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Constituencies

This guide explains how to manage constituencies in the Family Navigator application, including accessing the page, creating, editing, deleting, and reordering constituencies.

Accessing Constituencies​

  1. Log in to the Family Navigator application.
  2. Navigate to the "My Data" section from the main menu.
  3. Select "Constituencies" from the submenu.

Constituencies page

Creating a Constituency​

Step 1: Open the Add Constituency Form​

Click the "Add Constituency" button located at the top right of the Constituencies page.

Add Constituency button

Step 2: Fill in the Constituency Details​

The form will open in a sidebar. Fill in the following required fields:

  • Name: Enter a unique name for the constituency (max 50 characters).
  • Abbreviation: Provide a short abbreviation for the constituency (max 20 characters).
  • Definition: Enter a detailed definition or description of the constituency (max 210 characters).

Add Constituency form

Step 3: Submit the Form​

Click the "Add" button to create the constituency. You will see a success message upon completion.

Constituency created successfully

Editing a Constituency​

Step 1: Locate the Constituency​

Find the constituency you want to edit in the constituencies table. You can use the search bar to filter constituencies by name, abbreviation, or definition.

Step 2: Open the Edit Form​

Click the "Edit" button (pencil icon) in the Actions column for the desired constituency.

Edit button in table

Step 3: Modify the Details​

Update any of the fields as needed. You can also toggle the "Is active?" checkbox to activate or deactivate the constituency.

Edit Constituency form

Step 4: Save Changes​

Click the "Update" button to save your changes. A success message will confirm the update.

Deleting a Constituency​

Step 1: Locate the Constituency​

Find the constituency you want to delete in the constituencies table.

Step 2: Initiate Deletion​

Click the "Delete" button (trash icon) in the Actions column for the desired constituency.

Delete button in table

Step 3: Confirm Deletion​

A confirmation modal will appear. Click "Confirm" to permanently delete the constituency.

Delete confirmation modal

Step 4: Deletion Complete​

The constituency will be removed from the list, and you will see a success message.

Reordering Constituencies​

Step 1: Drag and Drop​

To reorder constituencies, click and drag the row by the position number or drag handle. Drop it in the desired position.

Dragging constituency row

Step 2: Confirm Reorder​

The order will be updated automatically, and you will see a success message.

Additional Features​

  • Search: Use the search bar to quickly find constituencies by name, abbreviation, or definition.
  • Status: Constituencies can be active or inactive. Inactive constituencies may have limited functionality.
  • Position: Constituencies are ordered by position, which can be changed via drag and drop.

Troubleshooting​

  • Form Validation Errors: Ensure all required fields are filled and meet the character limits.
  • Duplicate Names: Constituency names must be unique within the account.
  • Permission Issues: Make sure you have the necessary permissions to manage constituencies.