Unified Approach

The Unified Approach uses a single notebook to complete all four data loading phases in one place, simplifying the setup process for users who prefer an all in one workflow.

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

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Pre-requisites

Make sure the following are setup and available before starting:

Item	Description
Computer	Windows, Mac, or Linux
Internet	Stable internet connection
Browser	Chrome, Firefox, or Edge
Credentials	Admin username and password (ask your IT team)
Gateway URL	Your CRS domain URL (ask your IT team)

Steps

1

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

2

Access the Jupyter home screen

The Jupyter home screen will be visible.

3

Open Data Loader

Navigate to Citizen-Complaint-Resolution-System/utilities/crs_dataloader and open DataLoader.ipynb

4

Use the Notebook

The notebook opens multiple sections (called "cells")

Refer here to learn how to use this notebook.

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

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.

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 or from notebook
Phase 2	Boundary	Auto-generated based on hierarchy configuration
Phase 3	Departments & Complaint Types	Download template or from notebook
Phase 4	Employee	Auto-generated based on MDMS configuration

NOTE: Phase 2 and Phase 4 templates are dynamically generated by the notebook to include dropdowns and values specific to your tenant setup.