How to use List Function

1. Access the List Menu

After logging in to the platform, navigate to Platform and select List to access the List Management page, as shown in figure.

2. Create or Manage a List

On the List Management page, you can perform the following actions:

• Create a New List: Click New List to create a new list.
• Manage an Existing List: Click edit button on existing list to edit its details or add more individuals to the list.

3. Create a New List

After clicking New List, you will need to complete the required fields, including:

• List Name: Enter a name for the list.
• Category: Select the appropriate category for the list.
• List Details: Select the data fields you want to include in your list. Available fields include:
  • Name
  • ID Number
  • Date of Birth
  • Nationality
  • Gender
  • Country
  • Age

Once all required fields have been completed, create to save the list.

4. Manage an Existing List

After selecting an existing list, you can manage the list contents and update the fields used for the list.

4.1. Update List Fields

The List Field section displays the fields currently used in the list. You can add or remove fields as needed, then click Update Field to apply the changes.

4.2. Add an Individual

To add a person individually, click + Add Item. Enter the required information based on the fields configured for the list, then save the entry.

4.3. Bulk Upload

To add multiple individuals at once, click + Bulk Upload.

1. Click Download Template to download the template corresponding to the fields configured for the selected list.
   
2. Fill in the template with the required information for each individual. Ensure that the data follows the template format.
3. Click the file selection field under Select file and choose the completed file.
4. Click Upload to upload the file to the platform.

Important: Make sure to use the template provided by the platform and ensure that the uploaded data matches the configured list fields and template format.

4.4. Search and Manage List Entries

You can use the Search by list content field to find specific entries in the list.

For each entry, you can also:

• Edit: Click the edit icon to modify an existing entry.
• Delete: Click the delete icon to remove an entry from the list.