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In the chat…

What is your favorite space object or space fact?

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🎡 Water No Get Enemy - Fela Kuti

Welcome back

we will start soon!

Insiders call #10

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πŸ’Ž Collect settings you should know about

πŸ’¬ Discussion: How do you configure and provision devices?

πŸš€ Product updates

πŸ”₯ After hours

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Agenda

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πŸ’Ž

Collect settings

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  • Settings are helpful to limit options so users follow a specific workflow
  • We will review five scenarios
    • Disable drafts
    • Prevent navigating backwards
    • Set an admin password
    • Show guidance hints
    • Show an emoji or color for project settings

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Using settings

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Why

  • Only want data to be captured when the data collector is physically with subject

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How

  • Access control > Main Menu Settings + Form Entry Settings

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Disable drafts

Draft button, save as draft options

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Why

  • Strict workflow
  • Don’t want users to view/change already answered questions

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How

  • Form Entry Settings
  • Note: additional restrictions

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Prevent navigating backwards

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Why

  • Guarantee consistent settings
  • Simplify the user experience

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How

  • Set admin password

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Set an admin password

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Why

  • Add additional information useful in training or as a refresher

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How

  • Form management > Show guidance for questions
  • Add guidance_hint column to XLSForm

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Show guidance hints

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Why

  • Easier to recognize for users with multiple projects

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How

  • Project Display Settings: Project Icon > Settings > Project Display

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Show emoji or color

in project settings

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πŸ› οΈ

Setting up devices

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Why

  • Easy way to copy settings

How

  • Reconfigure with QR code in Project Management settings and tap QR Code to display the Project's settings QR code
  • Scan with another device to add a new Project
  • Note: includes same App User

Share settings to another device

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Why

  • Complete control and dynamism

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How

  • Docs link
  • pyodk script to create App Users + codes with settings

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Generate your own QR codes

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πŸ€–

MDM demo

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  • Central user interface for Collect configuration
    • Collect pulls settings from Central and stays in sync
  • More docs and sample QRs with different configurations
  • Separate settings from user/authentication for QR codes in some way

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Future ideas

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πŸš€

Product updates

Central, Collect, Web Forms

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Central

2024.3.2 release πŸš€

  • Portuguese translations & Enketo fix

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Now

  • Navigation and draft redesign
  • Info cards
  • β€œWhat’s new” modals

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Collect

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2025.1 release πŸš€

  • Geo questions with map now start with the last used zoom level
  • Entity performance
  • Summary view performance
  • Logging to get more information about crashes.

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Now

  • Edit submissions on device

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Web Forms

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Now

  • Added default geopoint πŸš€
  • Foundations for edits
  • Date question type

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Next

  • Opt-in from Central
  • Customize the theme

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  • Share resources in the summary post
  • Next call is on April 2nd
  • Future calls
    • What would you like to know more about?
    • Anyone interested in doing a lightning talk?

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Next steps

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  • Guide on helping data collectors take the right action after form entry

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  • Docs on settings QR codes

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  • Docs on individual settings

Learn more