Collection types are useful for organizing your Collections of Participants. For example, you may have a Collection type for each school that you work with, and a Collection for each class in that school. In order to create a Collection, you must first create a Collection type. The steps for creating Collection types are very similar to that of creating a new TouchPoint.


Instructions:

To create a Collection type: 

  1. On the Navigation Bar, click "Site Administration".

  2. Select "Manage Collection Types".

  3. Click the New Collection Type button at the top of the page.

Once at the Collection Type Wizard:

  1. Give a clear and descriptive name to your Collection type.

  2. Add tags to make it easier to search and report on Collection types.

  3. Optional: Check the Section Quick Links box to enable section quick links on each page.

  4. Optional: Check the Question Numbering box if you wish to have each question numbered. 

  5. Optional: Check the Save Progress box to allow users to save their progress while recording a Collection type form

  6. Save.

  7. Once your Collection type is saved, you have the option to add Form Elements similar to a TouchPoint. If you choose to add anything to the Form, you'll want them to be general information about the Collection (ex. which days they meet, who leads/supervises the group). Specific data such as date of class, time spent, attendance, and notes should be recorded using Collection TouchPoints.


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