Enter Data Source Information Fields
This section details each of the fields that are available when Setting Up External Data Sources in the Create Import Data Source page. It details what you can enter for each field, and provides examples of the data you should enter when allocating funds.
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- Source Name (Mandatory): Enter a name for the external data source.
- Use default XSD and XSL: Select the intervention you want to allocate funds to from the drop-down menu.
- XSD: Select the PO number for the intervention from the drop-down menu.
- XSL: Enter the amount of funds you want to allocate to the intervention.
- Deactivate Beneficiaries: Add a description to help identify the intervention or to make notes about the funds you are allocating to the intervention.
- Process new beneficiaries:
- Process beneficiaries with changes:
- Create dummy members:
- Household name unique in office:
- Make head of household a principal:
- Allow change of principal recipient:
- Export HH's with no data source:
- Default document type:
- Beneficiary Type (Mandatory):
Type Description IDP Returnee Refugee Resident - Beneficiary Unique Field (Mandatory):
- Parent xml source:
- Import fields:
Examples
In this example, we set up a data source that will be imported using an XML file.
|
Field |
Value |
Notes |
|---|---|---|
| Source Name | ||
| Use default XSD and XSL | ||
| XSD | ||
| XSL | ||
|
Deactivate Beneficiaries |
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Process new beneficiaries |
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Process beneficiaries with changes |
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Create dummy members |
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|
Household name unique in office |
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|
Make head of household a principal |
|
|
|
Allow change of principal recipient |
|
|
|
Export HH's with no data source |
|
|
|
Default document type |
|
|
|
Beneficiary type |
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Beneficiary Unique Field |
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Parent xml source |
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| Import fields |