Using the Case management database template

This Webinar is a one-hour session part of the 2022 ActivityInfo Training Webinar Series. These Webinars are ideal for users of ActivityInfo who wish to master various features and aspects of the platform for their daily work in Monitoring and Evaluation data collection activities or information management tasks.

During this session we will work with the Case management database template. We will explore how you can document every stage in the case management process and create customizable databases accessible by selected users. This is a popular database template which can be used to manage case tracking and referrals. We will go through the various capabilities of the template and show how you can adapt it to your requirements. We will also discuss the ActivityInfo Self-managed Server which allows you to get ActivityInfo's capabilities on your own server or cloud account.

In summary, we will discuss:

  • Customizing forms to match the case lifecycle
  • Working with subforms that correspond to various steps of the case management process
  • Advanced permissions and audit log
  • Working with personally-identifying Information
  • The ActivityInfo Self-managed Server

There will also be a Q&A session so make sure you bring your questions to the table.

The Webinar will be in English and there are limited seats available.

Make sure to register in time using the registration form on this page.

Is this Webinar for me?

  • Are you looking for a case management system to track protection, child protection of GBV cases and you need to get started quickly?
  • Do you want to address your questions regarding the case management capabilities of the platform?
  • Do you want to learn more about the Self-managed Server?

Then, join our Webinar!

About the Trainer

Mr. Alexander Bertram, Technical Director of BeDataDriven and founder of ActivityInfo, is a graduate of the American University's School of International Service and started his career in international assistance fifteen years ago working with IOM in Kunduz, Afghanistan and later worked as an Information Management officer with UNICEF in DR Congo. With UNICEF, frustrated with the time required to build data collection systems for each new programme, he worked on the team that developed ActivityInfo, a simplified platform for M&E data collection. In 2010, he left UNICEF to start BeDataDriven and develop ActivityInfo full time. Since then, he has worked with organizations in more than 50 countries to deploy ActivityInfo for monitoring & evaluation.

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