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, 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. 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. 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 “Projects”, then click on the “Projects” link in the menu that will appear

3. Click the (+) button

4. Enter a name for your project.

5. Click on validate (v), top right

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 third icon entitled “Forms” then click on the “Forms” link in the menu that will appear

3. 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 right to left

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

8. Click on validate (v), top right

Click here to create a form

Documentation:

Form builder user guide


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 “Organization” then click on the “Members” link in the menu that will appear

3. Click the plus (+) button

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

5. Click on send invitation (v), top right


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 fifth icon entitled “Organization” then click on the “Teams” link in the menu that will appear

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 (v), top right

Click here to add permissions

Step 5: Download the Coral Collect application

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

Links :

Google Play

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

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