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Participant management
Clear records, relationships and assistance history.
CORE / Features
A practical toolkit built around
programme delivery.
CORE connects the flow of operational data so teams spend less time entering, transferring and correcting information. Shared records, automation and quality controls make programme delivery more efficient and reduce avoidable administrative costs.
Capability map
One model. Many operational capabilities.
Fewer manual steps. Better data. Less rework. The capabilities below help teams deliver services with less time spent on administration, fewer errors and less waste.
Participant & Entity Management
Four-Level Participant Model
Individual, Household, Collective and Facility.
Unique CORE ID
Automatically identify every CORE record.
External Identifiers
Retain identifiers from existing or external systems.
Participant Relationships
Keep relevant entity relationships connected.
Advanced Search & Filters
Find and work with participant records.
Duplicate Detection
Support more reliable identification.
Quick Registration
Create participant records efficiently.
Programme Configuration
03
Programme management
Structured oversight from project to implementation.
Project Management
Maintain donor and contractual project information.
Activity Configuration
Define outputs, targets, geography, team and target population.
Output & Target Management
Connect delivery to quantitative targets.
Flexible Participant Counting
Support counting rules appropriate to programme delivery.
Eligibility & Vulnerability Scoring
Support programme selection processes.
Clone Entities
Clone Activities, Activity Implementations and Forms to avoid rebuilding recurring configurations.
Activity Implementation
02
Activity implementation
Actual delivery documented in context.
Activity Implementation
Document actual programme delivery.
Configuration Inheritance
Reuse relevant Activity metadata.
Status Management
Follow progression from identification through selection, implementation and handover.
Participant Selection
Document which participants progress through delivery stages.
Complex Unique Participant Counting
Distinguish identified, selected and actually reached populations.
Implementation-Specific Forms
Add structured contextual information.
Items Distribution Tracking
Document items distributed where relevant.
Actual vs Target Tracking
Relate implementation to Activity targets.
Implementation History
Retain a connected record of delivery.
Participant Lists & Printing
Work with implementation participant lists.
Assignment & handover
Assign cases and Activity Implementations between colleagues or managers while retaining context.
Forms & Assessments
XLSForm-Based Forms
Use the same form standard as Kobo and ODK.
Reusable Forms
Reuse or clone recurring forms.
Assessments
Capture structured assessment information.
Participant Signature Management
Capture signatures through Kobo or retain an image where appropriate.
Kobo / ODK Interoperability
Build on established field data collection standards.
Customisation
Configurable Entity Fields
Extend relevant entity types with recurring contextual information.
Ad-hoc Fields
Add a field and value to a specific Participant or Activity Implementation.
Layered Customisation
Choose between standard fields, entity extensions, ad-hoc information and Forms according to the need.
Data Quality & Traceability
Validation & verification
Standard formats, entry controls and review improve data quality at source.
Unique IDs & duplicate detection
Identify records consistently and flag potential duplicates before they distort results.
Connected references & history
Link participants, implementations, items and programme context throughout the model.
Timestamped audit trail
Log actions and retain the evidence needed for later Programme, Finance and Supply reviews.
Configurable counting
Use default population counting rules or configure institutional and donor indicator requirements.
Automated reporting
Reuse structured operational data, reducing manual transfers and reporting errors.
Referrals
Referral Management
Create referrals connected to participant context.
Referral Follow-Up
Document progress and outcomes.
Administration & Access
Organisational Structure
Represent departments, sectors, offices, teams, positions and management relationships.
Examples Department · Sectors · Country Offices · Teams · Positions · Managers
Location Management
Maintain reusable structured locations and administrative geography.
Examples Administrative levels · PCodes · GIS references
User Management
Manage platform users.
Role-Based Access Control
Control access according to responsibilities.
Reference Data
Maintain common values.
Organisational Authentication
Support organisational authentication such as OKTA.
Data & Integrations
Bulk Import
Bring existing structured data into CORE.
Structured Data Export
Use CORE data in downstream workflows.
API Integration
Exchange structured information with other systems.
Kobo / ODK
Connect field data collection.
Power BI
Use structured operational data for business intelligence.
DHIS2
Support exchange with wider information ecosystems.
Operational Management
Attachments
Keep supporting files with relevant records.
External Links
Connect records to useful external resources.
Lists, Search & Filters
Navigate operational information efficiently.
Print & Export
Generate attendance and distribution sheets for paper or digital use through Kobo, reducing preparation time and transcription errors.
One principle behind many features.
Structure once → Implement many times → Reuse & connect → Exchange & analyse.
Explore the model