On this page you will find instructions on how to create a Template for a data collections and all the available questions types.
If you have not yet created a data selection go to Create Data Collection and follow the instructions.
To configure a Template for a data collection
open the settings of a data collection and
click on the Template tab.
3. Choose between (a) creating a new template and (b) use or (c) clone an already existing template via the selection flags. When you use an already existing template for another data collection all changes to the template will affect both data collections.
4. Fill out the futher information and
5. click Create.
Name | Description |
|---|---|
Code (mandatory) | Reference code of the template |
Unit (mandatory) | Unit selected for a data collection that is used for configurating permission profiles. Depending on which unit is choosen here, users will have permission to the template. |
Name (mandatory) | Name of the template |
Description | Description of the template |
Please note that once you have created a new template you can choose to share the template so it can be used in other data collections as well. To do this, go to the Template settings and change the Share Template option from the default Unique to Shared.
After creating a new template, you will get to the Template Editor.
Hover over a section title (e.g. Details) to add or delete elements for this section. Via the Up and Down Arrows you can move sections and their questions. A section represents a tab in the template.
To add a new section, click on the Add Button.
Check your configurations of the template by clicking on Preview Button. Be aware that when displaying the Preview the tamplate is saved.
Adding sections to the template
By default, the template consists of one section, called “Details”. You can change the name of the section, delete the section or add additional sections in the template. Sections organise questions into separate tabs in the data entry form. For instance, it might be relevant to configure general questions in the first tab (i.e. the one that is shown when adding new submissions). By adding more sections, more tabs appear and questions can be organised into these different sections. Adding additonal sections in the template is optional. Without adding additional sections, all questions are set up in the default section.
Find out here how to create a section.
Types of Questions
The MIS tool offers severals questions that each ask for a different type of data:
Name | Description |
|---|---|
The Date Question will ask you to submit a specific date. | |
The Text Questions asks you to submit a text. | |
The Number Question will ask you to submit a number. | |
The Selection Question will ask you to select from a given selection. | |
The File Question will ask you to upload a file. | |
The Geo Question will ask you to submit GPS coordinates. | |
The Photo Question will ask you to upload a photo. In difference to the file question, the Photo Question only allows for image files to be uploaded. Further after the upload a thumbnail is displayed. | |
This feature will be available soon. | |
The Content Element lets you create a content element in the data entry form. It can be used for a title or instructions. |
When you have selected a template element, you need to set up its properties.
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