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This module covers the basic use of CommCareHQ, including account management, web user permissions, sections, support resources, and project settings.
This module requires completion of:
| Learning Objective | The 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 main 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 section (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 Google group and how to join | - Explain the purpose of the CommCare users Google group
- Understand and provide examples of the types of questions that are asked to the users group
- 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 |