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Using the Local Partner Portal for data collection

Content

This article will discuss the following topics:

  • What is the Local Partner Portal?

  • Data collection

  • Dashboard overview

  • Polygon validity

  • Inviting data collectors

  • Managing your data collectors

  • Viewing your farmer data

  • Bulk action on data: Exporting, removing and recollecting

  • Recollection

What is the Local Partner Portal?

The Local Partner Portal is a platform designed to support Acorn's local partners in data collection and management. It has three main components:

  1. Data Collection

  2. Data Management

  3. EUDR Deforestation Scan

The portal helps you manage various aspects of the project, from data collection to farmer payouts. Use the Data Collection Platform for information on data gathering, and the Data Management Platform for insights into deforestation checks, CRU generation, and payouts.

If you're concerned about compliance with the European Union Deforestation Ruling, you can use the EUDR Scan to get a rough indication of your polygon statuses. Note that this scan is just for guidance and is not a binding evaluation.

Data collection overview

After selecting Data collection, you will be redirected to a platform where you can:

  • View polygon visuals in the Dashboard to help with quality checks.

  • Manage data collectors through the Data collector overview, where you can invite new collectors, disable accounts, and view statistics.

  • Manage farm data in the Farm overview, which provides all farm data and allows you to take bulk actions like exporting, re-assigning, or recollecting farmer profiles.

  • Monitor plots in the Plot overview, similar to the Farm overview but focused on plot-level data. You can also resolve any warnings from this view.

Dashboard overview

The dashboard provides visual representations of your polygons to help with quality checks. It includes:

  • Data statistics: At the top of the page, you can see project statistics, including the number of collected farms, farmers needing action, farms ready for enrolment, and enrolled farms. The total number of collected farms is the sum of all other statistics and serves as an indicator of your onboarding progress.

  • Filtering options: You can filter by farmers or data collectors to focus on specific data sets. Since data collectors often influence data quality, consider evaluating polygon quality on a per-collector basis.

  • Color-coding: Polygons are color-coded based on their status and validity, making it easier to identify issues. More on this in the next section.

Tip: Select a plot to be redirected to the respective data collector or farm profile.

Polygon validity

On the dashboard, a legend explains the meaning of different polygon colors to help you verify data:

  • Green: The polygon is technically valid and passes three basic checks: no overlap, no intersecting lines, and larger than 0.1 hectares. However, this does not guarantee high quality, so the local partner must still check.

  • Blue: The plot is being recollected and is currently stored on the data collector’s device. It cannot be edited by the local partner.

  • Yellow: A warning indicating potential issues like GPS inaccuracies or building overlaps. These are just suggestions and can be ignored if not relevant.

  • Red: The polygon is invalid, usually due to overlap. Recollect the profile to fix it.

  • White: The profile has been enrolled in the Acorn platform and can now start generating CRUs. For more details on CRU generation, visit the Data Management Portal.

Inviting data collectors

Data collectors are essential for your data collection efforts. To invite a data collector:

  1. Click "Invite data collector" in the top right corner.

  2. Enter their first name, last name, email, and phone number (optional).

  3. If needed, you can invite multiple collectors at once.

  4. Click "Invite data collector".

Managing data collectors

In the Data collection overview, you can take actions on data collector profiles:

  • Disable access: If a data collector is no longer working with you, revoke their access to ensure data privacy. Once revoked, they will not be able to access the DCT app or farmer data.

  • Enable access: You can re-enable access if needed, allowing the collector to log in again.

  • Resend invitation: If a data collector hasn’t received their invitation email, it may be in their spam folder, or there may be an error in the email address. You can resend the invitation from the overview.

Click the three dots next to a data collector's name to see which actions you can take.

Viewing farmer data

From the Farmer overview, you can track the progress of farmer profiles and resolve issues. Selecting a profile takes you to detailed farm and plot information. The overview includes four quick filters:

  1. Needs action: Profiles with outstanding issues, such as plot or farmer information errors (e.g., issues with the Participant Agreement or polygon validity).

  2. Collecting: Profiles that have been sent back to the data collector and are stored on their device.

  3. Ready for enrolment: Profiles with no pending actions that need a final data quality check.

  4. Enrolled: Profiles that are fully enrolled and can start generating CRUs.

Filtering data

To better assist in going through the process of checking your data, filters have been added to the overview.

Tip: Filtering on date can help with data quality checks.

Exporting, removing and recollecting multiple farmer profiles at the same time

Bulk actions allow you to perform tasks on multiple farmer profiles at the same time, rather than handling each one individually. To take bulk actions on farmer profiles:

  • Select profiles by clicking the checkbox next to the "Name" column.

  • Optional: Deselect any profiles you don’t want to include.

  • You can select all profiles across multiple pages by clicking "Select all ... farmers."

From there, you can perform these bulk actions:

  • Export farmer data: Export selected farmer data as a CSV or Excel file.

  • Remove profiles: Although not recommended, you can remove multiple profiles if they are falsified or unusable. Warning: Removed profiles cannot be recovered.

  • Recollect profiles: You can recollect or reassign farmer profiles in bulk. To recollect data from a specific region, use the search bar to filter profiles and then select them for bulk recollection.

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