The Project Coordination Learning Track will guide you through all of the main tools and features of CommCareHQ that will be useful in monitoring and supervising a project.
After learning all of the material covered in this track, you will be eligible to take the Project Coordination Capstone Exercise and become certified in CommCare Project Coordination - for more information see CommCare Certification.
To explore other tracks visit the CommCare Learning Tracks homepage.
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Overview
Is this the right track for me?
This track is appropriate for people who will be monitoring or actively managing a CommCare project. The Project Coordination Learning Track covers all of the major functions of CommCareHQ, other than Application Building. If you are interested in learning about Application Building, check out the Application Building Learning Track.
What will I learn?
You will learn how to use the major functions of CommCareHQ in order to: interpret and use worker monitoring reports; access and interpret data on CommCareHQ; manage web and mobile user accounts, and manage project data.
Am I qualified?
Anyone can go through this learning track to gain full comfort in using CommCareHQ. Before starting, we recommend that you take the short CommCare Fundamentals course on CommCare Academy.
For anyone who intends to attempt certification in Project Coordination, we recommend the following:
- Experience and comfort using a web browser
- Experience using Microsoft Excel or other Office products
- Completion of CommCare Fundamentals
Core Modules
We suggest that the modules should be completed in the order in which they are listed below. We recommend you open links in a separate tab, or download this guide so you can use it for navigation.
Many of these modules do not yet have any associated tutorials. Therefore, we recommend that you practice within a test project space.
IMPORTANT NOTES:
- All of these modules assume that you have Admin access as a CommCareHQ user. If you do not have admin access in your project space, create your own test project space.
- These modules cover all features available in the community and standard software plans. If you do not have a standard software plan, please contact the certification team, or create a new project space. New project spaces have access to the pro software plan for 30 days.
CommCareHQ Basics
This module provides a basic overview of CommCareHQ, including creating and managing a web account, navigating sections of CommCareHQ, using support resources, and configuring project settings. Tutorial Available for This Module You can learn everything in this module by completing the Beginner Tutorial. This module requires completion of: Beginner Tutorial Part 2 - Navigating and Preparing the Application BuilderLearning Objective The learner should be able to: Links Create a CommCareHQ account Beginner Tutorial Part 1 - Setting Up a New Project Space Create a new CommCareHQ project space Beginner Tutorial Part 1 - Setting Up a New Project Space Distinguish between a CommCareHQ account and a CommCareHQ project space CommCare Fundamentals - CommCare Structure Describe each section of CommCareHQ Explain the purpose of the CommCare users forum and how to join Home Access and use the CommCare Help Site Home Report a bug or other technical issues Bug Reports Switch between project spaces Project Space Settings
Web User Management
This module covers the process of managing CommCareHQ web users and roles. This module requires completion of: Note: You must be an Admin of a project space, or have permissions to modify CommCareHQ Web User accounts Learning Objective The learner should be able to: Links to Resources Invite a new web user CommCareHQ Web Users Determine if a web user has accepted an invitation CommCareHQ Web Users Resend or delete an invitation, as appropriate CommCareHQ Web Users Distinguish between the different default roles and explain what each can and cannot do CommCareHQ Web Users Change a web user's role CommCareHQ Web Users [Paid Feature] Create, edit and delete a new web user role CommCareHQ Web Users
Mobile Worker Management
This module covers the skills related to managing mobile user accounts, including creating, updating, and archiving mobile workers and mobile worker groups. This module requires completion of: Learning Objective The learner should be able to: Link to Resources Create and manage a mobile worker account Create and Manage CommCare Mobile Workers Deactivate and reactivate a mobile worker Create and Manage CommCare Mobile Workers Create and edit user fields Custom User Data Create and manage a mobile worker group Mobile Worker Groups [Paid Feature] Create or modify mobile worker accounts using the Bulk Upload feature Create and Manage CommCare Mobile Workers [Paid Feature] Configure mobile worker groups using the Bulk Upload feature Mobile Worker Groups
Worker Monitoring Reports
This module covers interpreting and using worker monitoring reports, as well as configuring saved and scheduled reports. This module requires completion of: Learning Objective The learner should be able to: Link to Resources Distinguish between raw data and worker activity data CommCare Fundamentals - Data in CommCare Understand and be able to apply report filters Report and Export Filters Explain the difference between form completion time and form submission time, and why they could differ Form Completion versus Form Submission and Timezones Interpret and Use the Worker Activity Report Worker Activity Report Interpret and Use the Daily Form Activity Report Worker Monitoring Reports Interpret and Use the Submissions by Form Report Worker Monitoring Reports Interpret and Use the Form Completion Time Report Worker Monitoring Reports Interpret and Use the Case Activity Report Worker Monitoring Reports Interpret and Use the Form Completion vs. Submission Trends Report Worker Monitoring Reports Interpret and Use the Worker Activity Times Report Worker Monitoring Reports Export a Report into Excel Export Worker Monitoring Reports to Excel Save a Report and explain why this is useful Managing Saved and Scheduled Email Reports Schedule an Email Report Managing Saved and Scheduled Email Reports
Project Data Management
This module covers active project data monitoring, including finding submitted forms, auditing case lists, archiving forms, and reassigning cases. This module requires completion of: Learning Objective The learner should be able to: Link to Resources Interpret and use the Submit History Report Submit History Interpret and use the Case List Report Close a case from CommCareHQ Edit and Manage CommCare Data Interpret and use the Application Status Report Manage Deployment Reports Reassign a case Reassign Cases Archive a form Archive Forms [Paid Feature] Create or update cases using Excel Importer Importing Cases Using Excel
CommCare Data
This module provides a detailed exploration of how data is treated in CommCare and how to access and interpret data exports. Topics include: accessing CommCare data, including creating and using exports; configuring daily saved exports; and knowing the various uses for each type of data export. Additionally, common important metadata fields, case and form data, and CommCare data conventions will be covered. This module requires completion of: Learning Objective The learner should be able to: Link to Resources Distinguish between exporting forms and exporting cases Data Export Overview Create and download a form export and case export Create and download a bulk form export Section E: Form Data Export Identify, interpret and use metadata fields Metadata Glossary Understand who can access data within a project space Access and export form contents to Excel for data analysis Export Form Contents
Project Coordination Certification
To get certified in CommCare Project Coordination you must:
- Learn all of the material associated with each of the modules listed on this page. Where available we recommend you complete the tutorials.
- Register for the Project Coordination course on Dimagi Academy and pass the test for each module.
- Successfully complete the Capstone Exercise.
For more information, please see CommCare Certification.
