Manage Projects
In Fieldata, projects are at the core of data collection and organization. A project is essentially a group of forms created for specific surveys, each with its own structure and permissions. Managing projects efficiently allows for better control, data security, and user access.
If the project is inactive or cascade, then user can’t upload any new form on it and enumerators can’t see the forms of that project in FD application.
Key Features
Project Structure
A project consists of a group of forms related to specific surveys.
Each project operates independently with its own set of data, forms, and permissions.
User Roles & Permissions
Individual projects have specific permissions assigned to users based on their role in that project (Project Manager, Data Collector, etc.).
Permissions ensure that only authorized users can access, modify, or view data related to that project.
Project Categories
Projects can be categorized based on their sector or industry, such as: (Education, Health, Telecom, Banking, NGO, Government, Other).
Categories help define the type of surveys and streamline project organization for easier management.
Project Status
Active Projects: When a project is active, users can upload new forms, and enumerators can view and fill the forms in the FD Collect application.
Inactive/Cascade Projects: If a project is marked as Inactive or Cascade, no new forms can be uploaded, and enumerators won’t have access to its forms in the mobile app. This status is used when a project is on hold or completed.
Create New Project
Navigate to Fieldata Portal
Go to Projects
Go to Create New Project
Fill necessary details
Click Save
Project Properties
Update Project
This feature enables you to update key project information, such as project details and settings. You can also change the project’s status to Active, Inactive, or Cascade, allowing you to control the project’s visibility and lifecycle efficiently.
Assign Users
This section allows you to assign project-level permissions to specific users. You can manage access controls for each user, ensuring they have the appropriate level of access to project resources and tasks. It streamlines collaboration by aligning user roles with project requirements.
ODK Forms
In this section, you'll find a list of ODK forms uploaded to the specific project. It provides options to upload forms in both XLS and XML formats, allowing for easy form management and updates. This feature supports the seamless integration of offline mobile data collection through ODK.
WEB Forms
This section displays a list of all web forms created for the particular project. You have the option to create new web forms and manage existing ones, with full control over form settings and customizations, ensuring adaptability to your project's unique requirements.
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