this census in two different ways:
## Manually
* **Manually**: adding one citizen at a time through a form.
* **Automatically**: through an importation process.
Provide a way to manage local census records to administrator users through administration interface.
### Manually
- Local Census Page
![Manage local census](../../img/local_census/manage-local-census-en.png)
Administrators can create a record by clicking the _Create new local census record_ button, which appears in the top right corner of the page. This will take us to a new page where we can fill in the following form and create the new record:
- Add new record
![Create local census record](../../img/local_census/add-local-census-record-en.png)
![Form to create a record by filling in the document type, document number, date of birth and postal code](../../img/local_census/add-local-census-record-en.png)
Features:
### Automatically
1. Search by document_number: As local_census_records could contain a lot of records we have added a search feature to allow administrators to find existing records by document_number.
1. Avoid the introduction of duplicated records: A model validation has been added to the following attributes pair [:document_number, :document_type]
Administrators can import multiple records through a CSV file by clicking the _Import CSV_ button, which appears in the top right corner of the page. This will take us to a new page where we can attach a CSV file to create the new records:
## Automatically
![Page to import new records via csv](../../img/local_census/add-local-census-records-csv-en.png)
Allow administrator users to import local census records though CSV file.
## Features
- Local Census Page
![Manage local census csv](../../img/local_census/manage-local-census-csv-en.png)
* Search by document number: Since the local census could contain a lot of records, we have added a search feature to allow administrators to find existing records by document number.
- Import CSV
![Create local census records csv](../../img/local_census/add-local-census-records-csv-en.png)
* Avoid the introduction of duplicated records: A model validation has been added that does not allow adding records that share the same _number_ and _type_ of document.