After you sign into Snapcap, and create your organisation, you will land on the Dashboard page with a number of menu items down the left.


Here is a short description of each menu option.


Dashboard

This is your default view. It gives you a brief overview of the activity on your organisation. You can see things like the number of captures over the last 12 months, the last active users that have uploaded captures, the last capture forms for which captures have been uploaded etc.

You can also see the packages that are installed on your organisation, as well as get hold of the access links to the data capture app for your own user profile as well as those of any anonymous user profiles that exist on your organisation, if any.




Contexts

Contexts are the building blocks of your organisation. The root context will always be the name of your Organisation that you specified when you signed up. But you can then add subcontexts under the root context, and you can even add subcontexts to subcontexts. Thus, you build out a tree structure to represent your organisation.

   


Here are some examples of what you could use contexts to represent:

  • Departments in your company with different teams in each department.
  • Municipalities in a city, wards in each municipality, and nodes in each ward.
  • Various construction sites, buildings on that construction site, floors in each building.
  • Classrooms in a school.
  • Clinics in a province
  • etc. What ever makes since in your scenario.


Contexts are the foundational blocks you will use to manage your user access, permissions and where data gets captured.

You might wonder why are they called contexts?

By way of explanation, let us imagine a company with 2 departments: Department A and Department B, and let us further imagine you have a capture form called Furniture Audit. When a user starts a new Furniture Audit capture on the capture app, before they start they have to select either Department A or Department B. In other words, they have to select the "context" in which the capture is going to be performed. And hence the name.


You can also publish capture forms to specific contexts only, and grant users access to specific contexts, but you can read more about that in the topic Managing access to Capture Forms.



User Profiles

This is where you manage the users that have access to your organisation on Snapcap. If your plan allows for it, you can add more user profiles, and invite them to use the Snapcap portal and / or send them an access link for the Capture app only. You can also activate and deactivate existing user profiles, as well as manage on which contexts they may submit captures by adding or removing their representations. See the topic, Managing access to Capture Forms.



Capture Definitions

The place to manage your capture forms . I.e. the forms available to your data capturers.  Depending on your plan, you can add new ones, activate / deactivate existing ones, edit them, publish them to specific contexts and manage Excel report templates and other advanced features. 


Captures

This is the place to find the captures that have been uploaded by the capture app. You can see the name of the capture form, the context it was captured against, the version it was captured against, the name of the data capturer, the date and time it was uploaded, and the status. When you click view, you can then see a view of all the fields and values that are part of the capture.

Also see the topic, Working with capture tags


Reports

These are excel reports that you can use to export / download your captured data to. You have a lot of control over the look and feel of your Excel reports as the reports run of templates that you design. These templates are managed from the "Report Templates" tab when you navigate to a specific Capture Form.



Analysis

If Excel reports are not enough for you, here are some advanced data analytics tools. You can visualize your capture data on all sorts of charts, and build dashboards and even export those dashboards to PDF. We leverage the Kibana and Elasticsearch platforms, which are industry leading technologies. See the topic, Analysing your capture data.



Support

Well, this is of course the place to go when you are struggling with something or experiencing problems. Drop us a support ticket. We will get back to you as soon as psossible.