Getting Started
Child Forms
Child forms (previously referred to as sub-forms) are an integral feature of building effective surveys. They allow you to build nested (relational) data structures so that you can maximise the [...]
Coreo Concepts – An overview
Coreo, like any system, has an architecture and a range of associated concepts that you will need to understand at some level.This section is intended to provide details of these elements so that you [...]
Organisations
Key Concepts Organisations represent the top level of the hierarchy in Coreo. When you sign up to Coreo at https://admin.coreo.io/signup and create your free trial account, you will also [...]
Forms
Key Concepts Forms specify what data you can record via your app. Creating a form To create a form, on the dashboard go to the menu. Click the ‘Forms’ Icon. The only information needed [...]
Questions
Key Concepts In Coreo, forms comprise one or more questions. It’s easy to build a form by dragging question blocks into the form builder. There is a wide range of question types you can add in [...]
Question Types
Form Design These blocks help you to build out the structure of your form e.g. adding nested forms The Text block The text block is not a question block as such, but a means for you to provide [...]
Projects
Key Concepts While an organisation is your hub in Coreo, it is with projects that the actual work is done. Projects are where you build your surveys using Coreo’s simple no-code tools from of a [...]
Records
Key Concepts Records are data that have been recorded via your project. Records are structured according to the questions in the form they belong to. To enable users to submit [...]
Items
Key Concepts Items are the data that form collections. Items within the same collection will share the same structure. This structure is determined by the collection’s attributes. [...]
Pages
Key Concepts Pages in a Coreo app equate to pages in any other app or website – they are areas in which you can present information and even include reference guides in your projects. Adding a [...]
Collections
Key Concepts Collections are sets of related data that are used within your project. Collections are comprised of one or more individual “items”. The composition of items is [...]
Attributes
Key Concepts Within Coreo attributes essentially define the information an item contains. Examples of Attributes If we take the example of a collection created in a spreadsheet, [...]
Getting Started
Objectives In this tutorial you will: Getting Started Depending on your needs, projects require varying amounts and types of content. For this tutorial we’ve provided the required resources for [...]
Coreo familiarisation
All areas and settings of a project can be accessed via the Coreo sidebar. All elements are grouped under named headers to make them easy to find. Project Under the ‘Project’ header [...]
Create a Coreo account
To get started you will need to sign up for an account on Coreo. If you already have an account, skip this step and move onto Creating Your First Project. Coreo will now send you an email with a [...]
Record Status Settings
Key Concepts The record Status feature allows for the categorisation and management of records. If Status is enabled for a project, each record belonging to that project can be flagged with a [...]
Media
Key Concepts Coreo supports the inclusion of media (images or audio) for use in an app. Media can be used to create visually appealing select lists, to create reference guides and for enhancing other [...]
Creating a reference guide
Reference or ID guides are a great way to extend the usefulness of your projects. They have been designed to help you to provide key reference information to field workers who are responsible for [...]
Testing your project
Install the Coreo app To install and test your new project you will need the Coreo app on your device. If you don’t already have this installed then visit the Apple App Store or the Google Play [...]
Your First Project
For this tutorial, we will be creating a project about Tropical Frogs. You will also be prompted to select the users you wish to add to your project and the role they have (for a more detailed [...]
Welcome to Coreo
Coreo is a unique platform that includes all the tools you need to build and manage location-based data collection projects. Why use Coreo? If you need to create apps to collect location-based data [...]
What’s New?
The UKHab Platform and Coreo Admin Area Update The new Admin Area has just been released! This new update is a substantial overhaul of both the Admin Area and the UKHab & BNG platform. We’ll [...]
Creating a Welcome Page
Pages are core visual components within a Coreo app, enabling you to split your content into discrete sections as needed. Pages are built either by using templates or a WYSIWYG editor. Let’s [...]
Creating a Collection
You’re now going to create a collection for your project. This collection will be used in several places and ways: Most collections are groups of items that belong together logically. [...]
Creating a form
In this final exercise we will add a data collection form to our project, so that we can record location-based data in the field. You’ll now be taken to the Form Builder page A form [...]