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

Name

Description

Example

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

 

→ Active

Active for collecting data

 

→ Inactive

Inactive for collecting data and already existing submissions cannot be accessed

 

→ Finished

Inactive for collectiong data

 

→ Closed

Inactive and submissions to the data collection are archived

 

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.