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titleCommCareHQ Basics Overview

This module covers the provides a basic use overview of CommCareHQ, including creating and managing a web account management, web user permissions, the general , navigating sections of CommCareHQ, familiarity with CommCareHQ using support resources, and configuring 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 ObjectiveDetailsThe learner should be able to:Links
Create a CommCareHQ Account- Signup 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
CommCare Project Space
  • 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
need for
  • relationship between a CommCareHQ account
in order to create or access a
  • and a CommCareHQ project space
-
  • Recall that
one
  • CommCareHQ
user
  • users can have access to multiple project spaces
CommCare Fundamentals - CommCare Structure
Describe what can be done in each section of CommCareHQ
  • Locate each of the
different
  • 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
each tab does (excluding
  • tasks can be completed in each of the main sections (also CloudCare and Messaging
unless
  • only if relevant to
a specific
  • project)

Beginner Tutorial Part 2 - Navigating and Preparing the Application Builder

Project Settings

Explain the purpose of the CommCare Users Google group users forum and describe how to join- Demonstrate what
  • Explain the purpose of the CommCare users forum
  • Understand and provide examples of the types of questions
go to CommCare users
About 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
  • 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
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 accessCommCareHQ Web UsersSubmit a Support Request
Switch between project spaces-
  • Use the project space dropdown menu
to change projectProject Space
  • to switch to another project space
  • Understand when to switch to another project space (i.e. under which circumstances to switch)
Project Settings