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Excerpt
Panel
titleCommCareHQ Basics Overview

This module covers the basic use of CommCareHQ including account management, web user permissions, the general sections of CommCareHQ, familiarity with CommCareHQ support resources, and project settings.

Tip
titleTutorial Available for This Module

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

This module requires completion of:

  • CommCare Fundamentals

 

Learning ObjectiveDetailsLinks
Create a CommCareHQ Account

- Signup for CommCareHQ

Beginner Tutorial Part 1 - Setting Up a New Project Space
Create a new CommCare Project Space- Recognize what is allowed in a project space nameBeginner Tutorial Part 1 - Setting Up a New Project Space
Distinguish between a CommCareHQ account and a CommCareHQ project space- Explain the need for a CommCareHQ account in order to create or access a project space
- Recall that one CommCareHQ user can have access to multiple project spaces		 CommCare Fundamentals - CommCare Structure
Describe what can be done in each of the different sections of CommCareHQ (Dashboard, Reports, Data, Users, Applications, Exchange, Project Settings)- Explain what each tab does (excluding CloudCare and Messaging unless relevant to a specific project)Beginner Tutorial Part 2 - Navigating and Preparing the Application Builder
Explain the purpose of the CommCare Users Google group and describe how to join- Demonstrate what types of questions go to CommCare usersAbout CommCare
Explain the types of resources available on the Help Site- Demonstrate examples of finding something on the help site
- Locate the main sections of the help site		About CommCare
Explain what types of problems should be reported to Dimagi and describe the process for reporting bugs or other technical issues- When to report a bug, what type of information to include, etc.Bug Reports
Find the Project Settings page and explain what can be done in the settings section of CommCareHQ- Examples include timezone settings and subscriptionsProject Space Settings
Understand CommCareHQ/web user permissions- Recognize that CommCareHQ users in a project space may have different levels of access CommCareHQ Web Users
Switch between project spaces- Use the project space dropdown menu to change project Project Space Settings