Coreo familiarisation

To start building your project select the “Configuration” option from the bottom of the “Build Project” panel or project sidebar.

config menu

You should then see a page like that shown below:

config

The Configuration page is where all of the key functionality for building your project is located. Don’t worry if your view of it doesn’t quite match that in the image above. Some of the features will be related to your permissions within the project or to Coreo as a whole.

The Build Project section contains all the key elements you’ll use to construct your project.

In the next section we’ll take you through what each of these elements is used for.

Build Project

Within the Build Project section you will see the following icons:

  • Forms
  • Collections
  • Pages

Let’s take a look at what each of these do.

Forms

The Forms page is where you go to build the actual data collection part/s of your project. Forms are constructed using blocks which are functional elements which you drag and drop into your form and simply configure. This means you don’t need to know any code in order to build your data collection forms.

Forms

Collections

Another critical concept in Coreo is that of collections. These come in two main types – simple lists of things you wish to use in Coreo to populate form fields (e.g. items you want to choose from a drop down list) and content on pages (e.g. a reference guide), or geospatial boundaries.

You can create collections directly in Coreo or import them from external sources such as .csv files.

Pages

This is the tab where you will create the individual pages that you want in your project, such as a welcome page, a reference guide, general info page and so on. Pages are built in one of two ways:

  • Using prebuilt page templates to very rapidly build complex pages like reference guides
  • Using a WYSIWYG editor to build custom pages.

Both of these options make it easy to put pages together without using any code. We’ll look at this in more detail later.

General Settings

The General Settings section contains just three elements:

  • Project Settings
  • Styling
  • Record Status Settings

Project Settings

Project Settings provides you with the option to edit your project’s name and description at any time.

Styling

styling

Coreo allows you to add your own logo to your project and to customise the colour scheme.

  • Navigate back to the Configuration menu and then select Styling
  • To add a logo to your project click the Choose file button and navigate to the location of the course files you have just downloaded.

If you’ve not already done so, download them here.

  • Upload the icon-512px.jpg file
  • Select the Save Styling button at the bottom of the page

Record Status Settings

Coreo allows records to be assigned a status. Examples might be ‘Correct’, ‘Pending review’ or ‘In progress’. This is useful in many different situations including for managing a data workflow or for flagging records as having been checked and accepted by a moderator. The Record Status page allows you to customise the statuses used for your records. If the default options don’t suit you, edit the existing options and/or use the ‘[Create New State]’ button to set up a system that works for your project.

styling
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