CommCareHQ 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.
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 Objective | Details | Links |
|---|---|---|
| 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 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 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 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, 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 subscriptions | Project Space Settings |
| 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 |