Create an organization
Create the top-level organization where projects, users, forms, and respondents will live.
Step 01Setup workflow
Training
Platform basics
Navigation, workspace concepts, organizations, projects, forms, and respondent records.
Create a project inside the organization
Add the project name, description, location, and organization so field work has a clear workspace.
Step 02Setup workflow
Create a form and attach it to the project
Build a form from scratch or upload an XLSForm, then connect it to the project.
Step 03Setup workflow
Create user accounts
Add each team member, set their login details, and choose the right role.
Step 04Setup workflow
Assign users to projects and forms
Give field teams access to the project and forms they need before mobile collection starts.
Step 05Setup workflow
Continue training
5 steps
Getting started with the platform
Follow the full setup path from organization creation through project, form, user, and assignment work.
3 steps
Creating your first project
Create a project inside the organization, connect forms, and prepare the workspace for field activity.
4 steps
First-time admin setup
Create users, assign roles, connect project access, and prepare the team to collect data.
Videos
Explore ComMicPlan videos
Watch short videos for setup, forms, mobile collection, and data review.