# Unified Approach (Not for publish)

### Introduction

This section will help you load master data into the DIGIT CRS (Citizen Complaint Resolution System) using a simple step-by-step process. You will use Jupyter Notebook to download Excel templates, fill in your data, and upload them to the system.

What you will do:

1. Log in to the CRS  (via Jupyter Notebook)
2. Upload Tenant (City/ULB) information
3. Upload Boundary (Zone/Ward/Block) information
4. Upload Departments and Complaint Types
5. Upload Employee information

***

### Pre-requisites

Make sure the following are setup and available before starting:

<table><thead><tr><th width="204.35546875">Item</th><th>Description</th></tr></thead><tbody><tr><td>Computer</td><td>Windows, Mac, or Linux</td></tr><tr><td>Internet</td><td>Stable internet connection</td></tr><tr><td>Browser</td><td>Chrome, Firefox, or Edge</td></tr><tr><td>Credentials</td><td>Admin username and password (ask your IT team)</td></tr><tr><td>Gateway URL</td><td>Your CRS domain URL (ask your IT team)</td></tr></tbody></table>

## Steps

{% stepper %}
{% step %}

#### Open Jupyter Notebook

Your IT team should have already installed the Jupyter Notebook on your computer.

Open your browser and go to: `http://localhost:8888/tree`

![](/files/w8id9DVAjI1F5HE403XQ)
{% endstep %}

{% step %}

### Access the Jupyter home screen

The Jupyter home screen will be visible.

<div align="left"><figure><img src="/files/xSM5cj8BiDzqKQ54vvnK" alt="" width="375"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Open Data Loader

Navigate to Citizen-Complaint-Resolution-System/utilities/crs\_dataloader and open DataLoader.ipynb

<div align="left"><figure><img src="/files/MhnGIFk750pslb5U1dzh" alt="" width="375"><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Use the Notebook

The notebook opens multiple sections (called "cells")

![](/files/mvzMv52jN1bMTjsfWPVz)

[Refer here ](#using-notebook)to learn how to use this notebook.
{% endstep %}
{% endstepper %}

## Using Notebook

#### Understanding Cells

The notebook has many boxes called "cells". Each cell does one task.

#### Running a Cell

To run a cell:

1. Click on the cell
2. Press Shift + Enter on your keyboard

OR

Click the "Run" button in the toolbar

![](/files/uWzhwoli2goRUxGPHi7x)

You can download the required Excel templates from this section. These templates are used for uploading master data in different phases of the CRS setup from jupyter notebook.

![](/files/aehBTd0bqit1CtWpZk2m)

**Excel Templates**

All four phases of data loading are completed using this notebook. Each phase requires an Excel template:

| Phase   | Data                          | Template                                                                                                                                   |
| ------- | ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------ |
| Phase 1 | Tenant & Branding             | [Download template](https://docs.google.com/spreadsheets/d/1V9_DkR0WKm7CtZ4Rfcy-3yNtaPj5zL7VKXXvGjXquWs/edit?usp=sharing) or from notebook |
| Phase 2 | Boundary                      | Auto-generated based on hierarchy configuration                                                                                            |
| Phase 3 | Departments & Complaint Types | [Download template](https://docs.google.com/spreadsheets/d/1CQOSxJZBi3LJ8PUrJW3mkiEHTmGDp-F8ZPw4ShvRBUA/edit?gid=0#gid=0) or from notebook |
| Phase 4 | Employee                      | Auto-generated based on MDMS configuration                                                                                                 |

{% hint style="info" %}
**NOTE:** Phase 2 and Phase 4 templates are dynamically generated by the notebook to include dropdowns and values specific to your tenant setup.
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.digit.org/complaints-management/complaints-resolution-v2.10/deploy/setup/production-setup/deploy-complaints-management/unified-approach-not-for-publish.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.