Organization create cover
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ComMicPlan resources

1. Organization create

Created by ComMicPlan resources

Create an organization and prepare it for projects, users, and training workflows.

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ComMicPlan platform

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Project create coverResource video
Project create

Created by ComMicPlan resources

Create a project, connect it to an organization, and prepare the workspace.

ProjectsSetupResource videoComMicPlan resources
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Project assign coverResource video
Project assign

Created by ComMicPlan resources

Assign project access so team members can work with the right project materials.

ProjectsAccessResource videoComMicPlan resources
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User create coverResource video
User create

Created by ComMicPlan resources

Create users and prepare account access for your ComMicPlan resources workflow.

UsersAccessResource videoComMicPlan resources
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Registration fill up coverResource video
Registration fill up

Created by ComMicPlan resources

Fill up a registration form and review the steps needed to complete a respondent registration workflow.

RegistrationFormsResource videoComMicPlan resources
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Registration respondent create coverResource video
Registration respondent create

Created by ComMicPlan resources

Create a respondent registration record and prepare it for data collection and follow-up workflows.

RespondentsRegistrationResource videoComMicPlan resources
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Form creation coverResource video
Form creation

Created by ComMicPlan resources

Create a form and open the builder so the questionnaire can be configured for collection.

FormsBuilderResource videoComMicPlan resources
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Form creation text data type coverResource video
Form creation text data type

Created by ComMicPlan resources

Add and configure a text question in the form builder, then review how it appears for collection.

FormsData typesResource videoComMicPlan resources
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Form builder integer data type coverResource video
Form builder integer data type

Created by ComMicPlan resources

Configure an integer question in the form builder and preview numeric data entry behavior.

FormsData typesResource videoComMicPlan resources
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Decimal data type coverResource video
Decimal data type

Created by ComMicPlan resources

Configure a decimal question in the form builder and preview numeric values with fractions.

FormsData typesResource videoComMicPlan resources
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Date and time data type coverResource video
Date and time data type

Created by ComMicPlan resources

Configure a date and time question in the form builder and preview date-time collection behavior.

FormsData typesResource videoComMicPlan resources
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Time data type coverResource video
Time data type

Created by ComMicPlan resources

Configure a time question in the form builder and preview time-only collection behavior.

FormsData typesResource videoComMicPlan resources
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Geopoint data type coverResource video
Geopoint data type

Created by ComMicPlan resources

Configure a geopoint question in the form builder and preview point location collection.

FormsLocationResource videoComMicPlan resources
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Geoshape data type coverResource video
Geoshape data type

Created by ComMicPlan resources

Configure a geoshape question in the form builder and preview polygon location collection.

FormsLocationResource videoComMicPlan resources
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Geotrace data type coverResource video
Geotrace data type

Created by ComMicPlan resources

Configure a geotrace question in the form builder and preview line location collection.

FormsLocationResource videoComMicPlan resources
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Select one data type coverResource video
Select one data type

Created by ComMicPlan resources

Add a select one question, configure answer options, and preview single-choice collection.

FormsData typesResource videoComMicPlan resources
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Select multiple data type coverResource video
Select multiple data type

Created by ComMicPlan resources

Add a select multiple question, configure answer options, and preview multiple-choice collection.

FormsData typesResource videoComMicPlan resources

Mobile app (CMPCollect)

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Mobile: Log in cover0:42
Mobile: Log in

Created by ComMicPlan resources

Open the CMPCollect mobile app, sign in with a username and password, and land on the Dashboard.

Mobile appGetting started0:42ComMicPlan resources
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Mobile: Dashboard overview cover0:46
Mobile: Dashboard overview

Created by ComMicPlan resources

Tour the CMPCollect Dashboard — form download status, Quick Actions, Recent Activity, and the app bar.

Mobile appDashboard0:46ComMicPlan resources
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Mobile: Bottom navigation bar cover0:36
Mobile: Bottom navigation bar

Created by ComMicPlan resources

Move between Home, Follow-up, Micro-plan, Status, and Settings using the bottom navigation bar.

Mobile appNavigation0:36ComMicPlan resources
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Mobile: Notifications cover0:29
Mobile: Notifications

Created by ComMicPlan resources

Open the notification panel from the app bar and expand a notification to read its full detail.

Mobile appDashboard0:29ComMicPlan resources
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Mobile: Connection status cover0:22
Mobile: Connection status

Created by ComMicPlan resources

Read the online and offline connection indicator in the app bar and understand how it affects syncing.

Mobile appSync0:22ComMicPlan resources
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Mobile: Microplanning path tracking arrow cover0:41
Mobile: Microplanning path tracking arrow

Created by ComMicPlan resources

Use the app bar arrow to turn Microplanning Path Tracking on and off for the active activity.

Mobile appMicroplanning0:41ComMicPlan resources
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Mobile: Profile and logout cover0:11
Mobile: Profile and logout

Created by ComMicPlan resources

Open the profile menu from the app bar and sign out of CMPCollect securely.

Mobile appGetting started0:11ComMicPlan resources
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Mobile: Registration personal information and project cover0:45

Start an Add Registration, fill in the personal information fields, and choose an optional project.

Mobile appRegistration0:45ComMicPlan resources
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Mobile: Registration identity document and NID capture cover3:52

Choose a document type, capture the NID front and back, crop the photos, and auto-fill fields with Extract from NID.

Mobile appRegistration3:52ComMicPlan resources
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Mobile: Follow-up list cover1:23
Mobile: Follow-up list

Created by ComMicPlan resources

Work the Follow-up list by Today, Tomorrow, Next Day, and Missed, and search or sort to find a specific form.

Mobile appFollow-up1:23ComMicPlan resources
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Mobile: Microplanning area and path tracking cover1:56
Mobile: Microplanning area and path tracking

Created by ComMicPlan resources

Open the assigned microplanning area, start and stop path tracking, and use the map controls while tracking.

Mobile appMicroplanning1:56ComMicPlan resources
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Mobile: Status and sync cover0:55
Mobile: Status and sync

Created by ComMicPlan resources

Check pending and synced submissions on the Status page and filter by status and record type.

Mobile appSync0:55ComMicPlan resources
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Mobile: Settings cover1:48
Mobile: Settings

Created by ComMicPlan resources

Tour the Settings tab — User Interface, Maps, Password Reset, Form Management, and Project Management.

Mobile appSettings1:48ComMicPlan resources