How to set up Coral Collect in 5 steps to collect data

Coral Collect users want to work with the app for a variety of reasons, but most of them have one thing in common: they want to start collecting data as quickly as possible.

If you are a newly registered user or looking for a simplified guide to using the Coral Collect, then this manual is for you and will answer your questions. It clearly presents the main steps to be taken for a rapid implementation of the solution. Therefore, you will be able to collect your data in the field right now easily and efficiently.

5-step quick start guide

Here are the 5 start-up steps to follow: 

  1. Create a project
  2. Create a form
  3. Invite members
  4. Configure permissions
  5. Download the mobile app

Step 1: Create a project

Creating a project is very easy and takes only a few minutes.

What is a project?

A project is a group of field data. We could illustrate a project as a folder in which we store and keep the records taken in the field.

All the plans offered allow you to create an unlimited number of projects. Therefore, we invite you to create your projects according to your operational context. For example, you can create projects based on:

  • The operation’s type
  • Customer’s name
  • The date of the field operation

Why is it important?

Organizing your data as projects makes it much easier to view and export the data. For each of your projects, you will be able to view the data you have collected on an online map. You will also be able to export this data in different formats to the appropriate directory.

How it works?

1. Log into the dashboard

2. In the vertical menu on the left, select the second icon entitled “Collect”

3. In the Projects section, click the (+) button

4. Enter a name for your project.

5. Click on Save

Click here to create a project

Step 2: Create a form

After creating your project, you will need to create a form. 

What is a form? 

A form is a set of data fields which, when completed, will be automatically associated with a geographic position

All the plans offered allow you to create an unlimited number of forms. You can create forms suited to the types of survey you need to make.

Sample forms are available on your dashboard depending on the industry you selected when you signed up. Use these thematic forms to create your own or modify it to suit your reality.

Why is it important? 

An effective field data collection depends on your form quality. The form builder, very easy to use thanks to its intuitive and user-friendly interface, will allow you to personalize your own forms with a simple manipulation of “drag and drop” style.

How it works?

1. Log into the dashboard

2. In the vertical menu on the left, select the second icon entitled “Collect”

3. In the Forms section, click the (+) button

4. Enter a name for your form

5. Choose a geometry

6. Drag fields and drop them in the gray box, from left to right

7. Edit the label and depending on the fields, add options or units

8. Click on Save, top right

Click here to create a form

Step 3: Invite members to your organization

You can add members to your organization to allow them to collect and share data in real time with you.

What is an organization? 

When you signed up for the Coral Collect, you automatically generated an organization. It is in this organization that your projects and forms will be stored.

Why is it important? 

Only members of your organization will be able to access your projects and forms. It is important to add your team members to your organization so you can work together.

How it works?

1. Log into the dashboard

2. In the vertical menu on the left, select the fifth icon entitled “members”

3. Click the plus (+) button

4. Enter the email address of the member you want to invite

5. Click on invite

Click here to add members

Step 4: Configure permissions

In order to control the level of access for members of your organization, you can grant them permissions.

What is the permission system?

The members of an organization are divided into teams. You determine, for each of the teams, the elements that they can see, modify and delete.

To help you we have previously created 4 teams

Why is it important?

The permissions system ensures that only authorized teams can modify a project or form. Access management also facilitates the work of field users because they only see the projects and forms intended for them.

How it works?

1. Log into the dashboard

2. In the vertical menu on the left, select the sixth icon entitled “Teams”

3. Select one of the teams

4. Select a member to add to this team

5. Assign the appropriate permissions by checking the respective boxes

6. Click on validate Save, top right

Click here to add permissions

Step 5: Download the Coral Collect app

Data collection in the field is made through the mobile application. It is available in iOS and Android versions.

How it works?

  1. Connect to the online application store on your device (Google Play or App Store)
  2. Search for “Coral Collect”
  3. Download the Coral application

Google Play

App Store

You have questions? Write to us and we will get back to you quickly!

Why is our Platform named Coral?

Discover how the name is related to data collection!

To help you understand why we named it the Coral Platform, you have to learn about its original environment. This story begins in 2009 when Guillaume Nepveu is working on different field data collection operations. Most of the operations he is called upon are environmental emergencies. This brought him on the field data management team, on a particular oil spill. The one which occurred due to the infamous Lac-Megantic train derailment, in 2013. During this specific environmental emergency, the need to modernize field data collection mechanisms became prominent.

The need for an efficient solution

Hence, in 2014, Guillaume founded Chaac Technologies, with the purpose to simplify field data collection. He assembled a small team in Montreal, to develop a new application. This application will cater to the need to modernize field data collection processes in environmental emergencies.

The small team had to find a name for their product before they could think of presenting their application prototype to anyone. That name has to meet a few criteria. For instance, it must:

  • Be easy to pronounce in both English and French
  • Have only two syllables
  • Refer to the environment, the organization’s original field of expertise

And so, the Coral name surfaced during a brainstorm, from the imagination of one of the developers exchanging with the founder. After checking online, Coral was not used by any other app in a similar spectrum. That’s how their application was called Coral!

The founder then notified a few stakeholders from the environmental sector. He announced that Chaac Technologies’ team was working on a solution that might interest them. Its purpose is to simplify field data collection.

Only a few days later, a contact from Environment and Climate Change Canada invites him to present the application’s prototype. Arriving at the meeting, he realized that his audience was bigger than he expected. In fact, a complete environmental emergency response team was there to listen to his presentation. The team agreed that this type of application could be useful in field data collection operations.

A first chance

Suddenly, one of the experts present at the meeting raised an opportunity to test the application. As a matter of fact, the spillage of contaminants emerging from a shipwreck was to be observed in the near future. The young entrepreneur immediately jumped on the occasion.  He was confident that his team could make the application prototype functional for their operation.

‘’So began our most intense development blitz! We needed to make the application functional in time, in order to respond to their needs!’’

– Guillaume Nepveu, Chaac Technologies founder and president.

3 months after creating the company, it’s product is being used by a team on a field data collection operation.  Environment and Climate Change Canada’s team was then able to collect and export their data. That’s how they became the application’s first users. To this day, the organization is still using it! In fact, data from their first collection operation was recently integrated to Coral App’s most recent version, upon their request.

Image illustrating that the Coral Platform can be used to collect data off-line with a smartphone or tablet, the data collected can be synced when connection is available, and users can visualise and export it on the dashboard-type web application.

Much more than a data collector

Today, Coral has become much more than a field data collection application. In 2017, Chaac Technologies’ team developed what is now the Coral Platform. The Coral Platform keeps evolving with the purpose to consolidate all technologies required in field operations. It now features:

  • A field data collection application offered on iOS and Android
  • A dashboard-type web application. Allowing users to:
    • Better prepare field operations
    • Visualize data following operations
    • Export data in various formats
  • A web application allowing users to store, visualize and share drone collected data

In conclusion, we can honestly say that the Coral Platform adapts to it’s user’s needs and the tools they use. The truth is it is still evolving, as a coral ecosystem expands. Also, in the very near future, the Coral Platform will have a new web application feature. One which will allow users to access virtual reality training modules. To better train their workforce, user will be able to:

  • Share specific VR training with selected team members
  • Follow their participant’s progress

We invite you to start using the Coral Platform for free today!