LIVE SURVEILLANCE CONTROL CENTRE
Management overview
One view of every state, assessment, NC and revocation deadline.
Deadline radar 15-day allocation clock
Cases by state
Distribution across active states
Priority follow-ups
Nearest deadlines, sorted by urgency
Non-conformity progress
NC raised vs. NC closed, grouped by state
Daily case allotments
Cases received by agency Allotment Date · Unique ZED IDs · Latest imported records
EXCEL-SYNCED MASTER DATA / READ-ONLY REGISTER
All surveillance records
0 matching cases · All imported Excel fields are available in read-only view; daily Excel uploads control updates.
ASSESSOR DIRECTORY / EXCEL-SYNCED ASSIGNMENTS
Assessor List
Unique Desktop Assessor ID · Profiles are separate from the main surveillance register.
Names and IDs are synced from every daily state import; add working areas and identity information manually. Assessor names and IDs come from Excel; manually maintained profile details can still be completed here.
| Assessor Name | Desktop Assessor ID | Working Areas (manual) | Districts from Excel | Address | PIN Code | ID Type | Cases Assigned | Actions |
|---|
How assessor records are synced
Daily Excel imports automatically discover assessors by DesktopAssessorId. Existing manually entered working areas, addresses, PIN codes and identity references remain unchanged. Assessor case assignments are controlled only by the latest uploaded Excel. Editing or allocating cases manually is disabled. Profile address, working areas and ID details are managed separately.
DATA SYNC / DEDUPLICATION
Daily Excel imports
Upload each state's latest sheet. Records are updated using ZED ID, without duplicate cases.
Bulk Excel import
Upload multiple state files in one batch · Under 35 MB per file
Select multiple state Excel files
Drag files here or click to browse · Ctrl / Shift to select multiple files
For multiple states, keep Auto-detect selected. A manually chosen state is applied to EVERY file in the batch. Files are processed in the displayed order; when the same ZED ID occurs in multiple files, the last successfully imported file wins. Use the ↑ and ↓ buttons to adjust order.
How daily sync works
One master record per ZED ID
Choose multiple Excel files from different states in a single selection.
The CRM finds state and district values in the file and refreshes the filters.
Files run one by one, with a result for each. New IDs are inserted and matching IDs updated.
If one file fails validation, other selected files continue importing. Review the batch summary.
DesktopAssessor and DesktopAssessorId from Excel automatically populate Assessor List. Every imported case follows the latest Desktop Assessor ID from Excel. Previous manual case allocations are retired during this update.
Cases missing from a later Excel report are not deleted automatically. This prevents accidental loss. To change a case, correct its source Excel file and reimport it. Records are never deleted automatically.
Import history
What was added, updated, or skipped on each upload
| Imported on | File | State | New | Updated | Unchanged | Duplicates in file |
|---|
REPORTING / ACTIONABLE ANALYTICS
State & NC analytics
Identify bottlenecks and monitor NC closure alongside open deadlines.
Assessment pipeline
Case count by current stage
NC closure performance
Raised vs closed across active cases
NC closure by state
Comparative progress chart
State performance summary
Tap a state to open its case records
| State | Total cases | NC raised | NC closed | Closure rate | Open records |
|---|
REPORTING / EXCEL WORKBOOKS
Download Reports
Create professional daily or monthly ZED Bronze surveillance reports with every case field, status, allocation and NC summary.
Report period & filters
Select which date field determines the period.
All districts
Date filtering uses the selected date column of the latest CRM records. Reports show current case status when downloaded; they do not recreate past daily snapshots. Cases without a valid date in that field are excluded from dated reports.
ADMINISTRATION / LOCAL STORAGE
Settings & backup
Manage the 15-day rule, login password and SQLite backups. Case fields are controlled by imports.
Deadline policy
Revocation alert is calculated from the allotment date, for cases still awaiting completion.
Secure LAN access
Every computer connecting to this host must sign in. Change the administrator password here.
Backup your records
Download a full portable SQLite database copy including all records, import logs and manual notes.
Keep backups on a secure drive. To restore, stop the CRM and replace data\zed_crm.sqlite3 with the backup file.
Additional custom field
Create an editable field which appears on every record and is preserved during imports.
Staff login accounts (Admin only)
Create individual staff accounts. Staff can view records, import Excel and download reports, but cannot change the administrator password or access Settings & Backup.
About this CRM
Local Windows host · Multi-computer access on the same trusted Ethernet / Wi-Fi network