New folders to organize forms and set user permissions

Organize your forms with folders, manage users' access to them and view history of data entries in the new data entry interface.

The newest release of ActivityInfo includes several updates that aim to increase the flexibility of data collection and the efficiency of data entry. You can now create folders, manage users' access to folders and view a history on data entries in the new data entry interface.

We wanted to facilitate the work of database administrators by allowing the grouping of forms into folders. Following the release 2.17 on February 5th, you can now create as many folders in a database as needed and you can place your forms in these folders according to your needs. You can choose to create folders for specific groups of users or for specific projects depending on what suits your data collection process better.

One example is to create a folder for each sector such as WASH, Education, Food Security, and Protection. With these folders in place, you can restrict access to forms related to Protection to those users working in this particular sector. And because they do not see the forms for the other sectors, the Data Entry window is less cluttered and it is easier for them to find the forms they need to complete.

You can read our help article on Folders in ActivityInfo in our user manual for a step-by-step guide on Folders creation.

Once you have created a folder you can then manage which users have access to it or invite new users to access it. Using folders, you can have a clear overview and complete control both of your projects and the users working on them in a simple and quick way. If you want to learn how to do this, take a look at our user manual article on inviting users and folder-level user permissions.

Last but not least, we have added a History panel in the new data entry interface. Whether you want to have an overview of the date and time each data entry was added, or to monitor which user made a change on a data entry, you can use the history panel to do so. This feature was available in the classic forms interface and now it is available in the new data entry interface as well.

Did you like the new additions? Feel free to contact us with feedback or questions!