Water App User Guide

Site: water.agipro.dev | App versions: frappe 15.100.1, water 0.0.1 | Updated: 2026-02-24

This guide explains how to use the Water app for intake, field execution, billing, complaints, governance, and reporting.

1. Roles

Record visibility can be scoped by user defaults: Country, Region, District.

2. Workspace Navigation

  1. Login to Desk and open UNICEF Water Operations.
  2. Use top sections for Intake, Field Execution, and Rapid Create.
  3. Use watchlists for pending work and card groups for deep navigation.
Service Delivery
Customer/subscription/service intake, complaints, call center, feedback.
Field Operations
Projects, water points, maintenance, inspections, quality tests.
Billing & Revenue
Bills, payments, instalments, tariffs, payment gateways.
Monitoring & Analytics
KPI, benchmarks, dashboards, analytics events, reports.
Governance & Workflow
Workflow setup, templates, SLA, audit/compliance controls.
Program Delivery
Milestones, risks, changes, establishment/staff/service masters.
Digital Channels
CMS, social queue, website feed, deep links.
Knowledge & Records
Archived docs, filing plan, retention policy, document master.

3. Daily Operations Flow

3.1 Intake

  1. Create or verify Water Customer.
  2. Create Service Request with required data: customer, water_establishment, service_type, request_date, source_channel.
  3. Use workflow actions to move request to review and execution.

3.2 Field Work

  1. Create Maintenance Request with water_point, reported_on, severity.
  2. Track via status: Open, In Progress, Resolved, Closed.
  3. Create Field Inspection and attach evidence for site validation.

3.3 Water Quality

  1. Create Water Quality Test for the related water_point.
  2. Enter lab values. System sets result_status to Passed or Failed.
  3. For failed tests, upload attachment (mandatory).

3.4 Complaints and Calls

  1. Log customer issues in Complaint.
  2. Capture call flow in Call Center Log.
  3. Use watchlists to clear open complaints and pending validations.

4. Workflow Patterns

4.1 Transactional pattern

States:

Draft -> Submitted -> Supervisor Review -> M&E Review -> Approved -> In Progress -> Completed -> Closed (with Rejected and Reopen path).

Main actions: Submit, Assign Review, Send to M&E, Approve, Request Changes, Reject, Start, Complete, Close, Reopen.

4.2 Master/setup pattern

States:

Draft -> Under Review -> Approved with control states Rejected and Inactive.

Main actions: Submit, Approve, Request Changes, Reject, Revise, Deactivate, Reactivate.

4.3 Status-driven records

These are mainly managed by status field and validations rather than workflow action buttons:

5. Key Validation Rules

6. Reports

7. API Endpoints

8. Troubleshooting

  1. Check role assignment and geo defaults.
  2. Check required attachments before close/resolve actions.
  3. Clear cache if workspace or labels are stale.
  4. If permission-hook errors continue, clear app_hooks cache and restart web workers.

Guide URL: /files/UNICEF_Water_Workspace_User_Guide.html