First-time admin setup
Create the organization, invite core users, and confirm role access before teams start work.
Tutorials
Experience what is possible with ComMicPlan through a curated series of tutorials.
Setup workflow6 steps
Getting started with the platform
Follow the full setup path from account registration through organization, project, form, user, and assignment work.
Open tutorial
Projects3 steps
Creating your first project
Create a project inside the organization, connect forms, and prepare the workspace for field activity.
Open tutorial
FormsComplete guide
Create your first form
Create forms from scratch or XLSForm, then build a complete questionnaire with data types, options, logic, constraints, groups, repeats, cloning, preview, validation, and save.
Open tutorial
Microplanning7-step guide
Microplanning: areas, assignments, and tracking
Enable microplanning, create or import geographic areas, assign field users, manage boundaries, and monitor progress from the overview dashboard.
Open tutorialDocumentation
Find answers and information so you can complete your projects.
Videos
Short resource videos for setup, forms, mobile collection, and data review.
Organization create
Create an organization and prepare it for projects, users, and training workflows.
Project create
Create a project, connect it to an organization, and prepare the workspace.
Project assign
Assign project access so team members can work with the right project materials.
User create
Create users and prepare account access for your ComMicPlan resources workflow.
Setup guide
Simple setup references for admins, managers, and field teams.
Organization setup
Add organization details, select the active workspace, and review account limits.
Project setup
Create a project, assign forms, add members, and prepare collection settings.
Topics
Browse learning areas by the way teams use the platform.
Platform basics
Navigation, workspace concepts, organizations, projects, forms, and respondent records.
Project workflows
Create projects, assign users, manage forms, and review project-level activity.
Forms and data
Build forms and questions, collect submissions, review data quality, and export reports.
Admin operations
Organization setup, user invitation, role management, mobile setup, and troubleshooting.