Basic
On this page you will find instructions on how to change the Basic settings of a data collection.
The Basic tab allows you to change general information that you have entered while creating the data collection.
Name | Description | Example |
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Name (mandatory) | Name of the data collection | Countries |
Singular Name (mandatory) | Singular name of the data collection. Used as a title in the submissions dialogues as well as the “Add Buttons” in the views Dashboard and Data (e.g. add country) | Country |
Description | Description of the data collection | List of all countries of implementation |
Icon | Representative icon for the data collection | “Public” |
Category | Assigned category of the data collection (How to add data collection categories) | Structure |
Unit | Unit selected for a data collection that is used for configurating permission profiles | System |
Status (mandatory) | Dropdown of the status of the data collection | Active |
→ Draft (default) | Preliminary version with no submissions possible |
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→ Active | Active for collecting data |
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→ Inactive | Inactive for collecting data and already existing submissions cannot be accessed |
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→ Finished | Inactive for collectiong data |
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→ Closed | Inactive and submissions to the data collection are archived |
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Update Frequency | Frequency of the updates (none, daily, weekly, monthly, quarterly, semi-annually, annually, custom (days)) | semi-annually, 45 days |
Frequency Date | Start date for calculation if Update Frequency is selected | 1.06.2021 |
Frequency buffer | This buffer determines the number of days that you can add a submission before the expected update date and trigger the refresh of the date. | 5 |
Responsible for reporting | Dropdown of all users in the MIS to be assigned responsible for adding submissions to this data collection. You can add multiple users. | mainlevel |
Responsible for approvals | Dropdown of all users in the MIS to be assigned responsible for approving submissions to this data collection (when approval workflow is in place). You can add multiple users. | mainlevel |
Submissions deletable | Choose whether submissions can be also deleted in addition to just archived. |
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