[Learning Module] CommCareHQ Basics

This module provides a basic overview of CommCareHQ, including creating and managing a web account, navigating sections of CommCareHQ, using support resources, and configuring project settings.

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 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 tasks can be completed in each of the main sections (also CloudCare and Messaging only if relevant to project)

Beginner Tutorial Part 2 - Navigating and Preparing the Application Builder

Project Settings

Explain the purpose of the CommCare users forum and how to join

• Explain the purpose of the CommCare users forum

• Understand and provide examples of the types of questions 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.

Submit a Support Request

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 Settings