Managing Projects in Collect¶
Added in version v2021.2.
Starting with Collect v2021.2, Collect can be set up with multiple Projects. Each Project in Collect has its own set of Forms and Settings.
Some examples of scenarios where having more than one project might be useful:
An enumerator working on different data collection efforts across different servers
Multiple enumerators using one device for the same data collection project but with different user accounts on the server
Form designers testing forms on different staging/development servers
Each Project is identified by a name, icon and color. The current Project's information is shown at the top of the Main Menu:
Tapping the Project icon allows you to add, manage, and switch Projects:
Adding a new Project¶
Tap the Project icon on the upper right of the Main Menu screen
Tap Add project
Scan a QR code or tap Manually add project details to set the server for the new project
Warning
If a Project is added with the same URL as an existing one, Collect will warn the user before proceeding. This is to prevent users from accidentally adding the same Project multiple times.
Switching between Projects¶
Tap the Project icon on the upper right of the Main Menu screen
Select the Project you want to switch to
Deleting a Project¶
Tap the Project icon on the upper right of the Main Menu screen
Select the Project you want to delete if it is not already the current Project
Tap Settings and then Project Management
Tap Delete and confirm that you want to delete the Project