In the Assurance Monitoring System (AMS), a "Source" is an essential attribute for Debriefs and Tasks. It helps in organising and generating reports based on the origin of these entries. This guide walks you through the process of adding a new Source within the AMS interface.

Step-by-Step Guide

  Navigate to the Manage Sources Page

• Start by logging into the AMS with your credentials.
• From the dashboard, locate the Source section on the left-hand menu.
• Click on Source to expand the submenu, then select Manage Sources.

Access the Add Source Interface

• On the Manage Sources page, you'll see a list of all existing sources.
• Click on the green + Add Source button located at the top of the page. This will open the "Add New Source" form.

   Enter Source Details

• In the "Add New Source" form, you need to input the following details:
• Source Name: Type the name of the new source you want to add. For example, "Policy Review."
• Parent Source: If this source is a sub-source of an existing one, select the parent source from the dropdown menu. If it is a top-level source, leave this field blank.

•  You can expand the parent source list by clicking the arrows next to the existing sources to see any sub-sources they may have.

  Submit the New Source

•  Once you've entered the necessary details, click the green Submit button to save the new source.
•  A confirmation message "New source added successfully" will appear in the top-right corner of the screen.

   Verify the New Source

• The newly added source should now appear in the list of existing sources on the Manage Sources page.
•  If it was a top-level source, it will appear at the bottom of the list. If it was a sub-source, it will be nested under the selected parent source.

Additional Information

Editing or Deleting a Source:

• You can edit or delete existing sources by using the action buttons (edit pencil and delete trash can icons) next to each source in the list.

Sub-Sources:

• If you need to organize your sources further, you can follow the steps above to create sub-sources under any existing source, allowing for a more granular classification of Debriefs and Tasks.

By following these steps, you can easily manage and categorize sources within the AMS, ensuring accurate reporting and efficient data organization.