CommCareHQ Basics Overview

This module provides a basic overview of CommCareHQ, including creating and managing a web account, navigating sections of CommCareHQ, using support resources, and configuring project settings.

Tutorial Available for This Module

You can learn everything in this module by completing the Beginner Tutorial.

This module requires completion of:

  • CommCare Fundamentals

 

Learning ObjectiveThe learner should be able to:Links
Create a CommCareHQ account
  • Complete the sign up process for CommCareHQ
  • Login to account
Beginner Tutorial Part 1 - Setting Up a New Project Space
Create a new CommCareHQ project space
  • Set up a new project space
  • Recognize what is allowed in a project space name
Beginner Tutorial Part 1 - Setting Up a New Project Space
Distinguish between a CommCareHQ account and a CommCareHQ project space
  • Explain the relationship between a CommCareHQ account and a CommCareHQ project space
  • Recall that CommCareHQ users can have access to multiple project spaces
CommCare Fundamentals - CommCare Structure
Describe each section of CommCareHQ
  • Locate each of the following sections of CommCareHQ: Dashboard, Reports, Data, Users, Applications, Exchange, Project Settings (also CloudCare and Messaging only if relevant to project)
  • Explain what information can be found and what tasks can be completed in each of the main sections (also CloudCare and Messaging only if relevant to project)

Beginner Tutorial Part 2 - Navigating and Preparing the Application Builder

Project Space Settings

Explain the purpose of the CommCare users forum and how to join
  • Explain the purpose of the CommCare users forum
  • Understand and provide examples of the types of questions that are asked to the users forum
  • Feel comfortable answering questions or sharing information when appropriate
  • Describe best practices and basic etiquette when using the users group (e.g. clear subject lines, starting a new thread for a new topic i.e. not using an existing thread to ask an unrelated question, etc.)
Home
Access and use the CommCare Help Site
  • Navigate the home page of the Help Site (menu, shortcuts, search bar)
  • Provide examples of the types of resources available on the Help Site
  • Complete a search for a problem or question they have (i.e. use the search bar to input a topic, select a topic from the auto-filled list or search for their specific topic, understand and select from search results, etc.)
Home
Report a bug or other technical issues
  • Provide examples of problems that should be reported to Dimagi through the "Report an Issue" feature
  • Report a bug or other technical issue within HQ, including knowing where the "Report an Issue" button is located, what type of information to include, how to inform other people, etc.
Bug Reports
Switch between project spaces
  • Use the project space dropdown menu to switch to another project space
  • Understand when to switch to another project space (i.e. under which circumstances to switch)
Project Space Settings
  • No labels